That is a negative for the DRAM-makers and component manufacturers.

CNN: Money & Investing

Our national saving, consisting of personal saving, business saving, and government saving, has been inadequate, in part because the government saving component, measured by the budget balance, has been negative rather than positive.

FORBES: Tough Truths About The Dollar, The Debt and The Economy

With such a low cash component, the vast majority of the return--positive or negative--will come from the movement of stock prices.

FORBES: Intelligent Investing