Exactly. I don't think Memphis has much room to play without Randolph. They simply don't have enough shooters to go with small ball for longer stretches.
I think it's more his offense that's worrisome. His defense indeed is solid at least. He just seems hesitant and a bit slow (mentally as well) offensively so far today.
Good first half overall, though the Spurs should probably have a larger lead right now. I didn't like the last couple of minutes that much, though. The Spurs got a bit sloppy on both ends of the floor.