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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: unclewest who wrote (25829)	7/28/1999 9:37:00 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Future of RDRAM... ( BW)(MA-CAHNERS-IN-STAT) Cahners In-Stat Group Predicts Rambus DRAM to be Firmly Established in the PC Market by 2002 Business/Technology Editors SCOTTSDALE, Ariz.--(BUSINESS WIRE)--July 28, 1999--Intel's decision to base its technology roadmap on Rambus DRAM (RDRAM) has sparked unprecedented controversy among PC OEMs, their semiconductor supply base and related industries. Cahners In-Stat Group, a high-tech market research firm, has completed an extensive report on the future of RDRAM and believes that the technology will capture the leading market share over the next several years. Steve Cullen, principal analyst for Cahners In-Stat Group's DRAM service explains, "Contrary to what other firms are saying, we believe it is not a question of whether Rambus will be successful, but rather when. RDRAM has a significant advantage in bandwidth per pin that helps to satisfy processors' insatiable appetite for data. Rambus will be a major factor in differentiating first-tier DRAM suppliers from the rest of the pack. DRAM suppliers that do not adopt Rambus will see shrinking market share for PC DRAM and suffer overall dropping unit volumes." Cahners In-Stat Group believes RDRAM will capture 60 percent of the PC market due to Intel's marketing and distribution muscle, as well as the technical merits of the solution. However, as detailed in the report, Cahners In-Stat Group considered other scenarios and found RDRAM's PC market share could fluctuate as much as 33 to 73 percent. Rambus DRAM in Personal Computers is written by Steve Cullen, principal analyst with Cahners In-Stat Group's DRAM service, and Scott Hudson, senior analyst with the firm's PC Technology service. The report examines RDRAM and the requirements of the personal computer market. It provides a historical perspective of previous DRAM technologies and offers a current assessment of alternative memory architectures before considering different scenarios under which competing architectures could capture sockets currently forecasted for RDRAM. Cahners In-Stat Group is a high-technology market research firm covering the consumer and convergence, networking, wireless, telecommunications, Internet and semiconductor markets. Headquartered in Newton, Mass., offices are also located in Scottsdale, Ariz. and San Jose, Calif. Cahners In-Stat Group is part of Cahners Business Information, the largest publisher of specialized business publications in the United States, and a division of Reed Elsevier. Visit Cahners In-Stat Group online at cahnersinstat.com. --30--dp/bos* CONTACT: Cahners In-Stat Group Steve Cullen, (508) 359-5825 slcullen@sprynet.com or Scott Hudson, (408) 345-4455 shudson@cahners.com or Marenghi & Associates Deirdre Snyder, (781) 239-0057 dgsnyder@marenghi.com KEYWORD: ARIZONA MASSACHUSETTS INDUSTRY KEYWORD: COMED COMPUTERS/ELECTRONICS PUBLISHING