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

To: MulhollandDrive who wrote (27716)	8/26/1999 10:55:00 AM
From: Allen champ	Respond to of 93625

In-Stat bets on Rambus to win (from Semibiznews.com) SCOTTSDALE, Ariz.--In-Stat is still betting on Intel Corp.'s muscle to make a winner out of the Rambus DRAM, despite what it calls the "unprecedented controversy among PC OEMs, their semiconductor supply base, and related industries." Intel's decision to base its technology roadmap on the RDRAM means that the technology will capture the leading DRAM market share over the next several years, the market research firm predicts. "Contrary to what other firms are saying, we believe it is not a question of whether Rambus will be successful, but rather when," declares Steve Cullen, an In-Stat analyst. In-Stat believes that RDRAM ultimately will capture 60% of the PC market due to Intel's marketing and distribution muscle. But other scenarios could mean that RDRAM's PC market share could run as low as 33% or as high as 73%, the market researcher says. That's certainly a wide range of forecasts. Another factor favoring Rambus, In-Stat says, is its "significant advantage" in bandwidth per pin which helps to satisfy microprocessors' insatiable appetite for data. The research group is going all out for Rambus. It figures that the technology will be "a major factor in differentiating first-tier DRAM suppliers from the rest of the pack. DRAM suppliers that do not adopt Rambus," it predicts, "will see shrinking market share for PC DRAM and suffer overall dropping unit volumes." PC unit sales soar in second quarter SAN JOSE--The semiconductor business is getting a big boost from a surging global personal computer market. All regions showed strong growth in PC shipments during the second quarter, according to a preliminary report from Dataquest, a Gartner Group research unit here. Sales shot up 26.4% in the quarter over last year because of lower system prices, the general economic recovery, and the Internet, the market research firm says. Demand in Asia/Pacific was driven by a return in business confidence, Dataquest says, while the UK and France performed well across the professional and consumer segments to lead Europe. The Latin America market also did well, the research firm notes, with Mexico exhibiting continued strength and the Brazilian market showing signs of recovery. All the top-tier vendors grew more than 30% in worldwide shipments over the second quarter last year, Dataquest reports, with Dell and IBM showing the strongest year-over-year global growth with increases of 50% and 47% respectively. The leaders, all five from the U.S., increased their global market shares over the second quarter of 1998.