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


To: jim kelley who wrote (54970)9/24/2000 5:25:32 PM
From: gnuman  Read Replies (1) | Respond to of 93625
 
The source of WS confusion?
FRAMINGHAM, Mass. -- Shortages of memory chips--in particular Rambus
DRAMs -- caused workstation shipments to decline by 4% to 409,123 units in the
second quarter from 424,874 in the first quarter of 2000, said a new report from
International Data Corp. here.

The market research firm predicted a return to "good" unit growth in the second
half of 2000, barring severe memory shortages. IDC said vendors currently have
substantial backlogs of orders for workstations based on Microsoft Corp.'s
Windows NT operating system. Unit shipments of NT-based systems dropped 7%
in the second quarter, while Unix-based workstations were up 3%, according to
IDC.

"The second quarter was difficult for most personal workstation vendors, who
struggled with RDRAM shortages while trying to meet customer demand," said
analyst Kara Yorkley in IDC's workstation research group. "Despite the supply
constraints, the percentage of systems shipping with RDRAM increased from
38% in the first quarter to 75% in the second quarter."


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