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."