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Technology Stocks : Apple Inc.
AAPL 271.01-0.3%Jan 2 9:30 AM EST

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To: Barney Dunn who wrote (16637)8/13/1998 9:31:00 PM
From: Eric Yang   of 213177
 
"[shifting of workers to making iMac] could be particularly problematic to production channels for the popular PowerBook portable and high-end desktop G3 systems. "

That news.com article is not accurate. According to a couple of the sources that I've talked to, iMac production is not responsible for the reported PowerBook supply issues. That particular comment in the article seems to be based more on speculation than actual fact.

As you know all the WallStreet G3 Powerbooks are being produced at the Cork factory in Ireland. Cork is expected to ramp up iMac production later this year but as of now it is not the source of iMac production. Initial supply of iMacs for the European market is suppose to come from Singapore. From what I've heard, most of the workers at the cork plant has been on their annual vacation. I was told by two different people that a week or so ago, only one line was running. It was making the G3 desktops at that time. This may partially be responsible for the PowerBook supply issue. Workers are expected to return on Aug 17th so things should be back to normal next week.

The Sacramento plant is a different story. It was making some of the new speed bumped G3 Pro desktops but now all the major production lines are dedicated to iMac production. The source that passed this info to us also shared it with Monish of MacNN. You can read about the details there. macnn.com

Eric
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