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Technology Stocks : Apple Inc.

AAPL 247.97

-0.2%

Jan 23 9:30 AM EST

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To: FruJu who wrote (27813)	3/8/2000 8:32:00 PM
From: Adam Nash	Read Replies (4) of 213182

WE talked about the 1Ghz/G4 debacle a while back. Recently I've been wondering if it matters, really, in the long term. If the PowerPC group delivers a 1Ghz chip by end of year, Willamette will be closer to 1.2Ghz, but that's not a tragic problem. The real bread-and-butter for Apple now is the consumer machines. And the question is, where does Apple move the iMac/iBook over the year? Can IBM deliver 600Mhz, 700Mhz G3 parts, or does Apple try to move the iMac to lower Mhz G4s? Apple has tried playing the "my megahertz are better than theirs" game before and lost. The reality is that low end, $1000 machines for 2000 will be dominated by 700, 800Mhz numbers. I personally think they should keep going with the G3, if possible in volume.

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