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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 (27815)3/9/2000 11:36:00 PM
From: THE WATSONYOUTH  Read Replies (1) of 213182
 
Re: "I disagree with you and think, sad as it may be, that they will be forced to sit on their hands and wait
for Motorola to shrink the existing G4 to 0.18u and then put that in the iBooks and iMacs. Then hope that the G4+ makes it out without bugs in a reasonable time frame and ship something in the professional line with the G4+ before the end of the year."

The worse case scenario is that the G4e design is not yet near clean, Moto is not ready to process at .18um, and they will refuse to allow anyone else to fab G4 or G4e at .18um. I believe the G4e design is not yet in a stressable, shippable form. I do think Moto is ready or very near ready to manufacture at .18um. I think they chose not to bother with G4 at .18um knowing the design can never be competitive (probably 700MHz max at .18um) So, the G4e design probably is near ready (within 2 months). Moto will fab it at .18um using the EXACT same process as AMD uses to fab 1+GHz Athlons in Dresden with 256K on chip L2 cache, local interconnect, and Cu BEOL. This process probably gets the G4e to at least 900MHz at 6-8 watts. Quite an iBook. AMD will be the second (or possibly the first) source. As for IBM - forget it. Moto will never allow them to get back in the game. When Moto gets their G4e design and .18um process under control, they will license IBM to build the G4s (not G4e) on .18um. IBM still doesn't get it. The design is the key. Moto owns it. IBM blew it big time. They're finished.

THE WATSONYOUTH
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