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Technology Stocks : Apple Inc.

AAPL 247.97

-0.2%

Jan 23 9:30 AM EST

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To: THE WATSONYOUTH who wrote (27832)	3/10/2000 1:37:00 AM
From: FruJu	Read Replies (3) of 213182

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. Well, for Apple's sake, I hope your predictions come true. History isn't on Motorola's side but maybe AMD's process technology will save them this time. Do you know whether this rumoured "non-compete" clause in the Motorola/IBM Somerset breakup is true? Namely, that IBM cannot sell any PowerPC G3s or G4s unless Motorola is also selling the same speed? The rumor boards are hot with this claim that IBM has 600MHz G4s ready to go but can't ship them to Apple because Motorola can't build anything better than 500MHz.

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