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Technology Stocks : Apple Inc.
AAPL 273.25-0.2%Dec 26 3:59 PM EST

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To: Richard Habib who wrote (12402)4/30/1998 3:44:00 PM
From: X-Ray Man  Read Replies (2) of 213177
 
Noone doubts, Richard, that Intel will continue to develop
new processors with greater power. That's not the point. The
question is will Intel catch up on the power curve, or will
PPC continue to expand that gap. If G3 in portables are at
293 MHz now with good power management, that won't be what Mobile
Deschutes and Katmai will be competing against 6-12 months from
now, respectively. And at common MHz, G3 appears to already
be significantly ahead on price/performance than Pentia. In
the same vein, G4 will be the competitor to Merced, not G3, and
it is not out of the question that Merced won't also be a Mac
platform when it releases. So, we understand, Intel is not
standing still. Do you understand that they are starting to
lose the performance race?
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