Hi Richard , S Job said it best "between us we control 100 %"
Unfortunately , and at that time (AAPL's 5/11/98 WWDC) , "we" was AAPL and MSFT , and the 100% was the desktop (keypunch) marketplace , which I'm sure rapidly made its way to Armonk .
IMO , after the DOJ/FTC action the "we" will change , but until then IBM has stepped up and lent its creditability to the PowerPC and AAPL .
Copper will not be in this year's iMAC . The $900 "mobile" device , which naturally would exceed the iMAC's mobility , was Steve's answer to a disappointed shareholder at the AGM looking for a "cheap" MAC .
Cu (love that you ole math teacher) looks like it will work its way into the speeds mentioned in C/Net's article which look like servers .
The 10 mil figure includes Mr. Jobs iMAC expectations , which I found to be based on 4 mln stagnant Mac users and 1 mln ready non-believers, plus a equal number of "mobile , under $1000 PC wanters" , ready to buy AAPL now due to "IBM Inside" with a X platform OS .
Not an exact science , but as we know with IBM in your corner doors open , and we may yet see these numbers expand upward .
The IBM revenues from common PowerPC sales should be based on quantity and the $200 - 300 is a guess averaged for the "Cu" server CPUs mentioned in the article and the expected volume of iMACs/portables.
In face of the pending court actions facing both MSFT and INTC , I was astonished by IBM's AAPL supportive comments buried in C/Net's article .
Yes strange times , and may account for why AAPL choose to add the 22.6 mln shares underlying the "Notes" to its outstanding stock this quarter .
One never knows , until it is too late , which it isn't yet . ;>)
Regards,
Jim K. |
