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Technology Stocks : Apple Inc.

AAPL 272.24

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Dec 23 3:59 PM EST

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To: J R KARY who wrote (24583)	5/5/1999 3:28:00 PM
From: Richard Habib	Read Replies (4) of 213177

Jim, I didn't respond to you regarding IBM. Take a look at this quote pulled off MacCentral. Nancy Eames, an IBM spokesperson, told MacCentral "As you know, we do not plan to manufacture G4 at this time, and instead are focused on using our technology advantages in producing faster G3 products." IBM has traditionally been first to market with faster PowerPC chips, basing its chips on copper technology and being the first to debut 466 MHz PowerPC processors (the fastest currently available.) The last previous quote we had was from mid-Dec 98 when IBM spokesperson said they would try to work out their differences with Apple/MOT. It certainly appears to me that they haven't resolved the problem. Apple has obviously chosen Altivec. Apple can't support Altivec and non-Altivec chips for very long. Software Developers wouldn't be interested. The Mac market is too small. MY prediction - Apple will shortly be dependent on MOT for chips. IBM will be for the most part a competitor, especially in high end notebooks. Rich

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