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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Richard Habib who wrote (25222)	6/23/1999 1:34:00 PM
From: Essam Zaneldin	Read Replies (1) \| Respond to of 213173

Richard: I think there are no serious problems with the iMac notebook. Apple did not want to say that as they do not want to spoil any of the MWNY surprises. May be that is why they asked Alpha to leak some information to clarify things just in an attempt to stop the stock bleeding. Just my thoughts!!!

To: Richard Habib who wrote (25222)	6/23/1999 6:05:00 PM
From: FruJu	Read Replies (1) \| Respond to of 213173

Essam, thanks for the link. Interesting, no mention of the Asic problem. I think we have to assume there are problems. But perhaps the problems aren't as serious as are being reported. It would be good to hear from an engineer familiar with the process from prototype to production so that we could get a better handle on how production could be proceeding without an operating prototype. Richard I went to a talk at this year's WWDC by the chief hardware guy for the original iMac. He told a story which sounds somewhat similar to this one about the P1. They had all the plastics ready early on but at the last moment they had major problems with the motherboard (e.g. around early July, when the launch date was supposed to be August 15). They had to stop production for a couple of days, and then start it up again. The report on ogrady.com sounds more serious though if it is truly still an ASIC problem, since that requires a third party to respin the chip. The biggest uncertainty about all of this is exactly how different the P1 will be from an iMac motherboard. Some other "commentators" are saying "they shouldn't be having all these problems - it's just a scaled down iMac", but I don't think that's necessarily true. There are lots of differences in things like power management with a portable that require differences in the support chips etc. We don't really know anything about what P1 is going to look like, or what strange new feature it might have. I still think that where there's smoke, there's usually some fire... and the Lombard delay (and buggy USBs) plus firing of portable division manager plus reports of P1 delays all within a few days certainly add up to a lot of smoke.