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To: OLDTRADER who wrote (142434)	9/20/1999 8:18:00 PM
From: Ian@SI	Respond to of 176387

WBM, AAPL's warning is due to MOT not being able to produce sufficient G4 chips to meet the demand that AAPL had already given analysts revenue estimates for. MOT is attempting to move heaven and earth to supply AAPL; and, I suspect, to delay the day when AAPL gets a second source for its chips. I suspect the stock that deserves to get hit most is MOT, not AAPL nor this sector. MOT is unlikely to keep an exclusive on the G4 chip. JMHO, Ian.