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To: Don Troppmann who wrote (28963)	9/30/2000 3:42:40 PM
From: J R KARY	Respond to of 213176

Hope AAPL can capitalize 10/18 on MOT & IBM's 10/10 PPC presentations With AAPL's silence planned up to 10/18 earnings announcement hopefully its "Balkanized" AIM bros IBM and MOT, will have done AAPL proud at the 10/10 MP Forum. The 10/18 earnings session could be a great opportunity for AAPL PPC (G4) showmanship and a lead into XMas selling season if something good comes out of the MP Forum. Here's a description of MOT & IBM's 10/10 sessions: ----- " Motorola will disclose its latest incarnation of their G4 family of top-end PowerPC processors, injected with a whopping big dose of go-juice in the form of silicon-on-insulator (SOI) technology. This presentation will focus on the issues surrounding the migration of G4 class microprocessor designs to SOI as well as additional performance-enhancing architectural features." ====== IBM will be hawking its non-AIM POWER4: ----- " At last year's Microprocessor Forum, IBM disclosed a technological tour-de-force called the Power4. This year, the company will disclose the core architecture and pipeline. In addition, the presentation will discuss how the Power4 overcomes memory-latency problems." mdronline.com ---- MP Forum was mainly a pro INTC event but has come to accept other choices. SOI is IBM's baby and now MOT is using the process for the G4 . Permits using the same form factor cutting both lead time and costs while upping performance 20-30%. AAPL's use of a RISC processor has many advantages which needs to be better explained to offset X86 Mz disparity. Hope the fabled AAPL showmanship is on for 10/18. Jim K.