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

To: Doren who wrote (7985)	1/26/1998 3:21:00 PM
From: Eric Yang	Read Replies (2) \| Respond to of 213173

If it is IBM then it could be due to unexpected popularity of RS-6000 or AS-400 IBM computers (which both use G3s). It could have been IBM or Motorola's fault all along. Do any other computers use this chip? Are you sure that RS-6000 AS-400 uses PPC 750? As far as I know all RS-6000 series of servers are based on either Power2 or 604e. Power2 is a 64-bit implementation which benefits server applications. 604e is much more "multi-processor friendly" than 750 so I don't think 750 were used in these servers. I don't think any of the AS-400 servers uses PPC 750 either. IF the PPC 750 supply is low (purely speculation)..it shouldn't be because of a supply side (production) problem since MOT & IBM have been baking these chips in volume for over 6 months. So it's more likely a demand side issue. If I have to take a wild guess, I'd point to the high volume low cost G3s scheduled to ship in a few months as the cause. I hope that line of product would be a big hit but the thought of the Performa blunder always comes to mind when Apple target the low end market. I hope they're not diverting too much resources to the low-end low margin machines while leaving orders for higher margin versions of G3s waiting in the unfilled. Eric