Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pravin Kamdar who wrote (9325)	3/12/1998 3:52:00 AM
From: RyanF	Read Replies (1) \| Respond to of 213173

Pravin, Methinks that the chip will be a G3, not a G4. I don't think a next generation chip on par with Merced using a superior fabrication technology is going to be running at a pokey 400Mhz. Anyone care to place a wager on this? We'll all find out on Tuesday. I would also like to add that in the discussion of the G4 I forgot the entire issue of VMX, AIM's answer to a much hyped MMX. I remember reading that Quickdraw3d got a 5-6 times speed boost running under this new instruction set. Who needs a DSP (Trimedia) with this kind of performance?! Licking my lips in anticipation, RyanF

To: Pravin Kamdar who wrote (9325)	3/12/1998 11:04:00 AM
From: J R KARY	Respond to of 213173

Pravin the 3/17/98 demo highlights copper PowerPC tech The 400mz speed is incidental as the feature is the small factor , low power copper based PowerPC chip and its coming availability in faster chips . Conversely I would be impressed by INTC if they "application demoed" a Merced chip on or before that day , and concerned if they were about to ship them . Relevant to AAPL's stock is that its price is approaching the bondholders $28/shr conversion option . Not to worry though . If there are any not converted already , their conversion will relieve AAPL of approximately $70 mln per year in interest expense , and though mildly dilutive they leave behind $1 bln CASH for the privilege . Should help bring about a AAPL Blossom Spring Jim K.