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

To: saju chacko who wrote (3417)	7/6/1998 11:03:00 AM
From: J R KARY	Respond to of 8218

IBM's PowerPC line-up looks formidable , consent decree almost gone Couldn't be better timing with INTC set to go a few rounds with the FTC . IBM's few rounds lasted over 40 years , providing a Government career for a Judge and his band of 200 lawyers . PopwerPC's present and its future (as we know it NOW ) : AS/400 PowerPC Cobra4 Muskie Apache Northstar* Pulsar* Processors Date First Shipped 2Q 96 3Q 96 3Q 97 3Q 98 3Q 99 Max Clock Speed 90 MHz 182 MHz 125 MHz 300 MHz 600 MHz Integer Units 1 2 1 2 2 Max Instructions Per Cycle 3 4 3 5 5 Max Theoretical Perf (MIPS) 270 728 375 1500 3000 Actual Online Perf (TPC-C TPM) 1405 1837 3236 6300 11000 L1 Cache Memory 4 KB 8 KB 64 KB 128 KB 128 KB Instruct Instruct Instruct Instruct Instruct 8 KB 256 KB 64 KB 128 KB 128 KB Data Data Data Data Data L1 Bandwidth (GB/sec) 2.8 GB/sec 5.8 GB/sec 4.0 GB/sec 6.0 GB/sec 6.0 GB/sec L2 Cache Memory 1 MB Opt None 1 MB-4 MB 2 MB-8 MB 2 MB-12 MB Memory Bus Speed 25 MHz 77 MHz 83 MHz 100 MHz 133 MHz Memory Bandwidth 400 MB/sec 1.23 GB/sec 4.0 GB/sec 6.4 GB/sec 8.4 GB/sec Multiprocessing Capability None 2-4 way 2-12 way 2-16 way 2-16 way Chip Technology 0.5æ CMOS-4S Bi-CMOS 0.5æ CMOS-5X 0.25æ CMOS-6X 0.2æ CMOS-7S Transistors In CPU 4.7 million 23.7 million 4.7 million 5.2 million 5.2 million Operating Voltage 3.6 V 3.6 V 2.5 V 1.8 V 1.5 V Heat Dissipation 18 W @ 77 MHz 130 W @ 154MHz 30 W @ 125 MHz 35 W @ 300 MHz 60 W @ 600 MHz * Note: Northstar and Pulsar specs are estimates based on preliminary data. ------------------------------------------ Above PowerPCs are mostly used in IBM AS/400s and RS/6000s , and IBM is committed to the PowerPC line : " IBM will remain firmly committed to PowerPC since nearly 80 percent of its $13 billion in server revenues comes from systems that are based on PowerPC technology. Gives IBM plenty of profits to cover the $1 billion in research and development necessary to bring a new chip generation to market every two years . " With MSFT on the DOJ's dance card for 9/8/98 , look for IBM to turn the heat up soon - you'll see $140 by year end . Safely collect your dividends and don't rule out a after year end split . The sun has set on INTC and MSFT . Regards, Jim K. Source: midrangecomputing.com

To: saju chacko who wrote (3417)	7/6/1998 11:59:00 AM
From: WebDrone	Read Replies (3) \| Respond to of 8218

Saju, I am quite ignorant of IBM inner workings, and have little faith in anything but the moat basic momentum TA (that is, complex TA is a matter of faith, and I'm not a true believer, being a mathematician.) People talk about this "gorilla game" thing... the big gorilla will eventually take all the banannas, as I understand the theory. I'm not a true believer here, either. And, there is this Motley Fool thing which I have some repect for- buy a good company, and sock it away for many years. The Fools claim that buying price does not matter in the long run, but I like a good company at a good price, then let it ride. Seriously now, what price do you think I can for certain complete my buy of IBM? I bought half a position at $95, worried it would continue down. Now I must average UP. I am thinking I would start looking again at anything under $105. Anyone please jump in here- IBM is going in my long term portfolio. I'm perfectly willing to day trade, but IBM is too expensive for me to swing the shares to make it worth while (for me.) WebDrone