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

To: George W Daly, Jr. who wrote (3499)	7/17/1998 11:07:00 AM
From: J R KARY	Read Replies (1) \| Respond to of 8218

Isn't AAPL now free to buy PowerPC's from both IBM and Motorola ? George thanks for the info . I was disappointed when I first saw the "news" and fell into instant denial . From what I have been able to gather since then , and simply put , IBM chose speed and Mot chose articulation (AltiVec) as the PowerPC's direction . The companies will continue to share technical developments but each will have distinct R&D/manufacturing , with IBM's in Rochester, Mn . In view of the Wintel monopoly , I read the I-M physical separation as a positive for the FTC/DOJ's actions . I've not seen a report from the principals that the AIM partnership was terminated , only the I-M Austin facility . In my post here a few weeks ago , IBM credits about $13 bln in PowerPC revenue on a $2 bln R&D/mfg budget . AAPL was in that revenue . Has IBM now clearly stated that it will no longer supply AAPL with PowerPCs ? Thanks and regards, Jim K.

To: George W Daly, Jr. who wrote (3499)	7/18/1998 8:18:00 PM
From: Bill Martin	Respond to of 8218

You're right that IBM did pull out of the Somerset design center. I believe you're misinterpreting the effect though. As was posted: "Motorola will continue its support for the computer market through enhancements and extensions of its existing PowerPC microprocessor products while expanding the product offerings targeted at networking, switching and transmission infrastructure. Other markets that will also benefit from the transition of the Somerset design center are consumer, imaging and transportation. IBM, in turn, will continue its aggressive focus on developing high-end PowerPC microprocessors for its server products. IBM will also direct additional energies toward developing its rapidly growing PowerPC microprocessor embedded controller business, which is a key element fueling its high-growth custom logic business." Which set of extensions do you think are the better fit for Apple? My guess from this would be that Apple will buy more of their designs from IBM than from Motorola over the next 5 years. Wouldn't they prefer a CPU optimized for servers & RS6000 than for the various networking and transportation embedded processors that Motorola intends to pursue? We'll see I guess. Bill