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

To: Kevin Ose who wrote (3561)	7/21/1998 5:44:00 PM
From: MR. PANAMA (I am a PLAYER)	Respond to of 8218

Good work IBM .....You Took The HIGH ROAD Today while many others ran scared. GRIM

To: Kevin Ose who wrote (3561)	7/21/1998 6:26:00 PM
From: J R KARY	Read Replies (1) \| Respond to of 8218

10,000,000 PowerPC units - iMAC at $1,299 and a promised $900 PC IMO , AAPL units could reach "keypunch" numbers if AAPL has IBM's backing , which it should have with IBM's PowerPCs inside . AAPL's iMAC is a internet ready, emerald "blue" unit with a 233MZ IBM PowerPC , a built in handle and a Universal Serial Bus (network portability) . S Jobs also promised a "personal" $ 900 unit at AAPL's Annual Meeting on 5/6/98 which should be the ultimate winner in volume in 1999 . The small size of the PowerPC (".18 microns") along with copper's lack of heat could permit it to be the "business NC" and "home/game" PC . AAPL designed the iMAC's motherboard but the PowerPC slot looks upgradeable, hence a continuing revenue stream for both IBM and AAPL (OS). That news piece suggests a supportive relationship between IBM and AAPL for the lower speed (400MZ max) PowerPCs and only time will tell to what extent but I'd spec it at $200-300/cpu for IBM . IBM's and AAPL's profits will be magnified over time by the PowerPC and I don't believe any of this is priced in their stock . Regards, Jim K.