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To: Marc Newman who wrote (18172)	9/17/1998 3:04:00 PM
From: Richard Habib	Respond to of 213177

Marc, I'm also back in today fairly heavy. Very short term I think we will see a bank rescue agreement in Japan prior to Tuesday's visit with the President although right now things are negative. Russia should be quiet for a week or so and interest rate cut rumors will be back. I see a short term rally that I'll probably sell into. Agree with your assessment of Motorola. Never thought it feasible Apple could keep two chip suppliers that are moving in different directions. How would you not fragment your OS. Perhaps IBM will adopt altivec but I wouldn't count on it. Rich

To: Marc Newman who wrote (18172)	9/17/1998 3:30:00 PM
From: Eric Yang	Read Replies (1) \| Respond to of 213177

Several people have asked about Motorola's decision in postponing the construction of copper plant and that will impact copper PowerPC. In my opinion, the motivation behind MOT's building the new plant is that it had plans to move a lot of products in its product line into copper ( high volume embedded processor ..etc) PowerPC in itself does not need a $3 billion plant. MOT has a lot of manufacturing capacity already that can be converted to producing copper PowerPC chips. Look at IBM, it has no plans to construct any copper specific plant and yet it has been cranking out copper chips. Thus the delay in the Virginia plant speaks more for Motorola's overall strategy for its high volume products rather than PowerPC in particular. Because equipment contaminated with copper would "kill" parts based on aluminum process, semiconductor manufacturers do have to keep production lines and tools used for Al and Cu chips separate. As for Altivec... working prototypes were seen as early as July; however, machines based on the chip are not expected on the market until at least Q2 of 99 now. Eric "'pemican' what's it taste like? " I know... It tastes like chicken.