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To: Richard Habib who wrote (24810)	5/13/1999 6:12:00 PM
From: J R KARY	Respond to of 213177

IBM is AAPL's PowerPC future , yes there was evidence of a MOT fade In hindsight speculation my guess is MOT had funding concerns about AIM during its re-org . IBM moved on (also literally to NY) with AIM's PowerPC 740 and 750 emulating the cycle speed requirements set by its RS/6000 and AS/400 (Multi-user Server) lines . MOT bought Somerset (TX) for "embedded CPUs" and focused on finishing the desktop AltiVec with hope it can be extended to IBM's embedded CPUs. MOT developed additional instruction sets (AltiVec) for graphics which NOW (5/5/99) may find their way into IBM/MOT's embedded market . There may be objectionable reimbursement requirement delaying it . However as a investor I am satisfied AAPL is the (legal) recipient of both (AIM partnership agreement) companies' PowerPC products . MOT's AltiVec may only be in a specific AAPL model line (pro-pro hehehe) with OS enhancements for graphic oriented applications . IBM's fast cycle PowerPC will be AAPL network (SMP/MPU) oriented when the OS is ready . The AIM relationship seems intact . Each manufacturer will make its agreed on product at its location for AAPL AND other customers . IBM is still influenced by its recently removed 50 year consent decree and will not do anything that will restrain trade . It was encouraging IBM did not object to AAPL being listed as a beneficiary in its Nintendo "custom embedded" PowerPC order press release yesterday . Nintendo's customized PowerPC is called the "gekko" by IBM who lists 10 PowerPC customers (Cisco is the largest) . I assume MOT has its own PowerPC customers . I am not concerned that MOT's PowerPC AltiVec was not chosen (yet) . Nintendo is a IBM customer , as is Cisco , and not a AIM customer . IBM's stability , plus its embedded PowerPC's superior cycle speed , may have been among many Nintendo reasons for its IBM choice . In a nutshell , I believe AAPL's future requires faster CPU cycle speed as servers will bring in the bucks . Rich mostly spec , but hope they answer your questions. Jim K. PS: Have just seen , but not read , your last eBook post . That article is similar to my previous post wherein the PowerPCs are limited to embedded functions , but suggests a new PowerPC area where AltiVec use may be agreed upon . Makes sense after all they are partners .