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To: Richard Habib who wrote (25024)	6/2/1999 4:02:00 PM
From: J R KARY	Read Replies (2) \| Respond to of 213176

Rich unless MSFT "DOJ settles" AAPL's S/W limited , G 4 this year ? Agree Rich as hardware is AAPL's revenue driver and excepting the iMAC it is aimed at MacOS faithful . To grow it will take mega bucks or a significant alliance with a big player who has a large customer set . On the topic of alliances in your post was interesting info on a faster PowerPC which I assume to be IBM's G 4 . It could portend a G 4 sooner than MOT's G 4 WWDC schedule "this time next year" : ---- " Speaking of Apple, we hear that IBM was prepping to do a demo of a 600-MHz desktop computer (400 is tops now for Apple's G3 Macs) at the Apple WWDC on the 11th. Somebody in The Upper Ranks pulled rank and nixed the demo in favor of Apple's strategy of choice for improving performance: chips with Altivec technology, now slated to be made only by Motorola. These chips don't run as fast in terms of clock speed but increase performance by manipulating data in 128-bit chunks once the data is inside the chip. They also need software programmers, the target group at the WWDC, to rewrite programs to take advantage of the chip's abilities, a la Intel's MMX technology. Bottom line: Because people are used to equating performance with clock speed, the IBM demo could have upstaged Motorola's Altivec demo. The irony is that Motorola is running a couple of months behind on its production schedule and won't have them available until around September, Skinformants say. " ---- MOT's G 4 is late not IBM's , and IBM has mentioned a 1,000MZ PowerPC as a product (chip) due this year . Irony ? ... or was it Sears not telling Roebuck afraid Macy was listening ? Jim K. ref: news.com.

To: Richard Habib who wrote (25024)	6/4/1999 5:11:00 PM
From: J R KARY	Respond to of 213176

Rich maybe IBM will now uncork enterprise server PowerPCs for AAPL My partial re-post of the old 5/21/99 G4 news yesterday revealed an anti-IBM pro-MOT faction exists in AAPL which S Jobs deferred to for the WWDC MOT G4 demo . ---- " " Speaking of Apple, we hear that IBM was prepping to do a demo of a 600-MHz desktop computer (400 is tops now for Apple's G3 Macs) at the Apple WWDC on the 11th. Somebody in The Upper Ranks pulled rank and nixed the demo in favor of Apple's strategy of choice for improving performance: chips with Altivec technology, now slated to be made only by Motorola. " ---- Today's Appleinsider "MOT's G 4 delayed 6 mos" is based on a MOT contact: ref: appleinsider.com Divided loyalties between IBM and MOT evidently exist in AAPL , and maybe further divided between desktop MacOS v enterprise Server OS X . From what I've read IBM has not encouraged AAPL to develop high powered servers and wonder if SJ used the MOT faction to un-nerve IBM into supplying faster PowerPCs this year . If so , my guess is S Jobs will hire a seasoned enterprise executive for the effort in line with the announcement of higher powered servers (>600mz). Incidently AAPL's by-laws call for a President . Hope springs eternal , but ya never no. Jim K. PS: Rich your 5/21/99 article post - Message 9910976