On Feb 9, 2005, at 8:56 AM, Damien McKenna wrote:

> The proof of the pudding will be in the eating.
> Until then, I'll be happy with my new Athlon 64, or at least I will be
> when the replacement motherboard arrives after the first one was
> (partially) broken.
>
>

Of course!

But knowing IBM (worked for them for 16 years, then later was a dealer 
their PCs) they do not go public (be careful) unless they already have 
the goods.

An interesting aside.  Steve Jobs mentioned, at the recent Apple dog 
and pony show, many many times that 2005 was the year of HD as in HDTV. 
  but he never really explained what he meant,  Then he had the 
President of Sony as the only non-Apple guest, on the stage during 
Steve's Keynote.   Obviously, he was for some reason!  But the only 
thing they could come up with is that Sony was going to announce a 
$3,995 HD video came later this year & Steve said you could plug it in 
to the new iMovie HD... wow, that was certainly worth the price of a 
plane ticket to SF (from LA), C'mon!

Crringley pointed this out at:

http://www.pbs.org/cringely/pulpit/pulpit20050120.html

I went back & viewed the QT of the Keynote & Chringely might just be on 
to something.

Also, consider these facts:

1) IBM just sold its Intel-based PC business -- It is Intel-free

2) IBM uses its PPC Power series chips in its Unix and Linux server 
offerings.

3) A flavor of that chip is the G5 used by Apple in it's servers and 
latest desktops.

4) The new Cell chip uses the PPC CPU to control the 8 other CPUs on 
the chip.

I don't know if it means anything, but:

Sony and IBM are working together on projects based in IBM's new Chip.

Apple and Sony are working together on something?

Apple and IBM are working together on chips based on the PPC 
architecture

Strong rumors indicate that Apples next round of high-end hardware 
(laptops included) will use IBM's Newer PPC-based offerings.

I just wonder-- You have the presidents of 3 companies which are 
working together on different (but related) projects.

Do the 3 of them ever get together in the same room and ask each other: 
"Whatcha' been workin' on?".

All speculation, I know -- but might be worth buying or shorting some 
stocks.

Some parting shots:

Sony owns (or used to) the Consumer Electronics business-- Attend a 
ComDex some time to grasp what this means: 4-story booths in the Las 
Vegas convention center (and that was 15 years ago).

Apple has been stealing some (al lot of the music player segment) of 
this business  with the iPods.

Then there is this Mac mini...???

Now, IBM has never showed any interest the commodity business (one on 
the reasons given for selling the PC division),

But IBM should be very happy to supply chips & technology to the CE 
business and computer manufacturers (Apple and others)... especially if 
this is just additional sales of the same technology it developed  for 
its own products.

IBM has always had the philosophy:  If we are going to have 
competition, it might as well be us!

That's the way IBM thinks!

Now, where did I put the number of my broker...

Dick


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