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Re: Andy Grave post# 4546

Monday, 03/24/2003 8:25:02 PM

Monday, March 24, 2003 8:25:02 PM

Post# of 151692
By the way, IBM always made very good profits selling processors to Apple.

I very much doubt this for two reasons:

1) Apple has for years carefully played IBM and Motorola off against each other with
its dual sourcing policy to insure rock bottom prices. Embedded control has been
in recent years has offered higher ASPs for Mot which is reflected by its future
develpment efforts (i.e. what the G5 will be versus what Mac fanatics dream of).

2) IBM Microelectronics lost close to a billion dollars last year despite having the
highest foundry service pricing structure in the business. You obviously must be
talking about "profits" in a theoretical sense *grin*.
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