--- Bruce Johnson <[EMAIL PROTECTED]> wrote:

> 
> I'm betting it's that Intel sees CPUs for PC's (Mac or Win) as a  
> cornerstone of it's business, whereas these are merely small  
> sidelines for both Moto and IBM.

The numbers go something like this: semiconductors are about 3% of IBM's
revenue.  Of that, Apple represents 2%.  Moreover, it is clear IBM has been
putting most of it's effort over the last couple of years into optimizing for
the game console market rather than laptops.

Intel, on the other hand, produces chips for the entire range of personal
computers and workgroup servers.  They have also put a lot of effort into the
game console market (and lost out to IBM in a huge way), but they they had the
bandwidth to do that and maintain and expand their PC chip business.

Ed


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