On Jun 5, 2005, at 6:50 am, Randy B.Singer wrote: > >> Maybe IBM can't guarantee >> the quantity Apple is expecting? > > That has never been mentioned by any of the parties involved. I > suspect > that IBM can produce any quantity that there is a demand for by > expanding > its production facilities. One of the problems is ongoing yield issues within the company's 300-mm fab in East Fishkill, N.Y. For months, IBM has been struggling with yields in the fab, a 130- and 90-nm plant. "We do see demand, but we need to make the products," [John] Joyce (senior vice president and chief financial officer for IBM) said. "We need to improve our yields in our 300-mm plant. Our yields did see some improvement, but not as fast (as the company had hoped)." <http://www.siliconstrategies.com/article/showArticle.jhtml? articleId=18901714> See also: <http://www.macobserver.com/article/2004/08/17.4.shtml> <http://www.macnn.com/articles/04/04/16/powerpc.yield.problems/> Stroller.