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Analyst Suggest Sony-Apple Partnership

Apple and Sony have been talking for a while now. Remember this report from a while ago Link When Steve met the boss of Sony at a golf tournament.

People have discussed the proprietary nature of the encoding being the battle. It is not this encoding that makes you money it is people buying from your store. being firstist with the mostest (Thanks to Gen. Patton). Apple need their iTunes store to stay there and that means getting music into it from all sources. Sony can assist. This is one linkup.
Pixar plus sony pictures in a movie store feeding Sony displays? Link 2.
Cell chip Link 3...

Too many good areas for links and facts to back it up. This is a reasoned piece of analysis and we should keep digging for more facts. Maybe Kondwarisan can dissassemble a Sony to see if there is some Apple in it?
 
relimw said:
Well, the internet bubble burst, and AOL came down in flames. I personally opposed the deal given how much better TimeWarner's business was capable of, but the majority of shareholders thought it was a great purchase price. As it stands now, AOL and TimeWarner still have a good bit of infighting going on, and there's a chance they may break up.
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It's sort of moot at this point. Time Warner has already dropped AOL from the corporate name, AOL is bleeding subscribers month by month, Time Warner isn't incorporating AOL into its Time Warner Cable brand, AOL for Broadband is unnecessary handholding that doesn't have much of a market, and if AOL did get spun off or sold it, well, so what.
 
dashiel said:
this is just idle speculation. the guy is just reading the same web sites we are and regurgitating it. it was rather scary when they were using think secret as a reference before macworld this year, but this is downright negligent.

i'm not sure what's worse, uninformed analysts predicting the imminent demise of apple, or uninformed analysts making highly speculative claims based on one apple fan's research.

as for a sony/apple partnership. there's a lot of coincidental evidence out there (the cell, sony pres on stage, h.264, etc...) but it's just that at this point. trotting the sony ceo out on stage to show off the HD camera, may have been just that, apple has done it before.
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exactly what I was thinking
 
What about Toshiba?

I understand this is a Sony-Apple thread but to all those who suggested a VAIO running OS X on Cell, what do you think would Toshiba say? After all they're the third partner in the Cell alliance. I don't think they would be too happy if Apple licensed OS X to Sony (and IBM?) and Apple got its hands on Cell chips in return. What would be in for Toshiba? Or would they sell Cell-based laptops for Windows whereas Sony would sell VAIOs running OSX? Theoretically possible, but unlikely. I also think there's something in the bush between Apple and Sony but it doesn't necessarily have to be related to the Cell chip.
 
Bring on the Streaming Hi-Def

Porchland said:
Downloadable HD movies would get around the lack of a consumer HD DVD player in the market...
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...AND the lack of quality HD content by cable and satellite providers. At one time I had all the Hi-Def pay channels (HBO, Showtime, Cinemax & Starz) plus the other HD stations that Comcast offers (ESPN, Discovery, INHD, INHD2, ABC, NBC and PBS). That combined with my Hi-Def DVR should mean I've reached TV Nirvana, right? Not in my opinion. The pay movie channels stink, and all the others are nice from time to time, but what I really want is more to choose from. [DREAM] To be able to surf an iMovie store with all the carma of iTunes - pick my movie or sporting event and watch it in Hi-Def [/DREAM] :D
 
Kreamy said:
The cell processor presents a problem though - a huge computer type shift that may require rewriting the OS altogether - and probably no bakcwards support unless by emulation
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Rewriting the OS, maybe.

Backwards compatability, yes. Cell has a PowerPC core, so if the OS is rewritten properly, it can run older programs on the PowerPC core (though they won't get the performance boost of Cell).
 
I really hope this doesnt mean Apple and Sony will be one company... I want Apple to be themselves.

Sonys computers are not that good, Apples are great.
Sony is overpriced for bad stuff, Apple is overpriced for incredible stuff.
...
 
wow...

i thought about buying some stock in Apple but didn't... totally the wrong decision... the question now is whether it will continue to rise...
 
Well the Fortune article did mention 3 computer companies hitting Jobs up for OS X.

If Apple does adapt Cell to use; probably used with a regular IBM G5 processor I could see Sony switching over to OS X. Tosihba would also probably be willing to introduce an OS X line up of computers and if they do well gradually switch over to them.

None of that switching to x86 Star Trek II boondoggle stuff please.
 
Kreamy said:
88.50? Crap!

It was like 79 a week ago, i knew i should buy
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Yeah, that thumping sound you're hearing is me kicking myself for not buying a bunch, back in the 90s during the Reign of Amelio, when you could get a bajillion shares for a buck.
 
verozov said:
i thought about buying some stock in Apple but didn't... totally the wrong decision... the question now is whether it will continue to rise...
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What concerned me and made me sell my AAPL stock a few days ago was the P/E ratio. It has now gone above the 70 mark. During the .com bubble, many companies were in the 80-90 P/E range. By contrast, Microsoft's P/E right now is only around 28, IBM at 20 and Adobe at 35. In a way, this is like an mp3/iPod bubble, and it's a game of chicken from here on.

I heard somewhere that Apple hasn't been expensing stock options for a while and may do so in the next quarter. This means an additional expense item that could affect profit figures.
 
I should have bought apple stock at christmas time... it was in the high 60s now its almost 90!!
What the hell does a sony-apple partnership mean....Sony will allow it on ITMS. Or could it be that sony realized that their "ipod like" is a piece of cr@p.
 
Apple CliePod?

What I would love to see is a Sony Clie / Apple iPod hybrid. All of the power and flexibility of the sony clie with the hard drive of the iPod. Maybe Apple will go into creating a miniOSx for handheld devices for these newly imagined hybrid PDAs! All speculation of course, but a guy can dream can't he!?!? :rolleyes:
 
Zaty said:
I understand this is a Sony-Apple thread but to all those who suggested a VAIO running OS X on Cell, what do you think would Toshiba say? After all they're the third partner in the Cell alliance. I don't think they would be too happy if Apple licensed OS X to Sony (and IBM?) and Apple got its hands on Cell chips in return. What would be in for Toshiba? Or would they sell Cell-based laptops for Windows whereas Sony would sell VAIOs running OSX? Theoretically possible, but unlikely. I also think there's something in the bush between Apple and Sony but it doesn't necessarily have to be related to the Cell chip.
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Do you remember the rumor about three hardware companies asking Apple to license OS X?

My guess is...IBM, Sony, and Toshiba.

Perhaps thats even why IBM sold their computers to Lenovo, so they would drop out of the x86 market altogether and go to Cell...

If I'm right, we'll see Cell-based VAIOs and Toshibas and IBMs.

Perhaps IBM for the server market and Sony/Toshiba for desktops.
 
geeyesgee said:
What concerned me and made me sell my AAPL stock a few days ago was the P/E ratio. It has now gone above the 70 mark. During the .com bubble, many companies were in the 80-90 P/E range. By contrast, Microsoft's P/E right now is only around 28, IBM at 20 and Adobe at 35. In a way, this is like an mp3/iPod bubble, and it's a game of chicken from here on.

I heard somewhere that Apple hasn't been expensing stock options for a while and may do so in the next quarter. This means an additional expense item that could affect profit figures.
Click to expand...

You're looking at trailing PE, which isn't a very useful tool to gage the value of a company growing as quickly as Apple. Their forward PE is about 37, which is still pretty rich but not as difficult to swallow as 70. All other things being equal, that number should be expected to decline as analysts increase their revenue forecast numbers for the company.
 
k2k koos said:
This might be very interesting indeed, and could even give the mac an edge as a gaming platform, if the CELL is going to be used in the PS3, and is also in one form or other being introduced in the next gen Macs, the games could be compatible, and that is good! As Steve said at Macworld, NO MORE EXUSES! :) :)
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Sounds good, just add an iPlay Game Store for game downloads! :D
 
I had just checked the ticker and saw that AAPL was up $3.85 for the day. I naturally assumed it was because the split was coming soon, but this info tells me there's more to it than that. A Sony/Apple merger for Movie sales would be awesome. Especially since Apple has fully embraced the DV format with the latest and greatest compression technology. Hope we see some good stuff at WWDC. I plan to buy some stock after the split, and it sucks I didn't do that years ago.
 
JRM said:
I reckon!!!!!

It'll have to be Sony screwing over Apple. Or IBM screwing everyone coz they can't produce enough Cell's
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I think you've got it with IBM not being able to produce enough chips on time. Aren't they having trouble producing enough of the 64 bit chips right now? As an omen, If we don't get a dual 3.0 ghz G5 by WWDC, then we might get the Dual Core chips by the year, say, 1,827,482,348,438,795,490,532,897,523,528,745,854. (Or at least later than we would all want...)
 
Am I missing something?

CELL processor based on PowerPC core... really small, low heat/energy,
passed the 8 ghz mark, and someone said that there's even an ativec processor on this thing...
Apple has a problem regarding it's powerbooks, how is this processor not the perfect solution?
PS3 is the first major electronic device to use this, while Nintendo's Revolution and Xbox 2 both will use g5 processors. There's no doubt that next-gen games will continue to be cross platform, so there can't be too much of a difference between the two.
Are you guys trying to say that there's a bigger chance of Windows: Longwait, an x86 system, being fully ported to CELL than there is of OSX being optimized for CELL?
We all know about Apple's nuclear g5 problem... how is the CELL processor not the most logical next step for the Powerbook line?
 
yup- the computer world is-a-changing!

GFLPraxis said:
Do you remember the rumor about three hardware companies asking Apple to license OS X?

My guess is...IBM, Sony, and Toshiba.

Perhaps thats even why IBM sold their computers to Lenovo, so they would drop out of the x86 market altogether and go to Cell...

If I'm right, we'll see Cell-based VAIOs and Toshibas and IBMs.

Perhaps IBM for the server market and Sony/Toshiba for desktops.
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IBM has lost it's way with x86 reliability crises, yet the UML rocks, and on-demand/websphere stuff still resonates.

Sony totally lost it's way innovation-wise (lots press to confirm). A hungry company keen to revisit glory-days.

Toshiba most solid Wintel laptops around 4ever, and a good bet for media-centric developments.

Dell, HP/Compaq always also-rans in the vision and quality game (except HP printers division- cash cow yet quality again suspect now; HP workstations great a decade ago).
 
relimw said:
Don't forget that the last PowerMac was introduced around WWDC last year, and there haven't been any updates since then. I highly doubt Apple has been sitting around thinking 'Our customers won't care if we just come out with a 2.8 GHz speed bump on the top end. They didn't rebell when we didn't give them a G5 powerbook this time around.'.

After a year, I'd expect something fairly significant to be in the works whether or not it's a cell-based chip or not.
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I hope you are right, however from what I have been reading, IBM has dropped the ball big time. The ghosts of MOTO are coming back. We may have to wait another 6 months before we get a significant speed bump on the PowerMacs.
 
DrNeroCF said:
CELL processor based on PowerPC core... really small, low heat/energy,
passed the 8 ghz mark, and someone said that there's even an ativec processor on this thing...
Apple has a problem regarding it's powerbooks, how is this processor not the perfect solution?
PS3 is the first major electronic device to use this, while Nintendo's Revolution and Xbox 2 both will use g5 processors. There's no doubt that next-gen games will continue to be cross platform, so there can't be too much of a difference between the two.
Are you guys trying to say that there's a bigger chance of Windows: Longwait, an x86 system, being fully ported to CELL than there is of OSX being optimized for CELL?
We all know about Apple's nuclear g5 problem... how is the CELL processor not the most logical next step for the Powerbook line?
Click to expand...
Hmm, I never saw any release about it being able to do 8GHz. They only said 4.5GHz or better.

Assuming it preforms as stated, it would be a perfect chip for the powerbooks. I believe the IBM estimate for power output was around 35 watts.

I doubt that M$ anything will ship on this Cell chip. M$ might create their own custom cell and run WinCE on it (or even Longwaithorn).
 
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