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Apple, Intel and PC Manufacturers
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Hopefully that is a conservative estimate. I think that the vast majority of PC users look at OS X as a thing of beauty, and that they would switch in a minute if their Windows only apps ran natively. The switch to x86 is the last hurdle for many potential switchers to overcome.SiliconAddict said:
Hopefully we'll see a Mac revolution in the next 2 years. This switch to x86 has a potential huge upside. Apple may feel the kind of market share that they had back when the Apple ][e was a favorite. I remember quite clearly learning how to use a computer on an Apple ][ in First Grade, then the IBM invasion, and Windows 3.11 for workgroups came along, and there was no turning back.
With Merom and OS X 10.5 Leopard, I plan to go full circle. It does have a happy ending after all.
You forgot the most popular rumor, and that's Apple switching their entire line up of computers to Intel all at once next month, putting 4 dual core yonah's in every iBook! They'll be giving them away too at bottomed out prices. < $500. Go Apple rox0rs!mdavey said:
It's called business!!
This is a dumb article....
Saying a company is difficult to work with is moronic. Are they supposed to be nice and just take the first deal offered?
Its called business....I doubt apple makes business decisions on the premise that they want to be nice.
This is a dumb article....
Saying a company is difficult to work with is moronic. Are they supposed to be nice and just take the first deal offered?
Its called business....I doubt apple makes business decisions on the premise that they want to be nice.
Well,
* Intel has been "wooing" (I hate when they say that) Apple for years. They want Apple. IBM and Freescale don't. This HAS to be a step up in that regard.
* Apple has been working on the Intel contingency plan for a long, long time. It's not a hasty choice.
* Both companies entered into this arrangement willingly and with open eyes, knowing each others' reputations--the good and the bad.
* AMD is compatible, and remains an option for the future. Two potential suppliers is a good thing.
* Maybe Apple and Intel WILL aggravate each other. I don't care, those guys get paid the big bucks Work it out behind closed doors and ship my Macs!
* Apple won't be first with Yonah. They'll be AMONG the first, and THE highest-profile in the press. The first machines will come at CES, I assume. It would be odd for Intel to announce the chip and have no machines that use it yet.
* Imagine the frustration of whatever PC maker(s) ARE first next week... when the articles about it tack on speculation about Apple one-upping them Free Apple publicity even when another company announces something? It's been known to happen...
* Intel has been "wooing" (I hate when they say that) Apple for years. They want Apple. IBM and Freescale don't. This HAS to be a step up in that regard.
* Apple has been working on the Intel contingency plan for a long, long time. It's not a hasty choice.
* Both companies entered into this arrangement willingly and with open eyes, knowing each others' reputations--the good and the bad.
* AMD is compatible, and remains an option for the future. Two potential suppliers is a good thing.
* Maybe Apple and Intel WILL aggravate each other. I don't care, those guys get paid the big bucks
Work it out behind closed doors and ship my Macs!* Apple won't be first with Yonah. They'll be AMONG the first, and THE highest-profile in the press. The first machines will come at CES, I assume. It would be odd for Intel to announce the chip and have no machines that use it yet.
* Imagine the frustration of whatever PC maker(s) ARE first next week... when the articles about it tack on speculation about Apple one-upping them
Free Apple publicity even when another company announces something? It's been known to happen...animefan_1 said:
Correct. After having an email exchange with him some months ago regarding the flagrant inaccuracy of one of his columns, I've determined that Enderle really is a hack analyst. There's a reason why there's only one employee of his company "The Enderle Group"; namely himself.
csimmons said:Correct. After having an email exchange with him some months ago regarding the flagrant inaccuracy of one of his columns, I've determined that Enderle really is a hack analyst. There's a reason why there's only one employee of his company "The Enderle Group"; namely himself.
I'm sorry to correct you, but there are two - yes TWO - employees at the Enderle group. Rob and (most likely his wife) Mary.
http://www.enderlegroup.com/profile.htm
With an employee roster like that, how are institutions like Forbes, The Wall Street Journal or Piper Jaffray going to compete.
**No offense to Mary, I'm sure she's a nice lady. Her husband (or whatever), Rob...I stick by my earlier statement.
mad jew said:
I actually preferred the old quad-hamster models (2 hamster wheels with two hamsters running in each wheel) over rubberband models, but that's just me.
nagromme said:
Fixed that for you.
That word makes all the difference in the world. That word never existed between Moto and IBM. That word drives the performance of CPU's forward. That word, IMHO, is the main reason Apple is doing what they are doing.
m-dogg said:
Is that the one with one big hunk of cheese. Or are they going with two- one for each mouse?
Amazing, Apple has not placed itself right in the middle of a great position.
Mac OS 10.4 runs on PPC and x86 now, great if x86 flops they will still have the PPC version ready and up-to-date. It's a win/win situation on the OS level.
Apple has the number one portable music/multimedia player on the market, and they plan on converting it all to flash memory with the contract they set in place a month or so back. Plus the iTMS which will run on only the iPod and the ROKR mobile phone.
Apple already has the best selling portables in the world, and Intel would be nuts to to supply them with they best mobile processors.
Low-end desktops and High-end workstations and servers will all fall into place, soon enough.
Steve Jobs already knows that if MS Vista does not live up to what it has promised and be as good as 10.4, the user base will switch over to something else, Mac OS X or Linux. And since Linux is scary for the beginner user the will either choose Mac OS X if not live up to the horrible history of Windows with Vista.
Mac OS 10.4 runs on PPC and x86 now, great if x86 flops they will still have the PPC version ready and up-to-date. It's a win/win situation on the OS level.
Apple has the number one portable music/multimedia player on the market, and they plan on converting it all to flash memory with the contract they set in place a month or so back. Plus the iTMS which will run on only the iPod and the ROKR mobile phone.
Apple already has the best selling portables in the world, and Intel would be nuts to to supply them with they best mobile processors.
Low-end desktops and High-end workstations and servers will all fall into place, soon enough.
Steve Jobs already knows that if MS Vista does not live up to what it has promised and be as good as 10.4, the user base will switch over to something else, Mac OS X or Linux. And since Linux is scary for the beginner user the will either choose Mac OS X if not live up to the horrible history of Windows with Vista.
I don't worry much about Apple's relationship with Intel. Apple automatically becomes one of Intel's biggest customers, so I have a feeling they'll be able to work out whatever ails them. In switching to Intel, Apple does lose some of the hardware cachet that we've grown to know and love (and hate). Apple's hardware rollouts will probably be a little more subdued in the future if only because all of the PC makers will be introducing products based on the newest Intel processors within weeks of each other. The new bragging rights will come with OS performance. If OSX performance doesn't keep pace with Windows now, Apple won't have anybody to blame but themselves.
Merom Will Be at Macworld New York 2006
Hey, remember that rumor that Steve Jobs was shot down by intel when he requested that Merom(laptop)/Conroe(desktop)/Woodcrest(server) be moved up for release in time for macworld to keep his promise that intel macs would be out by june-july 2006?
Well, it seems a strange coincidence that intel has moved the release of the aforementioned next-gen core up from it's original Q4 release schedule, all the way up to July 2006, exactly the time good-ole Steve asked for it to be released.
I think the rumors of the demise of Steve's negotiating skills have been a little premature, don't you?
Hey, remember that rumor that Steve Jobs was shot down by intel when he requested that Merom(laptop)/Conroe(desktop)/Woodcrest(server) be moved up for release in time for macworld to keep his promise that intel macs would be out by june-july 2006?
Well, it seems a strange coincidence that intel has moved the release of the aforementioned next-gen core up from it's original Q4 release schedule, all the way up to July 2006, exactly the time good-ole Steve asked for it to be released.
I think the rumors of the demise of Steve's negotiating skills have been a little premature, don't you?
nagromme said:Well,
* Imagine the frustration of whatever PC maker(s) ARE first next week... when the articles about it tack on speculation about Apple one-upping them
This also means that now the press will be comparing Dell (Win OS), Alienware (Win OS) and Apple (Mac OS) and do a head to head competition and comparison of the cost of hardware and the performance of the software.
It can be seen as a good or bad thing, since the good is that prices on hardware will be only marginally lower or higher and the performance is the breaking point.
This will also place to rest all the Mac is better than PC's and visa versa arguments that have been going on for centuries.
2006 and 2007 will be very very interesting once Vista is released. And the future of the performance of an OS on the same hardware will be decided.
wfc5000 said:
Considering that Apple is not only buying processors from Intel, they also have a contract for Flash Memory.
If Intel pisses off Apple, Intel has not only its Processor but also its Flash Memory divisions to worry about. And this news will not be seen as a position in investors eyes.
Well first of all, most people won't switch, and even more won't use Linux, let alone even know what Linux is. Secondly, I think that people just use the OS that's installed with the computer when they buy it, and that's going to be Vista. Third, sure Windows 95/98 instability combined with the bitterness towards Microsoft's success led to the feelings about Windows that still seem to spill over into present day computing. But to be fair, Windows XP is quite stable. Sure that there are thousands of viruses written specifically for it, but it's operating stability is compariable to just about any workstation, including OS X. There is no reason to think that Windows Vista will be any less stable then XP, and should prove to be even more stable. Looking at one instance of Microsoft's Operating System history with poor stability and then labeling the whole Windows franchise unstable is not very fair. I could point out some old Mac OSes that were just as bad. OS 7 was pretty scetchy...maya said:Steve Jobs already knows that if MS Vista does not live up to what it has promised and be as good as 10.4, the user base will switch over to something else, Mac OS X or Linux. And since Linux is scary for the beginner user the will either choose Mac OS X if not live up to the horrible history of Windows with Vista.
ppayne said:
However with a flawed OS like Windows and who knows Vista, the main point is not really hardware its performance of the OS and applications on that hardware.
Intel might have a horrible processor, however if Mac OS X runs fast on it, no one will care.
AMD might has a great processor, however if XP or Vista runs like crap in comparison to Mac OS X then what is the point.
Are we forgetting that Apple's market share is still around 4%? I hardly think that Apple has that kind of power with Intel yet.maya said:Considering that Apple is not only buying processors from Intel, they also have a contract for Flash Memory.
If Intel pisses off Apple, Intel has not only its Processor but also its Flash Memory divisions to worry about. And this news will not be seen as a position in investors eyes.
Randall said:
Quadrupling sales should be easy in 2006 (with mactels in jan) and from then on its the ipod success all over. The home computer are belong to us, corporate can stay with MS and they may choke in it.
Randall said:
Only time will tell.....
You are thinking that people will switch overnight, however it will take its time 5-10 years. Since Vista is said to require new hardware to run it. At this point you look and say do I still want to stick to what experience I had with Windows or do I want to make a switch with all this positive press and feedback. Remember by this time the applications that run on Windows should have no problem being ported to Mac OS X.
So its one of those decisions that is made on an individual bases.
Randall said:
With only 4% of the market share in Mac OS X (PPC) terms, Apple is seen as an innovator by the computing world. And also with the switch to x86 it is also being seen as an emerging market. Emerging markets are usually small at first with the potential to grow fast.
Do you want to rethink your comment?
Risky, Yes. However profitable in the short-term with a good future, also Yes. Intel knows the risky and at present its market is not really growing in to every venue it can, and with the Mac OS X camp agreement it is doing everything possible to please its investors.
Apple is still only a fraction of the computing world. I stand by my original comment that they hold no water with Intel, they are mearly along for the ride it this point. However, there is a huge potential for Apple to grow quickly, at which point they will have the power to demand things from Intel, or take their business strait to AMD. A win/win for Apple, and yes I think that their market share will rise up to anywhere from 5-50% by the end of the decade, depending on how they play their cards.maya said:With only 4% of the market share in Mac OS X (PPC) terms, Apple is seen as an innovator by the computing world. And also with the switch to x86 it is also being seen as an emerging market. Emerging markets are usually small at first with the potential to grow fast.
Do you want to rethink your comment?
Risky, Yes. However profitable in the short-term with a good future, also Yes. Intel knows the risky and at present its market is not really growing in to every venue it can, and with the Mac OS X camp agreement it is doing everything possible to please its investors.
Randall said:
I think they hold water with Intel to the point that they are willing to use Intel designs in a faster timeframe. The Mac may very well be the poster child for an Intel inside world. The whole “SEE! Look what is possible with Intel hardware.”
OEM's are pretty much a dime a dozen. Dell, Toshiba, Gateway, Sony, Alienware. They make computer. Some make really godo computers. Apple on the other hand crafts their hardware to the OS. Something that no one else does, or can do. Apple is something AMD doesn't, for now, have. So I fully expect some preferential treatment when it comes to Apple. We’ve already seen hints of this from Intel. There apparently is a division setup for Apple at Intel. What they do is unknown but you don’t go through those kinds of hoops if you are’t willing to give your customer a virtual backrub.
That being said I don't expect Intel to lube up and bend over. Apple is going to try and take every advantage of Intel, and vis versa (SP?) that is the way of business....the way of the forc...commerce.