another knock on AMD/Intel CPU's
Someone has already pointed out that Pentiums and Athlons draw a hell of a lot more power than PPCs, generating tremendous heat.
While placing a couple slots in the tops of Pentium/Athlon units so one could toast bread, muffins, or bagels might be a novel approach that would garner tremendous free publicity (mind share is proportional to market share...generally), the maintenance would be a huge inconvenience.
With my present PC's, I seldom clean the dust off my CRT's and boxes. I can't imagine ever popping the box to empty out the crumbs.
Now, to make matters worse, some brilliant marketer might convince Apple to employ a side-loading slot with convection ducting so that one could cook small pizzas. Well, I love pizza, man do I love pizza. But now we're talking about having to clean out the grease and various nasty food spatters.
No, with the increased threat of a major energy crisis due to the problems in the Mideast, we must conserve energy. To employ Pentiums/Athlons, we would be ethically obligated to go the toaster-oven route to justify the power. As Bush Sr. used to say, "it wouldn't be prudent"!
Seriously though, I do have a practical point to make that hasn't been raised in this thread, though others. Apple is clearly strengthening its position in multimedia and scientific workstations. And I suspect, later it will muscle into Internet/Intranet servers as an industrial strength, low overhead (headcount) solution. This screams for multiple processors (and vector processing).
Not only do the Intel/AMD CPU's draw a butt-load of power but they also do not satisfy all of the MERSI criteria for optimal symmetric multiprocessing. Mind you, Intel/AMD may have improved upon this but if they have I haven't heard about it yet, which wouldn't be a shocker.
With PPC's, except for the G3, being very MERSI compliant, Apple can get much better SMP performance with PPC's than with Intel/AMD CPU's, so long as the individual CPU's are not radically disparate in performance.
With 300mm wafer production propagating through the industry, the price of CPU's will go down substantially, providing greater pressure for mainstream employment of and workstations' more extensive usage (more CPU's) of SMP.
The server market is already itching for lower power CPU's for their server blades because the Intel/AMD-based hardware requires additional expensive power supplies and cooling equipment that easily rack up an additional $15,000!
Apple enjoys some positive differentiation from the rest of the market with its reputation for quieter machines because its machines draw less power and bleed less heat.
I'm not bullish on Intel/AMD right now. However, if Moto and IBM don't get their s*** together this year, I'll start growing horns.
As for the $500 MM buyout option of Motorola's PPC interests, I agree that this does NOT include the fab assets. Apple would be extremely foolish to buy those assets. Those assets are failing to keep up with Intel/AMD manufacturing advances (I am referring to mass production of high-clock CPU's, not advanced technology such as SOI, AltiVec, and copper interconnects.). Managing them would seriously distract Apple from its core competencies. Their lower margin generation would bring down Apple's overall margins. Apple's cost of capital would go up, as well as its financial beta.
The big question that I can't answer is just exactly what would such a buyout include in the way of the intellectual property that Apple relies upon? Would it include AltiVec? SOI? Copper interconnects? Silicon Germanium compositing?
If the option would get Apple the desired technologies, Apple shouldn't hesitate to execute, even if Apple continues to source Motorola in the short term. Over time, I would expect that Apple would outsource manufacturing of its in-house designs, courtesy of this option plus Apple's existing intellectual assets and human power, to AMD, IBM, Intel, and/or some Asian fabs.
Well, there I go again. I wrote another damn novel!!!
BTW, please remember to clean out your Intel/AMD based PowerMac's periodically. It might smell nice but its a fire hazzard.
Eirik