Why is this a necessary condition?
The first half is that even a non-BD Mac can't become even more expensive than it already is, because of the Public's longstanding
perception (regardless of if it is pedantically right or wrong) of what's become known as the "Apple Tax".
Apple's leadership (Tim Cook) has made tremendous strides in closing the price gap through supply chain efficiencies - - but because Apple doesn't compete on the low end (or pursue narrow 'commodity' margins), there's still a gap ("Tax") that persists. To add even $10 to all Macs' MSRPs undermines their work because it is moving in the wrong direction.
Such a narrow focus on "bean counting" would make sense if Apple were a struggling underdog - but quarter after quarter of obscene profit margins should mean that Apple can "do the right thing" even if under microscopic examination the margins for feature "X" aren't as good as for other features.
But if that were really true, then wouldn't we have had Firewire 1600 three years ago and FW3200 last year?
Ditto for USB3 and other "Leading Edge" items...we can all easily go find the MR threads on the complaints in this area. The evidence we have says that Apple has been very blunt nosed pragmatic in every thing that they do, particulary when it comes down to the essense of the cost:benefit of each hardware or software investment.
And the bean counters have a hard time with the "halo effect" - would people who don't buy the BD option choose to buy an Apple because the option is there, and would the lack of the option push others to buy Windows systems?
The halo effect is a stragetic interest...but the product still pretty much has to make it on their own. When we look at the non-Mac product lines such as the iPod, iPhone and iPad, they have consistently been financially successful in contributing to Apple's bottom line (short term) and was as that halo of strategic interests (long term).
A noteworthy exception to this has been the "hobby" of the Apple TV ... but I believe that the current indications are shaping up that it had a quite long gestation period and is just now finally gaining some traction. Time will tell.
The other contributor to this is that Apple has a long history of "Getting Out Of The Business" in product areas which they don't find particularly profitable (or noteworthy for growth?). The classical example are the Apple LaserPrinters. The basic philosophy appears to be that they don't want low profit margin items, which also tend to correlate to "Low Profit Margin" customers.
"In most industries bad customers are those who do three things: they order rarely, they pay slowly or not at all, and they make unreasonable demands. They want a product or service but they don’t want to pay for it. So they end up being tough to deal with or unprofitable." - Gary Ahquist (Booz Allen Hamilton)
The only rational explanation is that the turtlenecked overlord is simply lying about the "bag of hurt" thing, and the real reason for Apple's lack of BD support is to further fatten the bloated pig that is Itunes (application+store).
That's a clearly emotional response. The rational explanation that I'd expect is that the relevant Apple Business Units have cranked the cost & benefit numbers (inclusing BU interactions) and they don't see it as having a favorable return on investment (ROI) within the overall Corporation. Yes, this very well could be that BD is probably a risk to the iTMS profitability, but the overall picture is unlikely to be this simplistic.
For example, by what specific percentage would adding BD to the Mac increase Mac sales? Assume that this excercise requires that the current profit margin is to be maintained: since adding BD can't be done literally for free, unless BD significantly alters consumer price elasticity principles effectively means that the problem is fully constrained: the Mac design will have to be cheapened somewhere else to hold your manufacturing costs constant so to avoid a price increase, since that would reduce consumer demand.
If my income stream depended on Apple's support for pro systems and applications, I'd be very worried.
Increasing levels of participation on a thread are manifestations of increasing interests. If it isn't direct (such as income), it simply must be something else. So who moved your cheese?
And "ActiveStorage" is an Xsan replacement - it doesn't even begin to replace an Xserve - it doesn't even run Apple OSX!
The main customer's capability requirement is "Run XSan".
Buying an Xserve to do this is one way of satisfying this requirement, but to assume that it is ONLY way to meet the customer's requirement is tunnel vision. To redefine the requirement to: "XSan run on OS X" is scope creep. It may be justifyable scope creep, but that requires a (cost:benefit) to quantify it for business planning purposes.
I still don't get Xserve, I know they had to profit on that.
IMO, Apple seems to look beyond current profits and current business at its longer term prospects. What they apparently saw here was that OS X on the XServe simply wasn't a necessary condition for supporting XSan - it was effectively a requirements 'overkill', which carries a cost.
Similarly, at the low end of consumer requirements, OS X Server on a mini satisfies their performance needs at a fraction of the expense, so the XServe was requirements overkill here too. Reportedly, the mini Server has been outselling the XServe for awhile, and with the mini satisfying that requirement, this also allowed Apple to gain production efficiencies through manufacturing convergence streamlining (there's Tim Cook's fingerprints).
As such, the XServe effectively got caught in the middle as a less than optimal solution to these two basic main customer needs ... as a deoptimal solution for "everyone", the right business decision is to kill it.
-hh