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Intel Inside/IBM out of picture
Authored by: mireth.com on Jun 07, '05 05:08:14PM

I think it has to do with 3 things:

1. Portables. There is no G5 laptop on the horizon - ever. Yet laptops are a huge part of Apple's business. The currnent G4 laptops are looking pretty sad beside a Wintel box

2. Windows, un*x and OS X GUI all on the same box - nuff said.

3. Future products. The iPod is just the beginning. Remember Steve J.'s vision is for Apple to be the next Sony (not to replace but to be the next). Imagine, if you will, consumer electronics products built on a stipped down OS X running on embedded CPUs.


----- Totally wild speculation on -----

The iPod revenue has also given Apple something it has never had before -- freedom from total dependence on Macintosh hardware revenue. This may tempt Apple to once again try OS licensing (remember the last disaster occurred as a result of hardware revenue lost to OS 7 licencees) secure in the knowledge that the iPod revenue (and even its Application software like iLife being sold as an add on for third party OS licensees) is safe and could cushion things during the licensing transition period. Licensing OS X is a MUCH easier sell if it runs on Intel.



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Intel Inside/IBM out of picture
Authored by: chris_on_hints on Jun 08, '05 07:02:41AM

Nice thinking.

1) - absolutely agree. Intel have a range of low power chips for laptops that run cooler and are more efficient than the Pentiums (which are as hot as a G5)

2) - yes, but i wouldnt put XP (or longhorn) on my IntelMac. EVER! But I would like to use Wine to run Windows apps, without the need for windows itself... Maybe developers will stop porting the PPC version to x86 and just make sure their windows x86 binaries will run under Wine... Might be less effort for some of them.

3) - yeah - bring on those future products. Jobs is a smart cookie, and from the "every version of OSX has been compiled for Intel since 10.0" bombshell, it is clear that he is thinking ahead and has a good stretegy.

My speculation would be to suggest that maybe the on-chip DRM that Intel have was the deciding factor. Maybe that would be how Apple could lock OSX down to their machines, and give further security to the iTunes music store components... especially if they are wanting to move into film.



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