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Merrill Lynch on Intel in Macs, Video iTunes, V-iPod

updated 01:25 pm EDT, Mon May 23, 2005

Merrill Lynch on Intel

In its latest report on Apple, Merrill Lynch weighs in on today's headlines regarding a possible . Analyst Steven Milunovich says a Wall Street Journal report that Apple might switch to Intel processors may hold some truth. "What is the benefit to Apple and consumers? One might be in notebooks, where Apple has said that heat dissipation makes it difficult to put a G5 into a laptop." Analyst Steven Milunovich points out that "this wouldn't have been a lead story a year ago," showing how far Apple has come in terms of cultural importance.

"Historically, changing chip architectures has been very difficult and painful. The article suggests that Apple may have already done most of work porting OS X to Intel Still, we'd be surprised to see a wholesale switchover to Intel processors with Mac momentum finally kicking in."

iTunes Video Store

Milunovich also comments on the possibility of a iTunes music video store. "The music industry doesn't have an outlet to sell music videos and likely would cooperate with Apple." In addition, Netflix said that given Apple's recent hiring and lease of space, the company "has designs on subscription video of some kind." And Apple has "expressed interest in high definition video." Milunovich says concerns about what Apple does next to maintain its level of success "seem premature."

"I want my V-iPod."

Merrill said that selling videos via iTunes may be a precursor to a video iPod. The new features within iTunes allow users to download full versions of QuickTime music videos. Merrill had previously speculated that iPod video capability for short clips could be available by the start of the holiday shopping season.

Best Buy off to slow Mac mini start

Store managers told the Merrill analyst that PC users are reluctant to make the switch to Mac and are opting for low cost PCs, such as Gateway's eMachines. Some store associates said they are at a disadvantage with Macs because Best Buys don't carry software for Apple, according to the research report. However, the firm says that "Mac mini sales appear solid at Apple stores."

Merrill Lynch reiterated a 'Buy' rating with a price target of $51 per share.




by MacNN Staff

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Comments

  1. chadpengar

    Joined: Dec 1969

    0

    prob. support or XScale

    Most likely Apple is talking with Intel on USB or other support chips or on using XScale processors in some sort of handheld or other low power device. XScale is a sort of StrongARM chip and is popular in Palm and Pocket PC type machines.

  1. urapns

    Joined: Dec 1969

    0

    Intel

    These analysts should pay attention to data sheets, the G5 as we know it today dissipates 30 watts, the Pentium M (Intel doc # 25068607) dissipates 35 watts, the G4 is closer to 12 watts...how is 35 lower than 30???

  1. dave a

    Joined: Dec 1969

    0

    StrongARM

    Remember Newton? As I recall the final versionused the StrongARM, which was not then owned by Intel - it is now.

  1. wings_rfs

    Joined: Dec 1969

    0

    BestBuy's B.S.

    "Store managers told Merrill Lynch that PC users are reluctant to make the switch to Mac and are opting for low cost PCs like eMachines."

    That's B.S., with a capital B and a capital S. I went into a Best Buy store in Winston-Salem, NC not long ago to buy a friend a Mac Mini for his retirement gift. I walked up to a salesman who was standing in front of the Mac Mini and told him I wanted something small, cheap, easy to use, and something that wouldn't get eaten up with viruses. Told him my friend already had a computer but it was replacement time. If that isn't coming right out and asking for a Mac Mini, I don't know what is. Ya know what he did? He walked me over to the eMachines and pointed out the cheapest model they had. Price? 500 bucks. So don't tell me PC users are reluctant to make the switch - they don't even know there is something else to switch to when shopping at BestBuy.

  1. Bryson

    Joined: Dec 1969

    0

    Totally agree

    wings is right, if Best Buy cant sell the Mini it's due to their own incompetence, not because of software. I've had similar experiences there. The people who work there are nothing more than trained monkeys. Selling a Mac requires knowledge of the product and how Macs can benefit the user. They can't deliver this kind of service.

    In 6 months the mini will be pulled and every idiot will start predicting the demise of Apple, again. Truth is, if Apple wants to sell at Best Buy they need to either train the staff that exists, or put their own people in there.

  1. denim

    Joined: Dec 1969

    0

    Been there, done that

    They've done that with CompUSA. After a few false starts, it seems to be working out fine.

  1. Nostromo

    Joined: Dec 1969

    0

    Whaaa????

    "One might be in notebooks, where Apple has said that heat dissipation makes it difficult to put a G5 into a laptop."

    Yes, because, of course, if Intel chips are known for anything, it's how little power they consume and how COOL they run.

    I'm now convinced that these "analysts" are nothing more than monkeys sitting in front of a dart board on which are written all the multitude of FUD catch phrases, and they print whichever one "Mr. Teeny" comes closest to hitting that week.

  1. tuckjos

    Joined: Dec 1969

    0

    Doesn't make sense

    If Apple releases a ported version of OS X that runs on WIntel (which is the implication when we discuss the possibility of future WIntel Macs), that might just lead to rapid adoption of the Mac OS. But the reason for that is that people will be thinking, "Sweet, now I can get the Mac OS and get rid of my viruses and this Winblows c*** without having to buy a new computer!"

    The point is, it has the potential to be hugely successful on the software/operating system side, but catastrophic on the hardwaare/computer side.

    Why would Apple do that to itself? I'll believe it when I see it.

  1. throatmonster

    Joined: Dec 1969

    0

    Financials Headline

    If this story makes the Yahoo Finance headline, It's just as likely it's a pump-and-dump story that's cought everyone's fancy. Apple already uses Intel chips; not sure about the accuracy of them talking about microprocessors, specifically.

  1. bobolicious

    Joined: Dec 1969

    0

    Intel's still hot...

    ...my 1.8ghz celeron processor laptop's fan comes on 70% of the time, which quite frankly antagonizing, and next to my silent Ti - well let's just say it's one of the reasons I use my mac whenever I can...

    I keep hoping liquid cooling will enable a g5 powerbook...

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