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AAPL Stock: 562.29 ( -3.03 )

Apple taking on Dell? AMD partnership coming?

updated 05:05 pm EDT, Thu June 9, 2005

Fool.com on Apple-Intel


Apple's real target, Dell and other PC companies, was the driving force behind Apple's Intel Switch, according to a Motley Fool columnist. "," which will enable Apple to grow its marketshare, tout head-to-head performance comparisons with Windows on similar hardware, draw more switchers (than the number of lost Mac faithful), and could lead to Mac OS X licensing to other PC manufacturers.


by MacNN Staff

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Comments

  1. climacs

    Fresh-Faced Recruit

    Joined: Sep 2001

    0

    hit 'im with the chair!

    God I would love to see Jobs wipe that smile off Dell's face.

  1. climacs

    Fresh-Faced Recruit

    Joined: Sep 2001

    0

    Cringely vs. Motley Fool

    is it Apple/Intel vs. Microsoft? Or Apple vs. Dell?

    hmm. Apple/Intel vs. MSFT makes more sense to me if being bought out is Steve's ultimate goal. If he intends to remain independent, Apple vs. Dell.

    By the way what is the possibility of someone buying Apple? Is the stock really as cheap as Cringely makes it to be?

    Their current market cap is $31 billion, so if you wanted to buy Apple you'd need 50%+1 shares or $16.5 billion plus some kind of premium. Let's say it's 20%, so $20 billion.

    Intel's market cap is just shy of $171 billion today. Seems like they could buy Apple with stock, most if not all of the purchase. And of course Apple has all that money in the bank.

    Am I way off?

  1. :dragonflypro:

    Senior User

    Joined: Sep 2003

    0

    "Get a Mac!"

    Suddenly has new meaning…

    Buy a mac with the security of being able to 'fall back' on windows if you really have too.

    But once they have you in X, why would you want too?

    And for those die hard corp users they are a 2 for 1 workstation.

    Swiss-Army-Mac.

    T

  1. Louis_SX

    Junior Member

    Joined: May 2005

    0

    lost faithful?

    I can't figure out these pundits who talk about the "lost" Mac faithful that are going to disappear from Apple's sales. The only people I can think of who'd do anything of the sort are the technical snobs who love PPC to the death, and what are they going to use to be productive? Amiga OS4? Do you really think there will be other PPC machines that keep pace with the performance Macs will have on x86? There will be no more PPC-based computers. It'll be a console chip from here on out. Sure, it was faster clock-for-clock than Intel's Netburst scam, but it's done. In 5-7 years, even a 2.7GHz G5 will be slow, and I don't see other PPC platforms for the technology snobs to go to. Get a grip! There's nowhere for Apple's marketshare to go but up, and it'll bring us Mac faithful kicking and screaming all the way.

  1. the Rebel

    Fresh-Faced Recruit

    Joined: Jul 2000

    0

    licensing

    The only reason why Apple should ever OEM license OS X to other PC manufacturers would be if Apple wanted to get out of the Mac hardware business. As long as Apple continues to design new Macs, there is no tangible benefit from OEM licensing th OS.

    Apple can make a Mac as cheap as any other PC. Steve Job may not want to make cheaper Macs, but that is no reason to let some other manufacturer collect most of the software profit and all of the hardware profit. If Apple wants to allow other PC manufacturers to sell PCs with OS X pre-installed then Apple should charge the manufacturer $129 per copy. Apple would lose the profit from the hardware sale, but at least the would still collect the full software profit.

    Also, the poster saying that there will be no more PPC based computers is absolutely wrong. IBM's PPC chips are used in most of the world's fastest computers. IBM is not going to stop using PPC processors in their computers just because Apple says that they are going to Intel.

    BTW, if Apple is stupid enough to OEM license OS X to other PC manufacturers then I hope that IBM will decide to OEM license OS X for some of their own systems.

  1. jhorvatic

    Fresh-Faced Recruit

    Joined: Apr 2005

    0

    OSX licensing not in the

    I don't see OSX getting licensed out to other PC vendors anytime soon. Not even 10 years from now. Apple is a hardware company building computer hardware of there own. OSX is for Apple computer's use in there own systems only. I don't think they could make enough money if they gave up there hardware business and just licensed there OS software. I think they know it as well so that's why I don't see them ever licensing OSX. If they did that I don't think they would last long as a company and then everyone would lose.

  1. Eriamjh

    Addicted to MacNN

    Joined: Oct 2001

    0

    Total BS

    BS based on nothing...!

  1. action

    Mac Enthusiast

    Joined: Mar 2003

    0

    osx licensing is...

    hi folks,

    anyone who thinks apple wouldn't abandon, sell, or get out of the computer building business is crazy. they could and can do it in a heart beat.

    what was apple's total revenue last year? 20 billion? not profit but revenue.

    out of that 40% was from ipod sales, 10% from software sales and the rest from selling computers.

    so 50% of 20 billion is 10 billion in hardware sales.

    didn't jobs just announce they have already sold 2 million copies of tiger in 2 months. that's $250 million. that comes out to 1.5 billion in revenue for tiger alone for a year. not counting final cut and all the other software apple would make on all these new computers needing software. no wonder microsoft hasn't killed off the mac business unit.

    this whole notion of apple not licensing osx because it will kill off their hardware and their hardware is too profitable to lose is non sense. with all that revenue apple only made a few billion in profit. the overhead for hardware revenue has to very high compared to software revenue.

    apple divided it's computer business from the ipod business.

    they did this knowing it would be easier to sell the mac computer hardware business this way. or have it taken over by let's say intel.

    apple licensing osx to third party manufacturers is not far fetched and maybe apple's long term strategy.

    chung lee

    the financial numbers abover were taken from memory and rounded off from apple's last financial earnings report i read. mostly for illustrative purposes but i think the numbers are pretty close.

  1. rotuts

    Grizzled Veteran

    Joined: Jan 2001

    0

    Drivel from Fools

    there not called Fools for nothing. this is just hype with no basis. Sure Apple would like to beat Dell, etc and have 96% of the market. its about faster chips for top of the line powerbooks, and close to top chips for the rest. Intel can make chips more reliably than AMD, and will leap ahead of AMD in the future and AMD will leap back. People buy Dell because: they are forced to run Windows, they like cheap, they are ignorant of the OS differences, Don't care or are hard core gamers. for the rest its the OS.

  1. koolkid1976

    Fresh-Faced Recruit

    Joined: May 2003

    0

    OS X on Intel

    Will splap bloated Longhorn silly performance wise.

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