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Apple, Intel trying to dethrone Microsoft?

updated 04:15 pm EDT, Thu June 9, 2005

Mactel to dethrone MS?


Apple's "parnership" with Intel is , according to technology columnist Robert Cringely. In reveiwing the announcement from earlier this week, Cringely says Jobs ignored the PowerPC's supposed performance advantage and the 64-bit advantage of the PowerPC chips (which is only available in high-end Intel chips), made no mention of the AMD alternative ("which equals Intel's power specs, exceeds Intel's performance specs and does so at a lower price point"), and un-characteristically pre-announced a move that no effect on consumers, which is at least one-year away: "This isn't a story about Intel gaining another three percent market share at the expense of IBM, it is about Intel taking back control of the desktop from Microsoft."


by MacNN Staff

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  1. DeepDish

    Forum Regular

    Joined: May 2001

    0

    Cringely is the greatest

    Time to buy Intel stock.

    Cringely is an "insider" of sorts, his past colums are a great read. I do not know his percentage of hits though.

  1. exca1ibur

    Mac Elite

    Joined: Oct 2000

    0

    The future, not now...

    No use trying to speculate, as he doesn't know what future chips are for EITHER company. As Apple said, they are looking at the roadmap of the next decade. Who's to say Intels doesn't look better than AMDs? We dont know. This guy is talking about the hear and now, the move was made for the 2007 and up, roadmap not the hear and now.

  1. cmoney

    Mac Enthusiast

    Joined: Sep 2000

    0

    Cringely

    I've always thought of Cringely's pieces as "informed speculation." More informed from a technical point of view than the average analyst but still speculation nonetheless. They're always a great read and usually insightful.

  1. DeepDish

    Forum Regular

    Joined: May 2001

    0

    Cringely - PBS

    Cringely has made some great PBS documentaries too. He was one of the early Apple employees. Something like number 60 something, but I could be way off with that number.

  1. njfuzzy

    Fresh-Faced Recruit

    Joined: Apr 2001

    0

    Taking back the desktop

    Sure, this is about taking back the desktop... but not just for Intel. This is about Apple taking back the desktop!

    What has been the single biggest problem for Apple selling more computers? Keeping up with the power, and perceived power, of WinTel boxes.

    What has been the second biggest problem? Apple hasn't been able to keep up with the demand for its most popular products for as long as any of us can remember.

    Apple was never going to get over 5% market share with the processor picture being what it was. Now, they can compete on technology that Apple can control (hardware and software). Now, they will always have as many processors as they need.

    Never more will people be able to say, "The fastest Mac isn't fast enough for me." Never more will people be unable to buy an Apple product they love, because Apple can't ship more of them.

    So begins the true path to regaining market share.

  1. RickP978

    Fresh-Faced Recruit

    Joined: Jun 2005

    0

    Another good point

    "This announcement has to cost Apple billions in lost sales as customers inevitably decide to wait for Intel boxes."

    I know I will nurse my Sawtooth G4 along for another year before buying a new Mac. Who knows maybe the rumor he mentioned will also be true.

    "Another clue comes from HP, where a rumor is going around that HP selling iPods could turn into HP becoming an Apple hardware partner for personal computers, too."

    It is an iinteresting time for Mac users.

  1. caspper69

    Fresh-Faced Recruit

    Joined: Jun 2005

    0

    Moron

    Cringley is a moron. His computer knowledge (or lack thereof) shows greatly in his column. His questions show he's simply no longer up to date. Let's see if we can help the all-knowing Cringley with his questions: #1) PPC vs. x86 with Apple has always been a myth. Sure, there were certain ops that run better on either architecture, but the hype has always been that -- hype. #2) As for 64-bit, Tiger is NOT a 64-bit operating system. Never has been. It supports 64-bit *extensions* for the PPC970, but it IS NOT, and WAS NOT ever 64-bit from the ground up (for that, see XP64 and various linux flavors). No, apple is not going to use Itanium (a radically different architecture period. PPC and x86 could be twins compared to the VLIW architecture used by Itanium). Secondly, Intel supports 64-bit EMT64/AMD64/x86-64 instructions on the Pentium 4, not just on high end Xeons and the Itanium. In fact, the Pentium D 660 used in the Apple Dev Kits already support the 64-bit extensions. How does a columnist miss all of this information?? #3) AMD is a backup plan. If Intel cannot supply what Apple wants, AMD can. Besides, it's not like they're losing much by going Intel only. Sure, I love AMD (using one right now), but to think there will be a huge difference in 1-2 years is foolish. Intel is the largest semiconductor manufacturer in the world and has the brand name to go with it. AMD just doesn't. #4) Announcing a year early gets everyone ready. He is not cannibalizing his sales. It's not as if the Intel-based Macs will immediately push the PPC based Macs into obsolescence overnight. Sure, some people might wait, but if you need a machine now, you're not going to wait 18 months to buy one because of the shift. Heck, if you buy now, you'll most likely be ready for a new machine in 18-24 months anyway. What's the problem? #5) DRM, no DRM, who cares. If it's not built into the hardware it would have been built into the software irrespective of the architecture. This is about Apple wanting DIVERSITY. Sure, IBM can deliver plenty of processors, but can they deliver enough price/performance points for Apple to create an entire lineup? Not like Intel.

    Then he goes off the deep end about Cell, etc. If he knew anything he'd know that Cell is not a general purpose computing architecture, period. It does not support many of the features we have come to expect of modern x86 & PPC processors (out of order execution, superscalar instruction pipelines, etc.). Sure, it may be great in the future, but modern operating system kernels (win/linux/bsd/osx) are not written in such a way to be able to take advantage of the chip. Give academia and Sony/Nintendo/MS engineers ten years of studying the architecture before a truly robust and general-purpose operating system will be developed. For goodness sakes, we're only now getting 32-bit protected and preemptively multithreaded operating systems to be stable and robust. R

  1. climacs

    Fresh-Faced Recruit

    Joined: Sep 2001

    0

    does it make sense?

    caspper, if Cringely is behind on his technology, then what about the overall hypothesis? it makes sense to me.

  1. climacs

    Fresh-Faced Recruit

    Joined: Sep 2001

    0

    stock

    i don't know if i'd buy intel but I'd sure begin to accumulate AAPL shares. Not a bunch right away but I think within 3 to 5 years, you'll be glad you picked some up along the way.

  1. climacs

    Fresh-Faced Recruit

    Joined: Sep 2001

    0

    and

    and I bought at $19 ($9.50 split adjusted), i want more now... it'll still look cheap at that price in a few years

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