10/19/2006, 3:00pm, EDT
Thursday, October 19th
"Apple should license the Mac to Dell"
With the right partners, distribution channels, and more affordable pricing, Gartner claims computers running Apple's operating system could eventually account for 20 percent of the total PC market, according to a report from silicon.com. The analyst believes Apple cannot significantly bolster its growth due to increased pricing pressures, however, and predicts that Intel is unlikely to continue subsidizing Apple as it has in the past.
"Apple's margins for its Mac business, currently around 40 percent, are only sustainable because component makers such as Intel choose to prop up the business," according to Gartner, who writes that HP has forced Intel to offer it comparable pricing to Dell. "Intel has been forced to restructure and, in our opinion, cannot go on supporting Apple [or any other customer] indefinitely," the analyst wrote.
Apple yesterday disclosed its financial results for its September quarter, revealing "blowout" Mac sales with higher than expected iPod shipments and a whopping 32 percent gain in U.S. PC market share.
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The hardware side seems just as much the essence of the Mac experience as the software, and IMHO should not be licenced to Mikie...
Apple may yet surprise the bean counters with just how far they will go with market share all on their own...
I like that attitude.
You know, sometimes I think that if Apple would succeed, maybe that would mean a new life for Sun, for instance. After all, lots of what we see in Vista is not only copied from Mac OS X, but also from a project Sun had going, something called Glass-something.
And I would also liked to see Jef Raskin's original ideas for the Macintosh realized some day.
But these people would perhaps get really depressed to see that happen and they will do anything to maintain status quo ante bellum?