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more on Opinions Re: [IP] Apple to ditch IBM, switch to Intel chips rumor on CNet





Begin forwarded message:

From: Simon Higgs <simon@xxxxxxxxx>
Date: June 4, 2005 7:05:34 PM EDT
To: dave@xxxxxxxxxx
Subject: Re: more on Opinions Re: [IP] Apple to ditch IBM, switch to Intel chips rumor on CNet


At 11:11 AM 6/4/2005, you wrote:

Begin forwarded message:

From: Matt Clauson <mec@xxxxxxxxxx>
Date: June 4, 2005 11:32:29 AM EDT
To: dave@xxxxxxxxxx
Subject: Opinions Re: [IP] Apple to ditch IBM, switch to Intel chips
rumor on CNet

On Jun 4, 2005, at 6:39 AM, David Farber wrote:


http://news.com.com/2102-1006_3-5731398.html?tag=st.util.print


I have significant doubts that Apple as a corporation is stupid
enough to shoot themselves in the foot like this.  Anyone who follows
the more hardcore tech rags, or even a news aggregator like Slashdot,
will remember the recent PearPC/CherryOS debacle, where the specifics
of emulation of grossly different hardware (in this case, the PowerPC
CPU architecture on the Intel x86 platform) can have massively
horrible results in performance.  In this case, it's allegedly due to
the horribly different CPU designs, including instruction sets and
number of registers between the two architectures.  Apparently the
reverse type of emulation (x86 emulation on PPC architecture) doesn't
have as many problems.


The idea of Apple using Intel chips has been around for a long, long while. In 1997, Gil Amelio was quoted as saying that he "would be a fool not to at least look into Intel portability". Historically, Rhapsody is a very early development version of MacOS X. Rhapsody is based on OpenStep, which is based on NeXTStep. NeXTStep 3.x was ported to the Intel x86 / PC platform when NeXT tried to change their focus to software, and dropped their proprietary hardware (note that Jobs also made this decision). Openstep which followed was also available for the x86 PCs. After Apple bought NeXT, Apple started using Openstep as the basis for their new version of MacOS and they maintained a PC version for some time. However, after Rhapsody Developer Release 2, x86 support was dropped. Around this time, Amelio left Apple and Jobs took over.

Apple's current strategy seems to be a repeat of NeXT's strategy. Apple doesn't care about the Mac market. After all, most die-hard Mac users are used to throwing everything away every time they upgrade. And you know it's true.

My guess is that Apple is going to attack the Wintel market at the software level. Users will get the "great Mac experience" (SIC) for only $129. They simply buy a copy of Mac OS X for x86 and reformat their existing machine. The next time the user upgrades their hardware, they buy an Intel / Mac appliance. That's the theory. I just don't see it working in practice without tremendous x86 driver issues. Unless, as with NeXT, Apple drops their proprietary hardware and ultimately becomes a software company.

Let's put this all in perspective. Apple excel at one thing really, really well. It's the one thing that is historically constant across all Apple product lines. Apple excel at losing market share. What starts out as a captured market is lost to competition that beats Apple every time on features and price. Overpriced hardware and cool isn't nearly enough to retain market share and this has been repeated over and over again with the personal computer, the PDA (Newton), and the MP3 player (iPod). Apple's only chance of breaking the cycle is to capture the x86 market. But in doing so they risk repeating all the mistakes that NeXT made.


Best Regards,

Simon Higgs



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