[IP] more on   Going for Broke / Apple's Decision to Use Intel Processors Is Nothin...
Begin forwarded message:
From: Newmedia@xxxxxxx
Date: June 13, 2005 3:23:37 PM EDT
To: cbeck@xxxxxxxxxxxxxx, dave@xxxxxxxxxx, monty@xxxxxxxxxx
Subject: Re: [IP] Going for Broke / Apple's Decision to Use Intel  
Processors Is Nothin...
Chris:
Leaving out a counter-rant on Microsoft . . . it is up to Apple to  
finance custom G5's for their own products, not IBM.
The G5 is 1/2 of a dual-core Power4 (which IBM did pay for) and as an  
ASIC (with only one customer) it is Apple's property -- just as the  
ASICs IBM makes for HP, EMC, Cisco are theirs.
IBM has a roadmap that includes the Power5, Power6, etc. and  
Freescale also has their roadmap.  Apple has a deal to use what it  
can from these roadmaps but IBM has no other customers for low-power  
laptop parts and such a part isn't (and hasn't ever been) on their  
roadmap.  IBM didn't fail to deliver anything.  Apple failed to pay  
the required NRE.
The massive swing to notebooks and the good fortune that Intel has  
had with the Pentium M is what forced Apple to do this -- not some  
clever plan on Jobs' part.  He got caught with his thermal envelope  
down.
Sorry,
Mark Stahlman
New York City
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