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[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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