[IP] More Shoes / There's More to the Apple/Intel Deal Than Even Bob Thought At First
Begin forwarded message:
From: Monty Solomon <monty@xxxxxxxxxx>
Date: July 15, 2005 11:56:16 PM EDT
To: undisclosed-recipient:;
Subject: More Shoes / There's More to the Apple/Intel Deal Than Even
Bob Thought At First
More Shoes
There's More to the Apple/Intel Deal Than Even Bob Thought At First
By Robert X. Cringely
July 14, 2005
There's this expression, "Waiting for the second shoe to drop." It
means that a first clue is often followed by a second clue that gives
more information about what's happening. Lots of us use the
expression, but where does it come from? (Funny you should ask. The
explanation can be found in this week's links.)
Shoes are dropping all over, in this case concerning a story I
thought we had finished with: Apple and Intel. You see, IBM announced
its new dual-core PowerPC processors a few days ago, and they pretty
much contradict much of what Steve Jobs was saying about how he'd
compared IBM's processor timeline with Intel's, and frankly, they
simply didn't compare. IBM's G5 dual cores look easily comparable to
Intel's Pentium Ds, both in terms of computing power and electrical
power consumption. So what's really up?
One theory propagated by a very good ArsTechnica column (it's in this
week's links) is that Apple simply over-negotiated its supply deal
with IBM, asking for so much that IBM finally told Steve Jobs to take
a hike. This is certainly within the capabilities of both Apple and
IBM. Apple always asks for the moon and IBM sometimes walks away from
a big deal that doesn't appear to be profitable enough.
While all this is very possible, it is not likely what is happening
here.
The very fine writer of the ArsTechnica column, and indeed, any
number of other very fine writers over the last several days have
made an incorrect assumption in their analyses of the IBM
announcement. They are assuming Apple won't use the new dual-core
PowerPC chips.
But Apple WILL use the new chips.
...
http://www.pbs.org/cringely/pulpit/pulpit20050714.html
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