Can Apple pull another iPod with its move to Intel?

Is there still time for Apple to retake the personal computer market?

Monday, June 6, 2005 by Frogboy | Discussion: WinCustomize News

So Apple is going to move to Intel-based CPUs. That MacOS X has had a shadow-X86 version running for years is one of the worst kept secrets in the industry.  But few, myself included, ever thought that Apple would ever switch to it.  It's quite a risk. Talk about throwing down the gauntlet.

Some pundits had predicted that Apple would have to switch -- economies of scale would force it.  But why now? What were the factors leading to the decision?  In my view, there were two factors that made the time right for Apple to make the jump.

The first factor had to do with the difficulty IBM was having in ramping up the performance of the PowerPC chip at the price-level Apple could afford.  With only 2% of the market, Apple simply couldn't purchase enough of IBM's CPUs to justify the investment in producing faster CPUs at a reasonable per unit cost. 

But I think there was a second factor -- the iPod.  I think Steve Jobs has concluded that the door isn't closed for becoming a major player in the personal computer market.  After all, the iPod was not the first portable media player.  It wasn't first by a long shot.  But it has around 87% of the portable media player market now.

Apple has seen first hand that a well designed, well engineered product can come into a maturing market and take it over.  Hence, what is to stop Apple from taking over much of the PC market?  With Intel-based CPUs, it'll be able to manufacture its machines at a price competitive to other PC makers.  And with it running on Intel, no doubt emulation software will allow Windows programs to run fast and seamlessly on the Mac as people "transition" to a pure MacOS strategy.

The pressure is on Microsoft to deliver the goods with Longhorn.  MacOS X "Leopard" will arrive around the same time as Microsoft's "Longhorn".  And with Microsoft asserting that Longhorn will require most users to make a hardware upgrade to benefit from it, users will be faced with a pretty stark choice. Users would have to choose between a machine that runs Windows software or a machine that runs MacOS and Windows software -- both priced in the same range.  If Longhorn fails to deliver on Microsoft's promises, it could open the door for Apple to pull another iPod.

Though Apple should bear in mind that Microsoft has faced this situation before with OS/2 and we know how that turned out. If history is any guide, Microsoft is keeping a very close eye on this and won't stand idly by.

black_udder
Reply #1 Monday, June 6, 2005 10:15 PM
I think the best thing for Windows users is to have a really competitive OS and Apple could certainly do that. Linux and the others are either too limited in functionality (or too focused - whichever perspective you prefer) or they're too technically challenging to the average user.

Mac OS has been around - people are familiar with it and it has a great history of being easy to use. Having the option of putting it on a PC which runs Windows might tempt a lot of folks to switch.

Being able to run a fair amount of programs through emulation will help a lot - plus, Mac has several popular Microsoft products made specifically for it.

Apple is really the only other OS manufacturer that offers software you can walk into a store and purchase.

Of course, should they do that how will they deal with the hardware market? I believe one of the reasons Windows has so many issues is that it has to work with hundreds or thousands of parts (old and new). Apple hasn't had to tackle that same situation with MacOS. I'll be interested to see how they tackle that hurdle.
paxx
Reply #2 Tuesday, June 7, 2005 7:09 AM
Hum, you think that Apple can do a better job at emulating Windows to run applications than say CrossOver Office or Wine can? Cause that's just not good enough to convince somebody to switch permanently. I would have switched to Linux a while ago if it was the case.
But maybe you're right. Apple can probably put more resources into a 100% Windows compatibility layer than a smaller company such as CodeWeavers can. I'm not sure it's possible, but if it is, I think they can be the one to pull it.
Ka806
Reply #3 Tuesday, June 7, 2005 12:40 PM
Whats wrong with crossover office. It runs office xp perfectly and is ez to install and manage. Even cedega is making strides, seeing as I can run world of warcraft better on linux then I can on windows.
The wine projects and its derivatives are very young and going very fast. And theres really no resources as big as the open source community
Ka806
Reply #4 Tuesday, June 7, 2005 1:01 PM
Oh and if it is emulation software (not like wine or crossover) then it will run windows applications perfectly. Wine and crossover are NOT emulators. But it doesnt mater what the architecture transistion is, there WILL be a performance hit because you are in an essence running another OS withing Mas OS. Just ask the people who use VMWare. It will be far from seemless.

Emulation is poor at best. It should be a very last resort if anything.
paxx
Reply #5 Tuesday, June 7, 2005 2:29 PM
The problem with CrossOver or Wine is that it typically supports one version down, and to me that's not good enough. It supports Office XP when Office XP 2003 is the current latest version, same for Dreamweaver, Flash, Photoshop, etc. It will be good enough only when I can buy the very latest software - even if it was just released today - and install it on my Linux OS. Then and only then will I be able to flush my Windows partition and use only Linux. Or in this topic's case, OS X.
Ka806
Reply #6 Tuesday, June 7, 2005 3:03 PM
well any emulation software can do that. Itll just take a performance hit.Wine is striving to do that. But your request are pretty extreme (though the open source community is up to the challenge). But it does suck tat dreamweaver and photoshop and office xp are windows only. I think those are the only apps out there without linux alternatives that are just as good or better.
Tarkus
Reply #7 Tuesday, June 7, 2005 4:05 PM
But it does suck tat dreamweaver and photoshop and office xp are windows only.


Not sure about the others, but I think Photoshop is available on Macs, too.


Posted via WinCustomize Browser/Stardock Central
Ka806
Reply #8 Tuesday, June 7, 2005 5:40 PM
yeah it is. whoops. In fact all of those are on macs =P.
Fourth Letter
Reply #9 Tuesday, June 7, 2005 9:58 PM
I think one point is just because Apple will be using chips from Intel doesnt mean an iBook will be running a pentium.Whatever shape an Intel G6 is , im sure its architecture will differ slightly from mainstream pentiums. I think the interesting point is that in future if Mac sales drop , then Apple will be geared up to dump hardware sales (computer sales , not servers or ipods ) and release OS X (10.6 Moggie) for PC.
HaXXoR2K5
Reply #10 Wednesday, June 8, 2005 1:16 PM
I wouldnt mind Apple taking a chuck out of the Microsoft pc market share. It'd be interesting to actually be able to run a Mac and still be able to use all my previous software with it. And if its for the same price as Windows, that may make me get a Apple computer.
Its only been the price of Mac computers and then buying all my software again to run on a Mac is the only thing that has put me off getting one. Guess ill just ahve to wait and see what the future brings,
gr00vy0ne
Reply #11 Wednesday, June 8, 2005 1:52 PM
One point I don't see a lot of people mentioning is laptops. Apple's inability to ship a true PowerBook replacement based on the G5 seems to be huge too. Apple knows that laptops are where the higher profit margins are is a growth market unlike the desktop market. The Mac Mini (due to it's low pricing) is not a product that will make Apple any money. If anything, it's just a product to help them sell more iPods which have a much higher profit margin. The ability to use Intel mobile technology (which is arguably the best and only game in town). Next to the AMD Athlon 64, the Pentium M technology has the highest IPC rating and best overall performance for low power systems. This should free Apple to possibly come up with a lot of compelling designs.
KeithMacDonald
Reply #12 Thursday, June 9, 2005 8:58 AM
WHY MAC???? I hate Mac. nothing but bad experiences there. I do not like Linux, either. In fact, I'm a total windows nerd, lol. Sorry, just had to voice my opinion.

But honestly, Macintosh navigation is worse than Linux, and linux has issues.
Ka806
Reply #13 Friday, June 10, 2005 4:32 PM
what do u mean by navigation??

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