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06/09/2005
Apple to Buy Intel?
"Going for Broke: Apple's Decision to Use Intel Processors Is Nothing Less Than an Attempt to Dethrone Microsoft. Really.," by Robert X. Cringely, I, Cringely, 9 June 2005, http://www.pbs.org/cringely/pulpit/pulpit20050609.html (from Slashdot).
Highyl respected computer-tech commentator Bob Cringely thinks Intel is going to buy Apple.
The crowd this week in San Francisco at Apple's World Wide Developers Conference seemed mildly excited by the prospect of its favorite computer company turning to Intel processors. The CEO of Adobe asked why it had taken Apple so long to make the switch? Analysts on Wall Street were generally positive, with a couple exceptions. WHAT THE HECK IS GOING ON HERE!? Are these people drunk on Flav-r-Ade? Yes. It is the legendary Steve Jobs Reality Distortion Field at work. And this time, what's behind the announcement is so baffling and staggering that it isn't surprising that nobody has yet figured it out until now.
Apple and Intel are merging.
Let's take a revisionist look at the Apple news, asking a few key questions. The company has on its web site a video of the speech, itself, which is well worth watching. It's among this week's links.
..
Intel is fed up with Microsoft [There's cobuyitaphobia validated! -- tdaxp]. Microsoft has no innovation that drives what Intel must have, which is a use for more processing power. And when they did have one with the Xbox, they went elsewhere.
So Intel buys Apple and works with their OEMs to get products out in the market. The OEMs would love to be able to offer a higher margin product with better reliability than Microsoft. Intel/Apple enters the market just as Microsoft announces yet another delay in their next generation OS. By the way, the new Apple OS for the Intel Architecture has a compatibility mode with Windows (I'm just guessing on this one).
This scenario works well for everyone except Microsoft. If Intel was able to own the Mac OS and make it available to all the OEMs, it could break the back of Microsoft. And if they tuned the OS to take advantage of unique features that only Intel had, they would put AMD back in the box, too. Apple could return Intel to its traditional role of being where all the value was in the PC world. And Apple/Intel could easily extend this to the consumer electronics world. How much would it cost Intel to buy Apple? Not much. And if they paid in stock it would cost nothing at all since investors would drive shares through the roof on a huge swell of user enthusiasm.
That's the story as I see it unfolding. Steve Jobs finally beats Bill Gates. And with the sale of Apple to Intel, Steve accepts the position of CEO of the Pixar/Disney/Sony Media Company.
Remember, you read it here first.
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