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More Shoes / There's More to the Apple/Intel Deal Than Even Bob Thought At First
From: David Farber <dave () farber net>
Date: Sat, 16 Jul 2005 08:03:22 -0400
Begin forwarded message: From: Monty Solomon <monty () roscom com> 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 ------------------------------------- You are subscribed as lists-ip () insecure org To manage your subscription, go to http://v2.listbox.com/member/?listname=ip Archives at: http://www.interesting-people.org/archives/interesting-people/
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- More Shoes / There's More to the Apple/Intel Deal Than Even Bob Thought At First David Farber (Jul 16)