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June 7, 2005 12:12 PM PDT

Quote of the day: 'What changed?'

Speaking Monday at Microsoft's TechEd customer conference, Microsoft CEO Steve Ballmer questioned whether Apple's move to Intel for its PCs changes the competitive dynamic between Microsoft and Apple.

"Will there be more device drivers because of this? No, Apple has their device model--we have ours. Will there more hardware manufacturers that build Apple machines other than Apple? That's a whole business model change. No reason to believe so," he said. "Frankly, if people wanted to do that, they could have been buying parts from IBM. What changed?"

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Answer: R&D cost to Apple
by Dachi June 7, 2005 12:49 PM PDT
This is not my area of expertise, but for the most part it is Apple that has to make chipsets work with PowerPC, RAM types, different FSB's etc.

The change means not just commodity processors but also cheaper chipsets (lower R&D costs), and also lower cost motherboards.

Also, for reasons I don't understand Apple does not use standard PC graphics cards forcing ATI and nVidia to make a PC version _then_ also make them work with Apple computers. This change may let Apple package standard "off the shelf" PC graphics cards.

Also, the laptops are still on G4's for power/heat reasons, the Intel Centrino platform I believe has a great deal to do with this shift also.


So the answer to "what changed" may be both price and performance. Lets also not write off the fact that the move to a low cost headless system (iMac mini) is someething that just happened and so far looks to be a success.

But this is not my area of expertise, so I am looking to see what imput others say to my above hardware claims.
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The shift to Intel...
by Earl Benser June 7, 2005 1:14 PM PDT
... does not mean a shift to PC components or motherboards.

The Mac/Intel motherboard will be significantly different from a
PC motherboard. The Mac/Intel machine should be able to run
both OS X and XP in native mode (no emulations). The PC/Intel
machine will be able to only run XP. But that doesn't mean that
PC manufacturers won't shift their designs in the future to match
the Mac/Intel.

Mac doesn't use 'standard' PC video cards because sometimes
they fail to meet Mac performance specs, and generally lack the
on-board ROM to properly interface withe a Mac. But, quite
often manufacturers offer a Mac and a PC version, which differ
only in the ROM vesrion.

Intel offers the processor(s) Apple wants. Apple will design and
build the Mac motherboards, et al, just as before. What's
changed is just the processor supplier, and maybe the future for
a real Common Hardware Reference Platform (CHRP)
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Hang on to your hair, Mr Ballmer,
by Earl Benser June 7, 2005 1:04 PM PDT
The hand is beginning to write on the wall. And I don't htink that
you're going to like the messge.
Reply to this comment
Hang on to your hair, Mr Ballmer
by June 7, 2005 1:55 PM PDT
And that message Mrs Gates & Ballmer is

"There is an iceberg headed your way" Remember the Titanic
View reply
An explanation for Apple's change
by bigbwai2000 June 9, 2005 10:44 AM PDT
I think this article by Walt Mossberg does the best job yet
explaining both what Apple's switch to Intel chips means for
consumers (not much), and why they're making the switch.

http://ptech.wsj.com/ptech.html
Reply to this comment
The Comedy of Walt Mossberg
by Andrew J Glina June 9, 2005 7:02 PM PDT
That article is so biased it is funny. I wonder if he is on Apples payroll...
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