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Cringley Thinks Apple & Intel Are Merging
SamSeaborn writes "In Bob Cringely's latest column he talks about the Apple switch to Intel and concludes:
'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.' "
I have an idea for a new Slashdot section. Instead of doing interviews, we should pit two self-proclaimed tech pundits against each other in a FUD deathmatch. For week #1, I suggest Dvorak vs. Cringely (not Cringley, Taco). The rules: they each post their own hilarious Nostradamus-like predictions about the future of tech. The winner is the one who gets the most slashdotters posting "what the fuck?" in the comments that follow. Also acceptable are "Whiskey. Tango. Foxtrot.", or "The goggles, they do nothing!", with other variations (such as clever Soviet Russia jokes) subject to approval by the editors.
Apple merging with Intel is a brilliant first move by Cringely. What say you, Slashdotters? Begin!
Apple + super heated Intel blowtorches = hot apple pies?
I wish I could get some of the crystal meth that Cringely and Dvorak are regularly smoking.
Random is the New Order.
Sounds like a Belgian lager, doesn't it?
Is Cringley always this batshit insane?
That's about as likely as Apple switching to x86.
Oh wait...
concrete5: a cms made for marketing, but strong enough for geeks.
"If I was right about Apple switching to Intel, maybe some of my other crack-induced hallucinations are true too!"
No Fucking Way. My asshole may still be stretched after all the monkeys flying out of it from the intel announcemet, but I am still willing to say that there isn't a chance in hell of this happening.
Be better in bed. Wikiafterdark!
They DID hug.. though I think it's pretty obvious Jobs enjoyed it more. After all, he's a mac user.
<ducks>
iPod, iBook, iSight.
"Apple and Intel are merging."
It's official - The Macintel Speculation Circus has now officially "jumped the shark".
I can only expect that soon Fonzie's long lost nephew will arrive on the scene dressed as Charlie Chaplin, advertising the new "Macintel PC Jr EXTREME".
...and will offer stiff competition for the Goodyear Blimp!
Best Buy can have you arrested
Well, I sure would hate to be the one who has to break it to the Blue Man Group to start thinking different or leave.
Quoth Cringely: "Certainly, he never said WHICH Intel chip they'd be using, just mentioning an unnamed 3.6-Ghz development system -- a system which apparently doesn't benchmark very well, either (it's in the links)."
Those stupid benchmarks are comparing a G5 running native PPC code to the 3.6 Ghz Pentium running PPC code under emulation. Follow Cringely's link to an article that in turn links to ThinkSecret which then explains that the benchmarks are for Rosetta.
There are 10 types of people in this world, those who can count in binary and those who can't.
It's a suppository
But I'll bet on "getting in bed together", "sleeping together", so on and so forth.
As for the rest about Microsoft, I'll buy that. In fact, I think that the whole "Mac on Intel" thing will sell well because of Microsoft.
At first.
See, there's several people who, upon considering a Mac, say this:
"I'd get one, but I'd have to rebuy all of my old applications."
"I'd get one, but I like to play games."
Those are the 2 biggest reasons - not performance, not quality, it's always "apps and games".
Now, with an Intel based Mac, they can say:
"Well, I'll buy the Apple because they make good machines, and if OS X is crap then I'll just install Windows."
If Apple really works on shining up Wine (or buys out some other Wine based company - Crossover I believe?), then they can offer Windows compatibility with a certain number of apps, perhaps a solid list such as Photoshop, Office, etc (and grow the list as necessary).
So now if a Windows user buys a Mac, they can have the best of both worlds: they can keep their apps, and they can run either Windows via dual boot for what they *must*, or (emulated? translated?) the Wine type service instead of rebooting (even better, since they can keep all the Apple goodness with them.)
Windows sells the same as before, everybody's happy.
Except that if this works, and *if* Apple's market share climbs, more app writers make Mac versions of their products for their customers. Sure, there's the "Oh, no, they won't because they'll just wrote for Windows for compatiblity" - there will be those, but the ones that see a competitive market edge giving "*FULL* OS X compatibility" over their competition (sorry for using compet* so often) will make OS X based apps.
And lets face it, what are the big applications?
Browser
Email
Music
Office Suite (assuming that Microsoft keeps its promise and makes the next Mac Office more "exchange compatible", this will be more true)
Photoshop-like products
Movies
Apple will have all of those, and everything else is just gravy.
Then it becomes a feedback loop: more OS X apps, more market share. More market share, more good hardware drivers written. More good hardware drivers written, more hardware OS X can work with so more people buy since it supports their stuff. Apps have to keep up, so more OS X apps, etc.
Now, fast forward 5 years from now, when Apple announces OS X for all beige machines, sold on Dell computers with a specific hardware list. If your hardware isn't on the list, it won't work - and how long will that take hardware developers to go "Shit! We'd better work on this thing before our competitors do!"
Then Apple can go to the Enterprise and say "Hi! We're more secure than Microsoft, easier than Linux, and we run all of the apps you care about natively - and what we don't, we emulate so well you won't know the difference! Buy us!"
Then the very Windows compatibility that helped Intel based Macs in the first place starts to hurt Windows.
Of course, Microsoft will be doing their bit on the side, but now it will be *true* competition, which means we the consumers win. Linux is still around innovating and updating and dong well in the server end, Jobs makes even more money, and everything's good.
Too optimistic? By far, I'm sure - the "OS X on a Dell" will probably never happen. But I don't see Intel and Apple merging - just Intel using Apple to sell more products and hold AMD, Microsoft, and Dell in control, and Apple selling more products and using AMD to threaten Intel when they need a better deal.
Of course, this is all my opinion, things may change and I could be wrong - but let's just wait and see what will happen. I'm just excited about running Final Cut Pro Express and Half-Life on the same box within a year or so.
52 Weeks, 52 Religions with John Hummel
SCO + M$ + RIAA + MPAA with Roland Piquepaille as CEO.
Now go bitch about that organisation!
AT&ROFLMAO
Is if Jobs was given CEO title of Intel/Apple and a buttload of control. Anything less than that, there is no way Jobs gives up power. Jobs is a control freak -- yeah, like he's going to hand over the keys to Apple and say to Intel, "Have fun with my personality-based cult!"
Sometimes it's best to just let stupid people be stupid.
This silly hypothesis is entirely based on the fact that Cringely can find no logical reason for Apple to choose Intel over AMD. But the real reason is much less interesting than the one he made up. The real reason is that AMD is already maxxed out on production capacity, and could not guarantee enough chips to Apple to make the switch. Imagine what would happen if Apple announced the switch to AMD, and then had to delay the launch of their new x86 products due to CPU shortages. That is the nightmare that Steve Jobs will avoid at all costs, and Intel is the only Tier-1 CPU manufacturer with excess capacity.
Question 1: What happened to the PowerPC's supposed performance advantage over Intel?
Gap is breaking, and there are many other advantages of Intel/x86.
Question 2: What happened to Apple's 64-bit operating system?
Just because Intel's 64 bit is expensive now, doesn't mean it will be in a year.
Question 3: Where the heck is AMD?
Who knows if it will be supported, but AMD doesn't have the supply of chips to deal with Apple. Plus, Intel has better brand recognition and probably more muscle in negotiating a contract.
Question 4: Why announce this chip swap a year before it will even begin for customers?
For developers... ?
Question 5: Is this all really about Digital Rights Management?
Probably not.
The Cell processor is not at all geared towards desktop/laptop use for a couple of reasons:
So I think that the switch to Intel is at least partly technological, especially if you consider how critical the laptop market is for Apple, and how badly IBM screwed the pooch on that. Pentium M to the rescue!
That the P4 3.6Ghz Rosetta benchmarks outspec my Dual 800 G4.
:)
I have never felt so inadequate in my life. I know my machine is nearly 4 years old, but to get owned by a machine doing binary translation? Ouch.
Slashdot. It's Not For Common Sense
Disclaimer: Personally, I have no idea on how much faith to put in this particular prediction, either. I just keep my money in the S&P 500 and don't loose any sleep over the specifics.
"Prepare for the worst - hope for the best."
Before you know it, Microsoft and Intel will start to get (more) hostile towards each other, with the result being that Microsoft has to rely more on AMD.
It's official. There is no longer any difference between 'good' and 'evil'. Just like how successful Democrats and Republicans are mostly just moderates with different names, good and evil have met in the middle in the tech industry.
It's too painful. Apple (good) with Intel (bad) and so Microsoft (bad) with AMD (good). I can't take it anymore!
Intel has shown a willingness to support anyone on their CPUs. They even invested in Be and Red Hat.
I think we need more proof than speculation.
Cringley is missing an important part of the puzzle.
Apple cannot survive as a generic PC manufacturer unless it can beat everyone else on price, including Dell. Apple has only one lever to do this with.
The relative cost of HW to SW is shrinking to the point where the MS tax is beginning to equal the price of HW. As HW becomes even cheaper, the cost of Windows will surpass that of the HW - probably within a year or two.
Apple can bundle the OS at cost while Dell and friends are hobbled by the MS tax.
This leads Apple into direct competition with Dell and friends and indirectly with MS.
The question is if they can pull it off and if they do, for how long.
Its been announced that Cringely and Dvorak are merging today, ending weeks of speculation that they had gone so far over the edge that any statment made could be contributed to either statement maker
"Slashdot, where telling the truth is overrated but lying is insightful."
If you throw out your conceptions of what a processor is, and what a personal computer is, this kind of makes sense.
The old balance used to be: Intel made the processors, Microsoft made the OS, and neither the twain shall meet.
Microsoft blurred the lines with Xbox. Xbox did or will do a lot of what people bought PCs for - games, media playback, etc. And this was fine when it contained Intel CPUs, but now it doesn't. Every Xbox 360 sold will mean that an HTPC or gaming PC may not be, and Intel is not amused.
Microsoft is now promising backwards compatibility, too, with the new Xbox. So, in other words... they're shipping a processor. A software-based emulation type processor, but it is clear that they've developed x86 emulation as a part of their technology portfolio, and like most things MS, it'll get better with time.
Intel also remembers the great ARC/ACE debacle, when Microsoft attempted to loosen Intel's vise on the industry by promoting a multi architecture vision. MS did this again with Windows CE - but Intel again prevailed (and their StrongArm has, well, strongarmed itself to dominance in the small device space).
So: why can't MS push another multi-architecture vision? Why not non-x86 Windows boxes? Why not break the x86 oligarchy? Don't they want the hardware to be close to free of cost, with the user only paying for the software? Kind of like the Xbox? This is clearly only possible with freeing Windows from x86. And like the Xbox 360, they probably have a vision of new classes of devices that would greatly benefit from other architectures.
So: would it be so unthinkable that Intel pushes back? After all, under the traditional Intel/MS detente, they could simply say: we're not making PCs, we didn't buy a PC company - these are Macs. Moreover, Intel has been trying like crazy to get into the consumer electronics space for many years. What better way than with the Apple brand? Where all the PCs use x86 (or even Itanium), and all the iPod/Consumer electronic stuff has Intel ARM cpus. Hmm.
This could make a lot of sense.
jh
>Question 1: What happened to the PowerPC's supposed performance advantage over Intel?
2 E16819116198
Dissapearing as we speak and that is part of the reason for the move.
>Question 2: What happened to Apple's 64-bit operating system?
http://www.newegg.com/Product/Product.asp?Item=N8
intel Pentium 4 630 Prescott 800MHz FSB 2MB L2 Cache LGA 775 EM64T
$289 NOTE the EMT64T.
The Chip in the dev platform is reportedly:
Nntel Pentium 4 660 Prescott 800MHz FSB 2MB L2 Cache LGA 775 EM64T
Again note the EM64T
>Question 3: Where the heck is AMD?
To me this is the lamest question people ask. There are so many reason that it would be a much bigger surprise if it were AMD. Want some:
0: Better deal, simpler engineering if you stick with one.
1: Intel provides the whole platform from a single vendor. Massively simplifying engineering the new platform
2: The myriad of reasons that Dell does the same. Most of them Dollars.
3: Pentium-M Laptop platform.
4: Truly massive Fab capacity, vs AMD history of production problems.
>Question 4: Why announce this chip swap a year before it will even begin for customers?
As said before Developers. Because there is no other way you can give ALL the developers a heads up and keep it a secret.
InfoWorld still runs a column by yet another columnist who goes by the name Robert X. Cringeley. It's sort of an IT industry gossip/society column, and it's often actually pretty good.
Breakfast served all day!
- What happened to the PowerPC's supposed performance advantage over Intel?
- What happened to Apple's 64-bit operating system?
- Where the heck is AMD?
- Why announce this chip swap a year before it will even begin for customers?
- Is this all really about Digital Rights Management?
He then bangs on about Microsoft for a bit, as if Apple would ever be a threat to Microsoft, who have a whole new OS on the cards and have been running on these fabled Intel processor things for decades. I'll tell you the real reason: IBM have given Apple the cold shoulder. Look at it this way: Apple represents so little business for IBM that it doesn't make sense to keep developing new chips for them. IBM have their work cut out with the next gen consoles, and Apple is a teeny tiny spec compared to the massive quantity of chips IBM will have to produce to meet demand for these consoles.Absolutely nothing. The article he refers to in Question 2 answers his question here. The introduction of the PPC 970MP with a 90/65nm fab process would allow the G5 CPU to hit 3.5 GHz and use less power too. This wasn't bullshit. The G5 was clearly faster for raw calculating power (agreed, the linked article shows some dire results for MySQL and so on, but this is more likely down to how the OS handles threading, or how MySQL was compiled).
Nothing. I assume that the new Apples will not use Xeons or Itaniums, but Intel's next desktop chip (Pentium D?) with AMD64/EM64T 64-bit extensions.
AMD's fab plants are running to maximum capacity, as are IBM's (all next gen consoles are using IBM's chips). They are not the sensible choice. Intel has the capacity and the know-how. Apple are also free to switch to AMD if Intel turns out to suck, although this will cause another uproar.
To prepare corporate customers and their user base for the switch. To give developers time to port software to the new architecture so that it will be ready on release of the new system. Cringely's answer to this question is stolen from The Register, and it is unlikely that Apple will suffer greatly from this. They have other products such as their iPod and iTunes services to support themselves. Sure, sales will fall, but it's my prediction that AAPL will fall and then pick up as market analysts predict a rise in Apple sales in the next few months due to a new product release (Intel Macs). The Osborne Effect doesn't really hold water, Apple already have a development system available, and have already ported their OS. They have been planning this for five years. They do have a product to deliver, and they are very, very good at hype.
He's right on this one. No.
AMD aren't that interesting to Apple, they're already at maximum capacity as I mentioned, and they're quite happy producing chips for PCs. They also don't have the marketing clout of Intel and they're less well known. Apple chose Intel because they've been dumped by IBM, and Intel are more than happy to help Apple out because it secures them some more market penetration, which they need because they've made a considerable amount of blunders recently. Both are helping eachother out. It's simple symbiosis. If they didn't, their futures are unpredictable.
Intel could still have bought Apple as Cringely states, but I deem this to be highly unlikely. Intel is not in a good position to make acquisitions like this, and value their PC market a lot too.
Moving to Intel was probably done for supply and roadmap reasons, but switching architectures gives Apple the opportunity to grow their market share through piracy, a phenomenon that has been exploited by Adobe and Microsoft in the past.
Apple will only sell OSX with official Mac hardware at their traditional prices to their traditional customers, but I suspect a cracked version will emerge and will displace Windows for a significant number of under-the-table users.
Over time, pirated software often earns back more than its cost. Users who pirate because they cannot afford to purchase eventually become professionals who do purchase, and users who pirate but never purchase help exclude competing products from getting a foothold. Pirated copies of OSX may also increase the market for Mac software in general, not only because there will be a larger installed base, but because more programmers will become familiar with OSX.
Maybe I'm wrong, and Apple and Intel will work so closely together that no cracked version of OSX-for-Dells will be out there, but if there is, Apple will have set themselves up for a real contest with Microsoft. They won't have to officially support the wide variety of hardware that Microsoft does, but they'll be able to benefit from having their software on it.
Still wrapping my mind around the switch, but in the long term, this could be a big deal.
He who refuses to do arithmetic is doomed to talk nonsense.
Intel is a very very oportunistic company where the sole driving force is to make as much profit as possible. This may not be a bad thing in theory but in practice it's ugly as shit to se this kind of monster, a souless zombie. Now, because they are in bed with Apple it means that Intel wants something. We have Steve on a big scene being a good father for all the Apple kids but it should be very clear that this thing is happening because Intel wants to. What does it want? More money. How? They need some soul and Apple has plenty. Intel hopes to push some blood in it's cheeks with Apple, especially now when it's image is very bad compared to AMD in the all-profitable high-end arena so they want to ensure the masses and the masses are marketing frags. .NET Framework running on both Linux and Os X.
The sad thing here is the fact that the more Intel succedes with this move, the more we'll see Microsoft being pushed towards AMD and we all hate Microsoft and love AMD and we want it to remain like that. The good thing could be that if Intel makes 25% - 30% room in the desktop OS garden for a second choice from Apple this will mean that between Apple and Microsoft there will be an 20% gap, easy fillable by a third choice: Linux. This could be very very good, but I spy a big surprise from Microsoft with it's
The good times are coming.
2: A year from now Intel will have boatloads of VT (Virtualization Technology nee Vanderpool) enabled chips available. So unless there's an SSE4 instruction set hiding somewhere, expect Apple to make use of this feature which, coincidentally will prevent OSX from running on all the old Pentium 4's out there, as well as AMD chips since Pacifica does the same things, but with different instructions.
"It's the height of ridiculousness to say for those 9 lines you get hundreds of millions."
I'm pretty sure that Apple has admitted to the devs at WWDC that Rosetta is in fact a Transative-powered technology.
We all knew that Transative believed they had something big. Evidently they do. The Mach-O binaries with their lazy symbol lookup provide a very nice, natural framework for Rosetta to run.
Slashdot. It's Not For Common Sense
Cringely can find no logical reason for Apple to choose Intel over AMD
but other SMRT people can. Other than your obvious point, which is clearly the #1 driving motivation, as Jobs could see IBM devoting more and more effort to game boxes and embedded and its own POWER servers.
(2) AMD is associated with "#2", "loser", etc. There's a big advantage for Apple to be seen with the Winner---finally!
Shit, big companies won't buy AMD based computers even though they are 99% Intel compatible. On the other hand, many of them are tired of getting raped by Microsoft. Maybe there's something to the OSX thing---they'll think "not Windows, but without Linux geek crap".
(3) Intel has MONEY that it gives to hardware manufacturers when they use that dorky "intel inside" ding dong ding dong in their advertisements
(4) Intel has other chips, like networking, that AMD may nto.
(5) Intel has mediocre desktop chips, but great low-power laptop chip*sets*.
Guess who really sells lots of nifty notebooks with fancy well-integrated hardware?
(At my latest scientific conference, I'd say that >40% of presenters had a Powerbook/iBook).
(5) Apple gets almost half its revenue from iPods now. What stuff does AMD make, besides flash, that's really good for iPod?
Wild ass crackhead prediction:
Apple will never allow Dell or Compaq or beige boxes to run OSX.
But there may eventually be a OSX-box, and especially "blade servers" which do make it into Windows-centric company rooms: they will say Intel on it, as Intel becomes a high end *systems* maker. Yup, the other companies will scream when their supplier starts competing against them.
Intel's response: OK, you go ahead and bitch. If y'all want, you can open up a few dozen of your own multi-billion chip fab plants. But I think we'll be seeing ya back around here.
It all works because of chip making economics.
The capital required is now so immense that not only is there a huge barrier to entry, there's a huge barrier to even just increasing capacity.
AMD doesn't have the capacity. Even if Sun and HP and Dell get all huffy and got to AMD they can't get enough supply there, and since the margins on the boxes are so low, the clients can't supply AMD with enough capital to greatly increase capacity either.
And Intel has a habit of busting down the price just when AMD looks like it's starting to get ahead (financially). So AMD and its bankers won't take the risk of massive new expansion.
The new realignment:
Team 1
---------------------
Intel, Apple
Intel produces chips, Apple produces OSX and Macs for the consumer, and Intel Systems produces boring server boxes and desktops. Because it "owns" or has a "special deal" for OSX, it can undersell the Windows-based monopoly servers.
And finally Intel can have good looking "sexy innovative demo hardware" which WORKS---i.e. a Mac---instead of that embarassing crap they've pushed before.
Team 2: Sun, Dell, Microsoft, AMD
Microsoft can't put too much favoritism towards AMD (like cutting out Intel support) because AMD can't supply anywhere near enough capacity. Sun and Microsoft are congential competitors too and despite the detente, they don't know how to work together, as Microsoft's impulse is 'crush'. Dell gets pissy as Intel starts competing against them, but again, AMD can't supply big enough volumes, so they're stuck too. And don't forget those low margins, so how much strategic power do they have?
Centrifugal forces will push away all but Dell+Microsoft, slave and master.
Team "L is for loser": HP/Compaq
More expensive than Dell, no distinguishing features, innovation controlled by Microsoft
Itanic's dead and Carly obliterated their geek cred--Agilent is gone and printers are boring. Linux is strangling HPUX and IBM has services locked up.
Sun will probably end up here too but they may hang on a little longer.
Dvorak held the position before Mark Stephens. When Stephens came to Infoworld, the mag decided to use a pseudonym rather than have to change the by-line, I assume, every time another Dvorak/Stephens came & left.
So Dvorak's departure is probably the reason for creating the pseudonym R.X. Cringley.
But Stephens wanted to keep the pseudonym after later leaving Infoworld. Hence the lawsuit with Infoworld publisher IDG, likely because both Infoworld and Stephens had built the reputations of the column / columnist on the Cringely name.
The resulting settlement out of court is why Stephens can't use the Cringely name for publishing in a computer publication.
So hopefully I clarified the parent.
Cringely Story
On the heels of the Apple/Intel merger Microsoft and AMD have announced a merger of their own. ....remember, you heard it here first.
Wow, anyone can do this!
because I have been enjoined by this Holy Office to abandon the false opinion which maintains that the Sun is the centre
They're within the same realm of reason as when retired cabbies at the pub discuss "obvious" political solutions that would fix the economy, bring the rest of the world in line ("just park an aircraft carrier off the coast of France, that'll scare them"... yeah, right), cure cancer, and generally make it all a wonderland. Or to put it otherwise, they're what you get when you think from a business/marketshare perspective... without having half a clue about either business or market share.
You get stuff that sounds all smart and believable... as long as you don't let reality get in the way. (See his ranting about "unspecified" CPUs.) In Cringely's case, the sad thing is that he sounds all smart precisely _because_ he misses all the points, strings together some truisms and mis-representations, and appeals to an equally uninformed and slightly paranoid readership.
Not meant as an insult to the readership. The fact is, yes, the business world doesn't make sense to most normal people. As someone else put it on slashdot a long time ago, if individuals acted the way corporations do (e.g., someone in the same day saying that you're his best friend, and that you're the incarnation of evil and must be killed), they'd be put in a loony bin.
The business world is made of power games, veiled threats, PR press releases that intentionally mis-lead or mis-represent, and alliances that are formed, broken, and hinted at just to put pressure on a third party. E.g., see Dell's yearly announcing that they consider AMD chips -- and at one point they even let you order a replacement Athlon for your Athlon-based Dell... which didn't exist "yet" -- when they have to re-negotiate their discount from Intel. E.g., see Sony's big PR fuss about a HDD and Linux on the PS2... which turned out to be just a maneuver to get it clasified as a computer instead of a console in the EU, and thus not pay import taxes.
For most normal people the real power games and motivations behind them are just ranging between "nuts" and "petty", or at the very least would if an individual did them instead of a corporation.
So a whole class of pundits, Cringely included, exist just to rant some utterly false, but understandable by normal people, explanation about such events. They tell you not what is, but what you want to hear. Again, it sounds good and believable precisely _because_ it misses the real points. They're what _you_ would do if you were looking for market share and had no clue how that works (and fail miserably), not what a corporation would do.
And of course, all complete with a shotgun approach to making predictions that are vague enough to look sorta fulfilled by such power games.
It has nothing to do with "a religious vast-chasm viewpoint". I'm not even an Apple fan. By most Mac fans' standards, I'm a "wintel fanboy" and have been known to be modded as a troll for questioning Mac issues before.
A polar bear is a cartesian bear after a coordinate transform.