Intel und Apple: Kulturrevolution oder Riesenente?

Wechselt Apple nun wirklich auf Intel-Chips? Immerhin stecken hinter dem heißesten Gerücht des Wochenendes nicht dubiose Gerüchte-Sites, sondern zwei veritable Medien, nämlich das Wall Street Journal und CNet. Bei fscklog kann man die ganze Geschichte im Detail nachlesen.

Interessant ist die Meinung von Genn Fleishman: “I’m still dubious. My gut tells me that this is Steve Jobs’s greatest revenge on the folks running rumor sites and that this information was seeded to unreliable insiders who then blabbed. I wouldn’t be surprised if there are some firings based on this and that Jobs gets up at WWDC and announces a stronger partnership with IBM.” Wenn das der Fall wäre, hätten sich WSJ und CNet mächtig blamiert. Ich kann mich allerdings nicht daran erinnern, dass das Wall Street Journal bei so einer großen Story völlig daneben lag.

Am Montagabend werden wir mehr wissen. Die Keynote von Steve Jobs beginnt um 09.00 Uhr Ortszeit.

Hier der komplette Artikel aus dem WSJ:

Apple Eyes Shifting Macintosh Line To Intel Chips



June 4, 2005 5:04 p.m.

SAN FRANCISCO—Apple Computer Inc. is expected to announce Monday that it will begin shifting its Macintosh computer line next year to Intel Corp. chips, people familiar with the situation said.

The move is a major change in strategy by Apple, a high-profile win for Intel, and a potential blow to International Business Machines Corp. and Freescale Semiconductor Inc., suppliers of the PowerPC chips that Apple has long used in its Macintosh systems.

Apple’s decision, which comes after years of industry speculation and behind-the-scenes lobbying by Intel, could cause disruptions for users of the Macintosh. Among other things, application programs will have to be adapted to run on Intel’s x86 chips, the calculating engines used in most personal computers that run Microsoft Corp.’s Windows operating system.

Steve Jobs, Apple’s chief-executive and co-founder, is expected to explain the shift Monday during a keynote speech to attendees at the company’s annual conference for software developers in San Francisco, the people familiar with the situation said.

The Wall Street Journal reported1 on May 23 that the companies were in talks that could lead to Apple adopting Intel microprocessors. The article reported that two industry executives with knowledge of recent discussions between the companies said Apple will agree to use Intel chips, and indicated that the announcement could come as soon at the Monday, June 6 conference.

CNET on Friday reported that Apple would announce the transition plan June 6. It reported that Apple would move lower-end computers such as the Mac Mini to Intel chips in mid-2006 and higher-end models such as the Power Mac in mid-2007. An industry executive familiar with the matter, contacted Saturday, verified that schedule.

Spokesmen for Apple, Intel, IBM and Freescale said their companies had no comment. At a recent technology conference hosted by the Wall Street Journal, Mr. Otellini described the idea of supplying microprocessors to Apple as “the Haley’s comet of rumors,” because of its frequent recurrence over the years.

For Apple, relegated to a small slice of the PC market, adopting Intel chips could help ensure that its Macintosh systems can meet the breadth, price and performance of rivals such as Dell Inc. Intel, the world’s largest chip maker, has been introducing chips that draw little power—a big selling point for laptop computers—as well as setting an aggressive strategy of boosting computing speed by putting two or more electronic brains on the same piece of silicon. Apple is also likely to be eligible for Intel marketing subsidies, which are important in the narrow-margin PC business.

For Intel, winning the Macintosh business is a prestigious endorsement from Silicon Valley’s most successful style-setter. Under Mr. Jobs, Apple has delivered cutting-edge hardware designs and delivered a hit music player, the iPod, that has become an icon for fashion as well as technology.

IBM jointly developed the PowerPC chips with Motorola Inc., which spun off its semiconductor business as Freescale. IBM’s products include the G5 chip, which is used in high-end desktop Macintosh systems. Freescale supplies chips for Apple laptops and its Mini system.

Apple had been a particularly high-profile customer for IBM. But the big computer maker has recently had success in convincing Microsoft, Sony Corp. and Nintendo Co. to use PowerPC technology in their next-generation video machines, a business that is expected to dwarf sales for Apple’s hardware over the next few years.

Apple last quarter sold 43% more Macs than it did in the year-earlier quarter, quadruple the pace of the industry as a whole. But the company had just 2.3% of new world-wide PC sales in the first three months of the year from 2% the prior quarter. Windows PCs account for the vast majority of the rest of the market.

Write to Don Clark at
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