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Archive for July, 2005


The Apple/Intel Report: The Excitement Dies Down

Saturday, July 30th, 2005

In the days following the news of Apple’s decision switch to Intel processors, speculation ran rampant. Some said it was a foolish idea, while others said it was a long time coming. But many delivered a collective yawn. So who cares what processor is inside a Mac? It is, after all, the operating system that makes a Mac a Mac, so why should anyone be concerned about the parts Apple selects, so long as you get the level of performance you expect?

At first, it was predicted that Apple would suffer a sales hit, that lots of Mac users would rather sit on the sidelines for a year or two, afraid the present models with PowerPC processors would suddenly become obsolete. Even Apple is talking a cautious approach, despite stellar Mac sales last quarter. It’s guidance for the current quarter is flat, despite the back-to-school season where sales typically increase. Of course, if it moves more Macs than expected, Apple emerges in an even better light, because its own projections were so conservative.

So are there any indicators as to how sales are faring? Well, there is Amazon.com, which has a decent selection of personal computers in its online catalog. Products are ranked by sales, and the figures change on an hourly basis, but when I checked the listings this morning, I noticed that four of the top 10 laptops were iBooks or PowerBooks. Two more Apple portables were included among the next ten listings. Desktop Macs fared better, with Apple garnering the first five slots. The first three were iMacs, followed by a pair of Mac minis. Power Macs earned number 19 and 21 rankings.

Let me emphasize, once again, that the results you see may differ substantially from the ones I observed while writing this article, and it’s also not clear just how the sales picture at Amazon.com compares with other online and brick and mortar retailers. At the same time, it should serve as an indication that you shouldn’t dismiss Apple’s prospects outright either, nor take knee-jerk reactions seriously.

In the past few weeks, the online world has been filled with erroneous information and baseless speculation. Just the other day, I caught an article from an otherwise responsible Mac resource predicting the demise of Apple because of its foolish move, that “this announcement will stop current Mac sales dead in the water.” No, I don’t want to embarrass the author any further by linking to the article, which also contains the prediction that no native software will be available for Macs with Intel. In case you haven’t noticed, there are already a handful of applications with Universal Binaries available, although only developers have access to the computers that can test them for Intel-based performance. For many, the conversion will prove a trivial exercise.

At the same time, there has been a lot of intriguing speculation that personal computers are only a small part of Apple’s deal with Intel, and that the iPod and other digital devices constitute a main part of the picture. It’s fair to say that Intel builds a lot more than Pentiums.

At the same time, there’s noting to prevent Apple from continuing to buy chips from Freescale Semiconductor and IBM if the offerings are compelling enough. Ditto for AMD if it delivers superior processors when the great transition begins in earnest. There’s no indication that Apple’s deal with Intel is exclusive. It’s quite possible that Apple will, at the beginning at least, develop both PowerPC and x86 motherboards for future Macs, choosing one over the other depending on which chip maker provides the best performance and ready availability.

Even if the switch to Intel goes as planned, Apple will likely keep PowerPC models in stock as long as there is demand for them. Do you recall that, early in the migration to Mac OS X, Apple decided to stop building models that could also boot under Mac OS 9? A handful of older, dual-boot products were kept in production for a short time to serve those customers who couldn’t get by with the Classic mode.

Right now, it appears that the Macintels will not be able to run Classic Mac OS applications, unless something changes drastically between now and the time these new computers appear. So what are people who still need Classic supposed to do? Well, I don’t think it takes tea leaves to predict that you’ll be able to buy Macs with PowerPC processors even after the Intel transition is over. Apple wouldn’t be so foolish as to lose sales because of lack of support for Classic. It may even be possible for third parties to devise a solution, which will get Apple off the hook. Time will tell.

Of course, my predictions and expectations about all this may end up being wrong. It wouldn’t be the first time.

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The Mac Hardware Report: 400,000 Windows Users Can’t Be Wrong

Saturday, July 23rd, 2005

It seems whenever I want to make a point, I have to offer a little history lesson. I’ve you’ve been around the Mac universe for very long, this little refresher course may seem familiar to you, but I have a pont to make and, as usual, I’ll take my time getting there. Just bear with me.

In the mid-1990s, it went the other way. Mac users began to desert the platform in droves. Doesn’t seem possible? Well, some technology pundits seem to think it was the result of the switch from the original 680×0 processor to the PowerPC. How come? Well, I suppose they believe that the near seamless transition from one processor family to another must have been confusing and frustrating. But the real reason was, in large part, the arrival of the first almost usable version of Windows, and that was Windows 95.

Maybe it was that infamous Rolling Stones spot, using their hit song, “Start Me Up.” It’s hard to believe now, but when Windows 95 hit the store shelves, folks were lining up to subject themselves to punishment, or rather buy copies. Microsoft becoming hip? Not quite, but Windows 95 was good enough to convey the impression to many users that it had reached parity with the Mac OS. Of course that huge advertising campaign didn’t hurt.

Now to be fair, it is true that some software companies who were probably on the fence about continuing to build Mac software decided that updating their products for the PowerPC wasn’t worth the time and effort. But these publishers would have probably ditched their Mac products eventually; they just used this as an excuse. At the same time, Apple seemed to lose its way, which only compounded the problem. Rather than amaze us with new products, they came up with wrong-headed designs that made such simple acts as adding RAM a major chore. Do you remember the Quadra 800 and its successors? You had to remove a logic board just to get to the memory slots.

The Mac OS? Well, development seemed to have stalled, while Microsoft worked furiously to deliver a better product. The best some Mac users could offer was that the Mac OS “sucked less.” This “lesser of two evils” argument just didn’t fly. In all fairness, I stuck with the Mac, although I also had to acquire a PC box because I was offered some Windows-oriented book assignments that I had to accept to pay the bills.

Somehow, Apple muddled its way through, and now that we are well into the Second Age of Steve Jobs, it appears Windows users are finally getting the message. For the first half of this year, an estimated 400,000 Windows owners bought Macs as Apple outpaced the growth of the PC industry.

It may be too early to break out the champagne, but it appears a number of these Mac converts were influenced by the iPod. To think Apple could build something that would become a cultural icon rather than just a boutique product. But Microsoft has also managed to shoot itself in the foot in recent years, suffering from the programming lapses of yesteryear that made the platform vulnerable to all sorts of malware.

At the same time, Apple faces an important challenge. If those 400,000 newcomers embrace the Mac OS with enthusiasm, they could become evangelists for the platform, encouraging others to make the move. Here first impressions count for a lot, and if the Macs they buy fails to “just work,” it could have a really bad effect. These people have already been burned by Windows. They came to the Mac hoping that life on the other side of the tracks would be better, and if they have any suspicions that it’s not so, Apple may not get a second chance.

As much as you’d like to regard your Mac as an appliance, it’s a complicated and sometimes temperamental beast. True, most of you will unpack your new Macs, turn them on, and get on with your business. But the experience isn’t always seamless, for otherwise there would be no need for troubleshooting sites, books and articles to help you get a handle on the problems you confront all too often.

In fairness, you can’t expect perfection. No personal computer comes even close to behaving as reliably as a typical household appliance. Sure, the Mac is close, and it’s true that many of you can carry on for days, weeks, or months without encountering a lick of trouble. I still provide consulting services for a number of local clients, and I delight in the fact that I can set them up with a new Mac, or perform a “tune up,” and seldom get a call to make a return visit to fix some new problems. It’s not that I am so perfect, but it’s a nice thought. The truth is that Macs don’t require near as much maintenance as the counterparts from the Dark Side.

But there are still problems that are just too irritating, and Apple has to work harder to improve its quality control. Tiger, for example, was probably released prematurely, and it’s taken two maintenance updates for things to settle down. And now the pressure is on to deliver the goods to those brand new Windows switchers, and Apple can’t afford to drop the ball.

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