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December 30, 2005

The year of no excuses

The BusinessWeek on line article "Rejoice, Mac Heads, and Stay Tuned," closes with this quote.

I want those geeks who favor Microsoft's (MSFT) Windows platform to look upon the Mac and feel a combination of envy and remorse. I want them all to take note of the Mac OS and the computers that run it, and in large numbers say at once: Now that's the way personal computing should be.

It will be interesting to see if it happens.  No more processor shortages since the 1.5 million CPUs (optimism doesn't hurt) or so per quarter that Apple should need are a drop in the bucket to Intel.

OS X has actually been running on Intel hardware for years, so this shouldn't be like a first release of an operating system.

Steve has said that it is easy to bring software over to the Mac Intel side from the OS X PPC world (corrected) so there should be a stampede of developers and software now that Windows hardware and Macintosh hardware have the same processor.

Then you can always install Windows on your Intel Mac, and there won't be any Mac cannibalism since you won't be able to install OS X on your Dell.  It will be a pure and glorious Mac world.

Apple has proved its sales skills in selling millions upon millions of iPods to the unwashed Windows world so obviously they have the knowledge and talent needed to also sell them Intel based Macs which should be priced competitively given the volume advantages of the Intel world.

Apple stock is at an all time high, so in world of Fortune 500 metrics that should indicate a company that has exceptional management and a very bright outlook.

To top all that off Microsoft stock is in the doldrums and some are doubting Dell's formula.

This year will be whatever Apple makes of it.  It doesn't matter what we write or speculate.  It doesn't even matter what is leaked, this is Apple's year to go head to head with the competition. It's a year of no excuses.

I'm looking forward to making some guesses down the road when Apple's path and computer products are a little more public.

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Comments

"Steve has said that it is easy to bring software over to the Mac side from the Windows world [...]"

Then either (a) Steve is smoking crack or (b) you're misquoting him. I believe it's the second.

Steve has said it will be easy to move Mac OS X PowerPC applications to Mac OS X Intel. This is different from moving from Windows. The fact that they use the same CPU is inconsequential to porting efforts, unless you're talking about people hand-coding assembly language. About the only people who do that anymore are game developers.

You are 100% right. What it should have said was, "Steve has said that it is easy to bring software over to the Mac Intel side from the OS X PPC world."

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