Analysts Don't See Windows on Mac Making Corporate Inroads
Analysts Don't See Windows on Mac Making Corporate Inroads
by , 1:30 PM EDT, July 7th, 2006
While they expect consumers to switch to Macs in greater numbers, analysts Charles Wolf and Michael Silver don't see medium and large corporate environments doing the same, even with the ability to run Windows factored in.
Mr. Wolf, of Needham and Company, sees Apple's market share among home users tripling, but, he told Macworld's Mathew Honan: "I'm relatively cautious about the corporate market, medium and large business in particular. The decision maker is usually not the user in those cases.
"My observations are that they are very Windows-centric and consequently the fact that the Mac can run Windows well at some point in the future probably won't matter."
Mr. Silver, who works for Gartner, agreed. "If you want to buy a Windows machine," he said, "especially if you are in a company buying hundreds or thousands of PCs, there are cheaper ways to do that than buying a Mac. There's only one vendor, and you still have to install Boot Camp and buy a full version of Windows, which has a list price of like $300."
The fact that Boot Camp requires users to reboot their computers was also seen by both analysts as an impediment to productivity, and, thus, a stumbling block for the corporate world. Mr. Silver recommended that Mac owners rely on Parallels, which, as Mr. Honan pointed out, is promoted by Apple on its Web site and in one of its new "Get a Mac" ads.
Mr. Wolf revealed that Apple vice-president of worldwide marketing Phil Schiller told him that the company would "absolutely not" include virtualization similar to Parallels in the next version of Mac OS X. "The R&D would be prohibitive and we're not going to do it. Our solution is dual boot," Mr. Schiller told the analyst.
Mr. Wolf also said that he would like to see Apple promote other third party virtualization solutions, such as the one offered by CodeWeaver. In addition, he'd like to see Apple have Macs on display running Windows in its stores. "It's my assumption that the key driver for Windows users switching are going to be the Apple stores," he explained.
And while he applauds Apple's efforts to promote Macs in areas that are the company's strength -- education, creative fields, science, small businesses and so forth -- he noted: "I think it would be foolish for Apple to do a broad-based attack on the business market. I think it would fail; it would be wasted money."
Observer Comments
QuoteMr. Wolf revealed that Apple vice-president of worldwide marketing Phil Schiller told him that the company would "absolutely not" include virtualization similar to Parallels in the next version of Mac OS X. "The R&D would be prohibitive and we're not going to do it. Our solution is dual boot," Mr. Schiller told the analyst.
D*mn I hope this is wrong. Dual boot is just not good enough in this day and age. Virtualization or something akin to CrossOver is really the only solution that most people would go for en mass. DualBoot works but it's kludgy.
back in analyst.
Maybe the "switch" will initally just be consumers (sales numbers sound encouraging already), but in the long term, we will probably see this prediction is false as us measly users do have ways of influencing corporate purchasing, especially as we move up into the higher realms of companies.
Typically, the analysts are behind the times and out of touch with reality.
Virtualization software is already here and most large companies have some sort of corporate licensing deal for Windows.
If corporations don't buy Macs it won't be because they cost too much or they have to buy a copy of Windows for it. It will be because there is an entire generation of IT staff who lost their virginity to Windows and know little if anything else. It will take another generation to replace that way of thinking.
Ask this question again in ten or fifteen years.
Fri Jul 07, 2006 3:34 pm Subject:
Fri Jul 07, 2006 5:16 pm Subject: Since when...
do large corporations pay list price for Windows? Most (read all, most likely) have enterprise licenses for Windows (hence no license key issue). That is exactly what I installed in my copy of Parallels.
There are other reasons why corporations won't buy Macs to run Windows (at this time), but that certainly isn't one of them.
At least two of our major clients have ditched desktop PCs for most of their staff already, in favour of various 'thin client' machines (some using Windows CE, others using server-side virtualisation). They're also pushing for browser based applications, even when it's cheaper/easier to develop desktop ones. Not sure why, when they then insist that it only need to work / test against IE - why not just develop a VB app then?
The point is that the trend in big business is away from 'personal' computers back to terminals. It is just that the terminals run Windows these days, and I don't see that changing.
If they're really going to ditch Windows, it will be for Novell's SUSE Linux, which is trying to hit Microsoft on the other side from Apple, by marketing an OS aimed wholly at business users.
That used to be Microsoft's strong point, but it is very difficult for them to be all things to all people, and the likes of IBM have made a strong comeback by talking to business rather than the consumer.
Apple have gone the other way - they're focusing on the consumer, even if that might hurt them in the scientific computing markets they inherited from Next.
Sat Jul 08, 2006 10:06 am Subject: thin may be in, but not for long
Everything goes in cycles. In the early 90s, I worked for a publishing company that used thin clients attached to a main server. The employees weren't happy.
After I had left, I found out they moved to PCs...for a while. They also had to bring in an IT staff to manage everything.
Years later. They have moved to Macs.
So much for the IT staff, huh? Can't see them moving back to Thin clients though. What a HUGE retrograde that would be.
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