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The Devil's Advocate - Steve Meets Osborne, Again!
by - June 6th, 2005

Let me preface all of this with the following caveat:  A lot remains to be seen with regard to Apple's move to Intel. Perhaps there is some secret, long and well thought out strategy that is beyond my ability to foretell--an easily likely scenario as Steve Jobs has far more information on which to base a decision than do I.

Let's Hope for the Best

All that being said, Apple's decision to move to Intel seems like fundamentally one of the stupidest moves ever made by Steve Jobs--and that's saying quite a lot. 

Let me explain all that.  My reasons are not the same as many other's.  First, OS X will run fine on Intel.  Back in the NeXT Computer days, Steve had NeXTSTEP (the precursor to OS X) running on Intel (as well as SUN, HP and Motorola platforms).  OS X and its MACH kernel are rather processor agnostic and the system ran well on Intel processors; actually it ran faster on Intel than it did on the Motorola processors of the day.  And second, Cocoa makes porting most software a matter of hitting the "Build" button in Xcode with an extra check-box, a build for "Intel" button, and presto, you're done. 

The Carbon apps will be more difficult, and we can hope Apple's announced Rosetta translation software will perform well.  We should also hope that Rosetta is capable of helping OS X for Intel to run classic OS 9 applications. Let's assume it all does.  Let's ignore the specter of Apple's boxes being compared to other Intel based boxes and how they would fare. Let's also overlook the fact that IBM has a far more promising processor road map because multi-core is where it's at.  OS X will perform far better with multiple cores than a few extra MHz in speed would provide.  OS X and MACH  are really good at exploiting multiple cores, and the Cell and multicore PowerPC products coming from IBM seem a heck of a lot more promising than what Intel has been talking about.  Although who knows, in a year to year-and-a-half all that could change.  Which brings me to the stupidity part.

MacOsborne

Something smells really really bad about how this was announced, and that waft may well be from the "Osborne effect." Apple will not start offering Intel based products until next year!   For those not familiar with the history of Osborne computer or the "Osborne effect," please read up on it at the Wikepedia and The Register UK.  What's worse is Steve Jobs made this very same mistake before as Don Yacktman commented on long ago.

Back when NeXT stopped making hardware, it announced a NeXTSTEP for Intel product only to not release it for months!  So NeXT had a substantially reduced (and some would argue, non-existant) revenue stream until the unproven Intel product was released!  No machines to sell, and no Intel software to sell!  Steve pulled a total "Osborne" and it certainly didn't bode well for NeXT or it's bottom line.  So here we are years later, and regardless of the processor technology merits and implementations, Steve Jobs manages to repeat the very same mistake.

And for those that say "nah, Steve's not the type to repeat his mistakes" let me remind you of some history.  Back in the day at Apple, Steve Jobs and Co. brought out a computer called the Lisa.  A nice machine, ahead of it's time, which failed miserably in large part due to it's cost of $10,000. 

Fast forward a few years later when Steve supposedly got much smarter and more savvy.  Then at NeXT Computer, Steve Jobs releases a black cube computer, ahead of it's time, which failed miserably in large part due to its cost of $10,000.  For bonus points, he marketed this machine to academia--yes that little known bastion of high-rollers. 

Fast forward a few more years when Steve supposedly got much smarter and more savvy.  Then at Apple, Steve Jobs releases a cube computer, ahead of its time, which failed miserably in large part due to its cost.  Yes, Steve is quite capable of repeating his mistakes.

Future Mac Purchases Might Be Hurt

I cannot overstate just how bad a gaffe this "pre-announcement/roadmap" appears to be, at least on the surface.  There were already significant numbers of users that were holding off on purchasing Macs in anticipation of major upgrades to the line.  Now, not only does there seem to be a treacherous dearth of upgrade announcements from Apple (the Keynote was relatively short--no "one more thing"), it has introduced incredible uncertainty regarding future purchases. 

What Intel chips will be used?  Will they be much faster than what is in current Macs?  Will they be able to compete with the highly multi-core offerings from IBM? Will software vendors charge upgrade fees for Intel versions of software or for maintaining PPC versions?  Heck, I'll just hold off on all purchases until they release the new platform and see what pans out. I bet a lot of other actual and potential Mac users hold off too.

This is astounding.  To be sure, there may be a great many positives that could come from such a move.  Fast Windows emulation layers like WINE or VirtualPC may be integrated into OS X.  Dual boot possibilities.  A chance to sell OS X to a wider audience and to take on Microsoft.  A lot of exciting possibilities abound, but it's the execution that is questionable.  That Apple does not have an Intel based Mac available immediately for the general public, that may end up being an incredibly damaging decision with regard to the platform's vitality for the next year. 

And one wonders, what brought all this on? Was it that IBM was going to suspend support for the G5 in favor of server and video game console style PPC chips?

My personal bet is on pure hubris.  IBM's designs really do seem to have a better future roadmap with regard to multiprocessing, while Intel in particular seems to be stalling in their ability to ramp up performance--AMD is generally spanking Intel in the x86 arena.  This really smells of Steve Jobs throwing a hissy fit that IBM has not kissed his ring nearly enough while they were off creating multicore designs for Microsoft, Sony and Nintendo.  The strange thing is that one suspects that all these multicore advances for game consoles could have benefited Apple and OS X's MACH far more than Intel's designs.

Only time will tell if Steve Jobs has just pulled another Osborne blunder and how damaging that effect may be to Apple.  One thing for sure; the next year will be an interesting one.

is an attorney. Please don't hold that against him. This work does not necessarily reflect the views and/or opinions of The Mac Observer, any third parties, or even John for that matter. No assertions of fact are being made, but rather the reader is simply asked to consider the possibilities.

You can send your comments directly to me, or you can also post your comments below.

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View Name:Guest
Subject: Let's see...who is the successful CEO of Apple???
Close Name:edtekker Posts: 56 Joined: 13 Dec 2002
Subject: I disagree

This would be an "Osbourne effect" situation if there was a compelling reason to hold off on purchasing, like the new computers would immediately be wildly better than the current machines. I see no indication of that.

What we have seen is a steady erosion of the high-end Mac sales because the processor speeds have lagged behind. If there is any hubris floating around here, it's on the IBM side. They probably felt they had Jobs by the scruff of the neck, and so they could stiff him on his chips while landing mondo contracts with Microsoft, Nintendon, and Sony. It would appear that they have broken a series of promises for Apple, and as a result we are a year behind schedule for high-end machines.

A hissy fit is a spontaneous outburst. Designing every build of OS X to run on Intel for the last five years is anything but spontaneous. Jobs gave IBM several years to get their act together, and they dropped the ball.

On the other hand, since the universal binaries will work on both platforms, if IBM does figure out how to actually make the chips that Macs need to be competitive, nothing prevents Apple from keeping those in the lineup.

Besides, at this stage in the game, who cares anymore? We can already play Quake at frame-rates faster than the eye can perceive, render Photoshop and After Effects faster than we ever dreamed, edit HD in iMovie, and generally do anything we want except create Pixar films at home. What I care about is the OS, and increasing the programs that run on it.

I just bought my first new Mac in eight years, a beautiful 20" iMac. It will be a great computer for years, regardless of what chip powers new ones next year. I don't regret buying it for a moment, and would still have bought it knowing the new chips are coming. It's been a long, long time since Jobs' NeXT mistake, and his track record since returning to Apple has been incredibly positive. I don't see any reason to think this will turn out poorly, especially with Intel's support. Yeah, I would have preferred AMD, but then again, in a couple of years, who knows? Apple has the chipmakers on notice that if you don't deliver, you're toast.

Close Name:iggyb Posts: 112 Joined: 09 May 2003
Subject: Multi-core?

Hold on...I thought Intel already is doing the dual-core processing.

As for timing, you're correct that it most likely will slow sales significantly. However, if you're convinced that you need to change your chipset, what other choice do you have? Surprise the developers the day it's released? Or do you keep the choice of going with potentially another Motorola experience of seeing Intel and AMD create much faster chips.

IBM, with all it's R&D, cannot create a G5 chip to put in a PowerBook or iBook. Think that hasn't hurt sales? Look at the numbers! How many people are waiting for the G5 PowerBook before making a purchase?

IBM has promise for sure. Time will tell if this is a blunder or a stroke of genius. But Intel has Dual Core, and they have 64-bit technology.

"Cell and multicore PowerPC products coming from IBM seem a heck of a lot more promising..."

What is that statement based on? Cell has been touted as the next great processor.....by its makers. Remember SONY bragging about how much better and faster the PS2 was going to be, that your mind will melt from all the polygons. Meh....it fell WAY WAY short of expectations...

Close Name:Jonkun227 Posts: 238 Joined: 02 Mar 2004
Subject:

Go ahead. Don't buy a Mac in the next 12 or 18 months. Wait for the new ones. Make the prices drop. In the meantime I'll be outfitting my studio with a whole new round of PPC based Macs. I'd only buy one in that time normally, but with the kind of market you're describing I'll just have to outfit everyone I know with one of those $49 Macs.

And you know what? They'll function at least as well as the one I'm using today.


- Jon

View Name:Guest
Subject: Jobs throwing a hissy fit???
View Name:Guest
Subject: Well said!
View Name:Guest
Subject: Death Knell +1
View Name:Guest
Subject: Not really
View Name:Guest
Subject: Disagree
View Name:Guest
Subject: When's a better time?
Close Name:jdb1867 Posts: 5 Joined: 24 May 2005
Subject: No Hissy fit

You can doubt Steve Jobs all you want but there is tangible evidence of the failure of the Apple IBM alliance. Steve Jobs was told there would be 3 GHz G5s in a years time which means IBM told him they would be available in less than a year. Back even a year ago Steve Jobs was optimistic about the PPC roadmap and made a comment to that effect. But since then, no low power G5 for laptops and still not even close to 3 GHz. Add to that the fact that IBM announces two 3+ GHz processors for companies that are not Apple and you can see how this happened.

Fundamentally Apple had no choice. This is probably the best of several bad choices. The worst thing that Apple could do is keep waiting with no roadmap in the hopes that IBM gets around to them. That is a business disaster. So, this is bad for Apple's bottom line but they had little choice in my opinion.

Close Name:Bookman Posts: 543 Joined: 22 Apr 2002
Subject:

GAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAH!

View Name:Guest
Subject:
View Name:RealityCheck -   Troll Posts: 392 Joined: 06 May 2004
Subject: Apple Stock Will Tank As Mac Sales Plunge During 2005
View Name:Guest
Subject:
View Name:Guest
Subject: New Intel Chips
View Name:Guest
Subject:
View Name:Guest
Subject: And if it doesn't?
Close Name:Bosco Posts: 966 Joined: 03 Jun 2002
Subject: Portables

John, Drudge linked to a report today that said that laptop sales have finally surpassed dekstops. Right now, Intel is delivering laptop chips that are almost twice as fast as Freescale's. The real issues there are power and heat, which Intel seems to think it can fix as it moves to 65nm. Even now, power and heat in Intel's Centrino parts are workable in a laptop. Not so with the G5.

On the software side... If developers maintain confidence in the Mac platform, there will be plenty of new PPC apps for the next year and then some. Those apps will continue to run on MacTel boxes. Developers may start shipping fat binaries, depending on what development environment and technologies they are using now. Cross-platform developers are probably the biggest mixed bag. My hunch is that CodeWarrior is dead in the water and that REALbasic will make the jump relatively quickly and painlessly. I still don't like being locked into the OS vendor's development tools (XCode), but in this case, if you arleady are, the transition will be painless.

There is, of course, an interesting and unexplored possibility that the reality of transition may bring. Apple may, if IBM takes this as a wake-up call, decide to straddle the x86/PPC divide for the long haul. Clearly, consumer and laptop machines will go to Intel. But workstations may stay PPC. And we may see that Rosarito thingy run x86 binaries on PPC. Apple would be in an ideal position with IBM and Intel competing for the high end. The big, quick loser in this deal is Freescale. No hope for them. They've got a year because Apple's laptops are just so freakin gorgeous we can overlook speed, but not another day .

Close Name:jacrav Posts: 268 Joined: 04 Jul 2001
Subject: Osborne-effect sounds ominous …

… but then, let's not forget this is the Devil's advocate …

View Name:Guest
Subject: This is great people
View Name:Guest
Subject: Relax RC
Close Name:fartheststar Posts: 213 Joined: 04 Jan 2004
Subject: Article is complete rubbish

Mac and iPod are stronger than ever. This switch has been thought about for over 5 years - just in case.

And if you haven't noticed, PPC is not more promising if it can't be put in a Laptop - which is taking over marketshare on PC's.

I must admit - I was wrong - this was REALLY thought out, and all will be fine.

View Name:Guest
Subject: RC Stock Purchase Alert!
View Name:Guest
Subject: Not a hissy fit . . .
View Name:Guest
Subject: Anecdotal
View Name:Guest
Subject: Hmmm...
Close Name:Tiger Posts: 906 Joined: 17 Jun 2003
Subject: I'm against it

This kills me, but I also know part of the problem WHY Apple switched. I found out today before announcement when I asked a Vice President at IBM whether the rumors were true that Apple was leaving the IBM partnership.

His response?

What rumors.

'nuff said. Apparently, they don't read the writing on the wall, the ceiling, the Internet, the billboards, or anywhere else.

I still think going with Intel is a mistake. Years of bashing the "Wintel" world and suddenly you jump into bed with the enemy?

Sounds like a move the UN would make.

View Name:Guest
Subject: right on
View Name:Guest
Subject: The Osbourne effect
Close Name:jhonka Posts: 77 Joined: 05 Sep 2003
Subject:

Quote
Jonkun227 wrote:
Go ahead. Don't buy a Mac in the next 12 or 18 months. Wait for the new ones. Make the prices drop. In the meantime I'll be outfitting my studio with a whole new round of PPC based Macs. I'd only buy one in that time normally, but with the kind of market you're describing I'll just have to outfit everyone I know with one of those $49 Macs.

And you know what? They'll function at least as well as the one I'm using today.


- Jon

Save one for me.

View Name:Guest
Subject: #@!$ Classic
View Name:Guest
Subject: DON"T PANIC?