“Mark your calendars. Today is the day that Apple Computer killed the Mac as we’ve known it,” Arik Hesseldahl writes for Forbes. “Today, Apple confirmed reports that it will shift away from using chips from IBM and Freescale Semiconductor. With the confirmation of the change, Apple is embarking on a transition that could well hurt its computer sales between now and 2007, frustrate software developers and ultimately drive loyal customers away from the platform.”
“‘Every time Apple tries to make a transition like this, many people simply decide it’s not worth the effort to try and keep up,’ says Nathan Brookwood, analyst with Insight64… More immediately, by announcing a transition that is going to take place during 2006 and into 2007, Apple can’t help but hurt its computer sales during the transition period. In its two most-recent quarters, Apple’s computer sales have accounted for about 46%,” Hesseldahl writes. “Since Mac users are habitual upgraders, many of its traditional customers will put off purchases until the new Intel-based systems are on the market. This wariness has happened during previous transitions on the Mac platform, when Apple was shifting away from its established Mac OS 9 platform toward the newer Mac OS X.”
Hesseldahl writes, “Apple certainly has the cash to withstand the hit to its sales over the course of a year. It had about $3 billion in cash and cash equivalents, plus another $2.5 billion in short-term investments at the end of the quarter ended March 26.”
Full article here.
MacDailyNews Take: It’s the OS, stupid.
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