“Needham & Co analyst Charles Wolf is maintaining a ‘Hold’ rating on Apple stock – but has hopes that Mac sales will surge once the entire range move to Intel,” Jonny Evans reports for Macworld UK. “He expects the full product transition to complete by the first quarter of 2007. And he thinks that Boot Camp will be integral to future success. ‘Mac shipments could surge on the strength of the ability of Macs to run Windows applications,’ he wrote.”
“Apple’s secret market share weapon – Boot Camp – could be integral to the company’s future fortunes: ‘The driver of the sales upside will be the ability of the Mac to run Windows applications either through dual-booting or virtualisation,’ the analyst explained,” Evans reports. “Wolf adds that he thinks Apple will extend Windows support in its future Leopard OS by adding a virtualisation engine that lets Mac users run Windows at the same time as OS X. At present users can only choose to boot into Mac or Windows operating systems. ‘In our opinion, we believe there is a reasonable chance that Apple itself will build virtualisation into Leopard, the next version of Mac OS X, which should ship soon after MacWorld San Francisco in January 2007,’ he explained.”
Full article here.
MacDailyNews Take: Apple themselves are dropping a big hint about the future of Windows apps on Macs. On their Boot Camp webpage, Apple states, “Apple will include technology in the next major release of Mac OS X, Leopard, that lets you install and run the Windows XP operating system on your Mac. Called Boot Camp (for now), you can download a public beta today.” Note the “(for now)” part. Having the ability to run “Windows as the new Classic,” as John Gruber describes it, along with the ability to cut and paste between OSes, it a much better solution than the choice at bootup offered by the beta Boot Camp. The only big question in our minds is whether Apple can manage to cut Microsoft out of the equation with something like a solid, working Darwine (Windows apps on a Mac without Windows) or if they’ll cozy up to Microsoft and use Windows. Just this morning, Robert X. Cringely says Apple is implementing Windows API directly in Mac OS X Leopard and they already have it running in their labs.
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Related MacDailyNews article:
Apple implementing Windows API directly in Mac OS X Leopard? (Windows apps on Mac without Windows) – April 21, 2006
Dude, you got a Dell? What are you, stupid? Only Apple Macs run both Mac OS X and Windows! – April 05, 2006