Apple’s vertically integrated Mac could make interim Wintel model look like a detour

“Apple sold 2.29 million Macs with a growth of 51% y-o-y that is about 3.5 times the overall PC market rate of growth. Macs accounted for 59% of the revenue in the quarter, up from 47% last quarter. Our household now boasts a beautiful, large-screen iMac on which we’re playing with photos and music to create iMovie clips of our travels, horse, and such. We still have two Vista laptops, which are a source of continuous annoyance. Those two are probably on their way out,” Sramana Mitra writes for Seeking Alpha.

“Meanwhile reports of Apple’s $278 million acquisition of microprocessor design company PA Semi has overshadowed its earnings reports. PA Semi is known for its design of low-power chips. This acquisition has thrown cold water over Intel’s (INTC) hopes of securing a design win for Atom, its latest low-power lineup and will cause a shift in the iPhone component ecosystem. But more than that Apple has taken on a significant risk by vertically integrating into semiconductors with the hope that they can achieve differentiation in their core electronics, not only in design, OS and applications. If Apple’s move succeeds, then we’re going back to a vertically integrated computer industry, which is where it all started. The interim Wintel model will come to be looked upon as the detour. We can always trust Steve Jobs to create drama, and to be ambitious,” Mitra writes.

Full article here.

35 Comments

  1. um, the post was for fanbois, note the address! u kan ignore the post if ur not a stoopid fanboi.

    u see, the stoopid fanbois insist that mac clones of the 20th century died because they were technologically inferior to mac, but, as u know, that is not true.

    u see, the stoopid fanbois, have their head so far up their a$$es that they kant perceive reality.

    i’m just doin’ my civic duty of obliterating misinformation and righting the course.

  2. @oh, my, gawd

    You have missed the whole point, you are not righting the course, the course is set, chronicled archives prove this. You however, have set a course that simply ends up looping around and around because of your hate and that you have failed to grasp what was stated in simple terms in the videos.

    I suggest that you watch those videos again and this time pay attention, listen to what is being said, learn to read between the lines … Oh and try at least to understand basic economics, that alone will reveal how vacuous your thoughts are.

    In regards to your writing skill and technique, I would assume you are about fourteen years old, now we all know that children have opinions, it’s just that when it comes around to talk amongst adults, more often or not children’s opinions are ridiculous and stoopid.

    Now go and sling yer’ hook somewhere else, little boy.

    Out of interest – Why was that guying “lying” when it came to the Microsoft sign?

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