Big John, you are more than a little off. I know about the
embedded and telecomm markets from MOT and IBM, we use them.
They use the same fab tech, different die. This is a critical
point, and a major part of the strategy for PPC. Read the
whitepapers and technotes before dissing.
You are off about Intel. They have made it clear that there
will be coexistence of Merced with Pentium for a period of time.
That will hurt.
AAPL will surprise in the sub $1000 market, but they will remain
a niche. The sub $1000 market will be the demise of a number of
the Wintel manufacturers (the weaker ones). Just watch.
Didn't say SGI doesn't have technology. But we all know, that
doesn't mean success. For example, AAPL.
Finally, you are wrong about the license. Did you follow this
stuff at all? MSFT doesn't get Rhapsody, or all AAPL technology.
The cross-license agreement is more specific than that, albeit
not public.
So, basically, I am right and you are wrong. I feel good,
oooh I knew that I would ;-) |
