Hi rhetoric,
GVIL has been blaming Apple for well over a year, ever since they lost the OEM contract for the PowerBooks. Yet it is a long line of management mistakes that doomed that company. GVIL makes the Apple internal modem that is bundled in both the 6500s and the G3 communications bundle and available as a BTO option at the Apple Store. GVIL was also rumored to have won the contract for the pc cards in Wall Street.
Apparently (knock on wood), Apple can make a profit on quarterly sales of 600,000 boxes, but GVIL can not on a market of that size. (Frankly, they got killed trying to break into the Windows market.)
The GVIL brand is in better hands with Boca, stronger hands. I see no effect on Mac users.
Apple did buy fewer OEM modems from GVIL this quarter than last, which I take as the fact that Apple cut production on the 6500 line. This could offer a hint that Apple will have a good quarter, from selling out inventory. Or it might mean nothing.
Marc
PS--Jim, if Apple does have a credit on the report from the Power buyout you are THE MAN. You are the only guy who has dug that up anywhere, as far as I know. Terrific sleuthing. |
