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Somebody hasn't figured out that PA Semi doesn't make chips, they only design them. Apple is buying talent, not a fabricator.

Apr 25, 08 - 10:57 am Comment from: Rich Apple person

More and more peole are learning that PC's are commodities but Mac's are entertainment and media hubs allowing people to do a lot more stuff a lot more easily. Let's also not forget that the Vista debacle has also allowed Apple to gain share.

If I were Microsoft I would develop a "skink works" for developers, lease an officec campus away from Richmond make it like Googles and tell the developers to explore the core foundation of Windows and revolutionize it to make it more blow people away. It has to be less costly than the $5 billion for the Vista flop and Apple's weakness right now is that OSX has been out for a while and although Leopard was a nice upgrade it was evolutionary not revolutionary.

Apr 25, 08 - 11:01 am Comment from: Ampar

"We still have two Vista laptops, which are a source of continuous annoyance."

Vista's annoyances are intentional and by design.

"In a Thursday presentation at RSA 2008 in San Francisco, David Cross, a product unit manager at Microsoft who was part of the team that developed UAC, admitted that Microsoft's strategy with UAC was to irritate users and ISVs in order to get them to change their behavior.

'The reason we put UAC into the platform was to annoy users. I'm serious,' said Cross."

I caught this article by Sramana Mitra on Seeking Alpha this morning. One of the best reads I've seen in some time. I just love this quote: "We still have two Vista laptops, which are a source of continuous annoyance. Those two are probably on their way out."

Apple doesn't make computers or iPods or phones. They only design them. The point is...?

Apr 25, 08 - 11:05 am Comment from: Ampar

"Somebody hasn't figured out that PA Semi doesn't make chips, they only design them."

We must be reading different articles (emphasis added below).

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.

@Rich Apple person

What?

I'd rather own a DESIGN company than a chip manufacturing company.

"The reason we put UAC into the platform was to annoy users. I'm serious,' said Cross."

Yeah BTW we did that on purpose. Pffftttt! It's way too easy to say that AFTERWARDS! Frigtard!

Apr 25, 08 - 11:24 am Comment from: ron

"If I were Microsoft I would develop a "skink works" for developers."

It used to be called 'skunk works'.

Now there's a 'i' in everything, ie: iPod, iPhone. Isaiah, etc..

Apr 25, 08 - 11:25 am Comment from: ron

SB, an 'i'.

Apr 25, 08 - 11:26 am Comment from: Ampar

iSee.

@ Rich Apple Person

Interesting comment, and MS has the bucks to sink into a major, ground-up OS. Compatibility with the existing XP/Vista base could be achieved the same way Apple handed "Classic" after the movie to OSX. However I don't think it is in the MS DNA to do that. Being bound to legacy software is actually a profit driver for MS, and it lacks the guts of say, Steve Jobs, to jump to a new OS or processor.

Meanwhile, altho Leopard was evolutionary, the ability of OSX to take on different forms (a shape-shifter!) is now clear with OSX-Touch, which is in fact revolutionary.

Apr 25, 08 - 11:29 am Comment from: Ampar

" . . . I would develop a "skink works" for developers . . ."

You want them to design a better lizard?

Zune Tang 1, calling Zune Tang 2, do you read me?

Hep me, hep me defend our precious Vista against all this MAC stuff. Imac, Iphone, Ipod, it's getting a tad tedious...

@ Zune Tang

"Zune Tang 1, calling Zune Tang 2, do you read me?"

Makes me think "Mork calling Orson, come in Orson, Mork calling Orson... Come in OORRRSSSOOONNN!!!

"The interim Wintel model will come to be looked upon as the detour."

That's what I've been saying for a long time! We will indeed look back and consider Microsoft to be a tiny blip in the grand scheme of things. The lights are turning on again folks!

Apr 25, 08 - 12:56 pm Comment from: ElderNorm

vs seeking alpha.

Is it just me or does anyone else have problems logging on over there.??? They always bounce me for some unknown or non sense reason???

Then again, their reporting is pretty crappy too.

Just a thought.

en

Apr 25, 08 - 01:25 pm Comment from: Ray

If Apple drops Intel as their CPU supplier for Desktops, laptops and servers...Then after a brilliant youth SJ has become an idiot in his old age. I believe this will help Apple make propeitary processors for it's iPod, iPhone, and AppleTV (yawn) products. Maybe inbed OS'es into these machines. Make them less hackable.

Just my $0.02

Apr 25, 08 - 01:54 pm Comment from: Basil Ganglia

Please read Daniel Eran's very thoughtful article on the PA Semi purchase (http://www.roughlydrafted.com/2008/04/24/why-did-apple-buy-pa-semi/). I agree with him that it is very unlikely that Apple will abandon Intel or ARM CPUs but that they may well want to custom design some ancillary chips to make Apple products like the iPhone harder for others to copy (can't simply buy all the components off the shelf), and to improve performance.

Apr 25, 08 - 01:59 pm Comment from: misanthrope

Wintel? Shouldn't that be Macintel?

@Duh
Right! But once you get the good design, you are in a position where you can be extremely demanding towards ANY chips maker!

@Ampar,
The point is that buying PA Semi doesn't make the Mac any more or less vertically integrated. Much of what they do might have more of an impact on the future of the iPhone than the Mac.

click the link and witness the fact that steve jobs killed the clones.

http://www.youtube.com/watch?v=maIgu_7oLm0

stoopid, stoopid, mac fanbois.

gather round, mac fanbois, time for your lesson in reality to continue.

http://www.youtube.com/watch?v=KhjVidOFqBo

http://www.youtube.com/watch?v=FytWjEd2gcg

maybe, eventually, you mac fanbois will pull yer heads out of your asses and glimpse the real world

Apr 25, 08 - 05:03 pm Comment from: ron

Ray. "Maybe in bed OS'es into these machines. Make them more lovable."

Maybe 'imbed' OS'es into these machines. Make them less hackable.

im with you moo...wtf did he say? if he's rich im gonna be a freakin billionaire.

"click the link and witness the fact that steve jobs killed the clones."

No duh. What's your point?

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.

Apr 25, 08 - 08:36 pm Comment from: El Guapo

I'm still laughing at:

"Hey McLeod, get off of my ewe!"

Apr 25, 08 - 09:33 pm Comment from: Ampar

El Guapo:

@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?

Jeezz, stupidity in the Windows world abound.

Is this guy for real? Must be, no other way Microsoft could sell its crap if not to stupid lobsters.

Apr 26, 08 - 09:16 am Comment from: shen

wow, what is with the non sequitur stupidity from "oh, what, ever"

"they kant perceive reality"

as a philosopher, i find this humorous on many, many levels....

Apr 27, 08 - 01:04 pm Comment from: Cubert

@shen,
"as a philosopher, i find this humorous on many, many levels...."

as a stoner, I find this humorous on many, many levels...."