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Enderle: Apple’s Boot Camp allowing Windows on Mac ‘could change PC landscape as we know it’
Thursday, April 06, 2006 - 07:56 AM EST

"One of the big unanswered questions in the market is whether Apple, if they moved to Windows, would be more or less successful. Up until now this has been a hypothetical argument with lots of opinion but very little fact behind it. One thing has been clear and that is Apple, in the PC market, has a market share that over trivializes a company that otherwise has a big footprint in the space," Rob Enderle writes for Technology Pundits. "By enabling Windows XP to run on the Mac, Apple will immediately begin to capture how many people are working, when they are now given a choice, in Windows or the MacOS on Mac hardware. In addition, if, as expected, sales jump sharply this will provide the foundation for more overt Windows support in the future and, possibly even bigger changes at Apple."

The important thing is that this will give Apple real world intelligence on just what those decisions should be and they could include:
• Restructuring, or spinning out, part of the company
• Expanding hardware to address a wider variety of customers and the increasing market share
• Scaling back, eliminating or, enhancing (like changing to the Windows kernel) the MacOS
• Rebuilding a direct corporate sales force to, once again, go after that market


"This is an incredibly gutsy move because a lot of people, both inside and outside, the company will not like some of the decisions that could result... Still, companies thrive on making smart decisions and taking intelligent risks, you don’t do either without good information and this should give Apple the information it needs to transform the company into something vastly more powerful then it is today. While many users may not like this, investors will love it and they, along with the new customers Apple is likely to get, should be ecstatic. One other group should initially like this a lot and that is the large number of Apple users who have had to maintain two machines, one for Windows, and one for the MacOS. Now they only need one and they should like that a lot," Enderle writes.

Full article here.

MacDailyNews Take: Why Enderle is currently in love (see related article below: "Enderle: What if Microsoft bought Apple?") with the idea of replacing Mac OS X's sound foundation with the "Windows kernel," he never explains. Perhaps because it makes no real sense. Taking Boot Camp and transforming it into a technology that allows for switching OSes like Mac OS X's Fast User Switching — hit a key, flip the 3-D cube, there's Mac OS X, do it again, there's Windows for times when you have to use it; flipping back and forth with a shared Clipboard, keeping Windows in a protected sandbox within Mac OS X in some fashion — that sounds a lot more appealing to us than wrecking Mac OS X with the "Windows kernel." Even more appealing, of course, would to have a working Darwine supported by Apple that would run Windows-only apps without needing to use Microsoft's Windows at all.

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Related articles:
Apple introduces Boot Camp: public beta software enables Intel-based Macs to run Windows XP - April 05, 2006
Enderle: What if Microsoft bought Apple? - April 03, 2006

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Apr 06, 06 - 08:09 am Comment from: Rex

Here's some video on the boot camp install:

http://media40b.libsyn.com/podcasts/ues/AppleMethod.m4v

Apr 06, 06 - 08:11 am Comment from: Wingsy

Enderle just doesn't get it and I doubt if he ever will. He's so entrenched in the idea that the ONLY purpose of a company is to make tons of money that it's impossible for him to fathom the idea that there is a company whose primary objective is to change the world. It makes money doing it, not by sticking it to the consumer, but by providing a great user experience.

Windows kernal indeed. I would be just as likely to replace the engine in my BMW with a 4-cylinder Yugo.

Apr 06, 06 - 08:12 am Comment from: Dirty Pierre le Punk

Some people would say he's his own worst enemy. He's not while I'm around.

Apr 06, 06 - 08:12 am Comment from: APPL = BUBBLE AGAIN.

Apple's stock was clearly headed towards $50, so apple decided they had to do something to stop its slide and they spreaded the iphone news which brought the stock back near $63, ( this happened last week, the stock was sliding down and down it probably went below $58 before the iphone rumors )

and then stock started sliding again after a couple of days, so Apple decided they wont want for the earnings report and just release something new to keep the stock from sliding under $60 again. thats when the bootcamp news came.

right now stock is so high because they made this news looking like a huge news, its all over the media and routers even wrote an article saying ' millions could switch to apple ' ..

some maybe but millions? i dont see that happening. this is not an ipod, and it is not something that people actually " need " in order to check e-mail and surf the web because they already own a $500 DELL laptop and they love their Dell's.

my suspicion is that, apple feels the need to keep its stock as high as possible so that when the bad news arrive about lack of mac sales, the stock can only go down so much. ( 10-20% ) and that still keeps the company a near the 50billion dollar worth.

If Mac sales were that good, why would they put those ugly ipod hi-fi ads on their main page? ( and expensive mac minis )

The prime reason why amazon's toplist have apple imacs is due to the fact that Dells are cheaper directly from Dell.com web site so people are not buying them from Amazon. and macs are cheaper on amazon than they are on apple.com, so people are buying them from amazon.

imagine what would happen to Apple's stock if Mac sales were not good in the first quarter and imagine if iPhone problems rumors is true and apple fails to introduce iphone within the next 2-3 weeks, all that can be expected is another slide in apple's stock. because the stock was on a roll ( in terms of sliding down and down before all these rumors and news ), the stock is pumped up with rumors right now, not actual facts.

Apr 06, 06 - 08:13 am Comment from: Wingsy

(I really do know how to spell kernel.)

Apr 06, 06 - 08:23 am Comment from: microsoftie

Yeah sure, turning to the Windows Kernel. If you read the comments from several MS developers on Vista on http://minimsft.blogspot.com/ you will find that the Windows Kernel is _the_ cancer in the developments efforts for Vista: - because it's the NT-kernel. As someone put's it: "Microsoft continues to build within the NT kernel monster which needed to end with XP". A lot of devs are suggesting to change to a *Nix-kernel (like OsX).

Enderle wrote last time he spent a lot reading this blog; - guess he read it the way he does analysis: without thought and with his eyes on the money from MS.

Apr 06, 06 - 08:23 am Comment from: Macaday

What utter nonsense about Apppe manipulating the stock. If ever there was a company less interested in doing that its Apple. Apple has far too many good products, good software and not least good ideas that this would be the last thing they will worry about. There is over $8bn in cash for heavens sakes and I doubt many Apple directors are going to be rushing to cash in their stock... What a silly post. Should have saved your effort..

Apr 06, 06 - 08:25 am Comment from: yasir

I know a hellova lot of people who love the look of macs but are too scared to try OS X. As stupid as they may be wink , this is a good thing

Apr 06, 06 - 08:28 am Comment from: microsoftie

O yeah, the Windows-kernel (NT-kernel) dates back to the mid 1980's. Just like the BIOS. Like Apple's website says: "Sadly, Windows XP, and even the upcoming Vista, are stuck in the 1980s with old-fashioned BIOS." They shoud just add that the kernel is just as old-fashioned.

.... not that Enderle would ever notice such an important detail... or understand....

Apr 06, 06 - 08:37 am Comment from: Laura

When should i sell my Apple shares?

Apr 06, 06 - 08:37 am Comment from: Follower

Yep, those Mac sales are doing awful all right.

Apr 06, 06 - 08:37 am Comment from: Macademia Nut

Apple's virtualization of Windows will be better than what you are seeing now. It will be very similar to how OS 9 is supported, except the emulation part.

You can have Windows windows (that's duh!) and OS X windows on the same screen. You will be able to tell the difference between the two because of the theme! (if you set the theme to be the same, everything will look like OS X, except that some windows will use Windows OS, others would use OS X as OS).

When you minimize a window using Windows, it will go into dock similar to what we have on OS X. smile

Wait and watch.

Apr 06, 06 - 08:38 am Comment from: Da Vinci

Enderle is sooooooo 90's

Leo

Rumour... Apple to sell HP/Sony/ShittyPC with OS9....

Leo

Apr 06, 06 - 08:38 am Comment from: M.X.N.T.4.1

Currently I'm using a powerbook as my main home machine, however when I upgrade to an intel i'm getting an iMac (more screen for my buck) and I'll keep my PB as a second (third in the house) machine. However when they release the intel iBooks I would be severely tempted to get one, sell my PB and use it at work. I would prefer some sort of virtual machine solution so I could use OSX in tandem with my one windows only app, but an iBook which I could use in both environments would be tempting (MacBook Pro is too expensive to justify).

The interesting thing is that this probably didn't cost Apple too much to develop and lets say they sell 50,000 extra iMacs - that's about $65m (@$1300) - which is nothing to be sniffed at. I don't see a massive influx of new Mac owners but in time it could really change things. If people buy one but then go back to windows pc's next time then fine, they've still earnt out of them at least once. If they stick with it then apple basically have a revenue stream for a long time as Apple users, as we know are loyal.

Apr 06, 06 - 08:41 am Comment from: Caruso

"Boot Camp" is all about hardware. Apple is trivializing Microsloth and forcing the decision to be about the hardware rather than the OS. This is a consumer decision that is no decision as prices continue to equalize between the makers.

To achieve a 50% market share, Apple has to do three things:

1. Continue to make incredibly stylish, usable, slick computers.
2. Offer those computers at prices somewhere around comparable systems from Dell, HP, etc.
3. Make switching OS a matter of a rotating cube on your desktop.

#3 is everything because right now, Boot Camp is for Level 3 geeks while most of the world wants to check email. Enderle wants to focus on Microsloth, but as usual, he is clueless. It is NOT about them. Apple consumes them by trivializing them. Microsloth Windows becomes nothing more than one choice when OSX, Windows, Linux, and whatever is a button press and a rotating cube away. Step #4 is multiple OS's running under a single "Finder" (built by Apple of course) with Windows and Mac apps shown together in a Dock.

Apple wins by redefining the meaning of an operating system, and Microsloth becomes nothing more than a licenser of code to a larger system built by Apple. (Sounds dramatic? What do we think just happened yesterday?) The question is not about WHICH operating system but instead about the software umbrella that can offer that choice and the hardware that runs it. That "umbrella" becomes the new universal OS, and Windows and OSX are just applications. Want to see Apple spend some of that $9 billion? They won't use it to protect OSX....they'll use it to protect the concept and execution of running OSX with other OS's.

Apr 06, 06 - 08:45 am Comment from: Ampar

"allowing Windows on Mac 'could change PC landscape as we know it"

Yeah sure, but what about the PC portrait?

Next up on Fox, "When Animals Attack Tech. Pundits."
Viewer discretion is advised.

Apr 06, 06 - 08:49 am Comment from: jay

Somebody please make a note of my prediction and please, PLEASE, be in a position to throw it back at me at the end of the year, showing me what a moron I was:

I say this as a Apple OS buyer as long at a version is for sale, but when all is said and done, at the end of 2007, the AVERAGE(not MDN types)computer buyer will still be buying MS boxes in about the same percentages as now, at best slightly less.

For the average person this is as meaningless as some new gizmo on a farm havester for non-farmers. I LOVE the concept, as I am one who keeps a Celeron box around. But this will NOT change the computing landscape. Dell will continue, MS will continue, the sun will still rise every day.

As wonderful as Apple is, this, for the vast majority of people, means absolutely nothing.

Apr 06, 06 - 08:51 am Comment from: Jeffrey

re:APPL=Bubble

All I have to say is that you must live in a Red state. Your whole arguement about the stock bubble is redundant at best. Stocks in general go up and down. That's as simple of a concept as water is wet. Wait and see what Dell stock does in the next year. I can predict that it will be in the toliet, why you ask? Because anyway that you look at it, Apple has the best hardware on the market. Look at the cost of an Mac Mini v. a Dull desktop? Dollar for dollar a Mac Mini blows anything Dull makes away. Just to match the performance you'd have to spend three times as much money. Now that Apple can run Windows; Dell, HP, Gateway etc.... better give up the ghost. Sorry but it's the truth. Your post just sounds like someone who bought AAPL while it was at it's highest and you haven't made your money back. But please don't blame us or Apple if you did that, blame your on-line broker.

Apr 06, 06 - 08:54 am Comment from: MacMania

MDN, why do you continue to quote this guy? Sick joke or payola?

raspberry

Apr 06, 06 - 09:07 am Comment from: tatle

The beauty of this strategy is that it will put Apple hardware on the bidders list for just about any corporate bid for hardware worldwide, and thus could significantly grow Apple's volume.

After people realize that Vista will only be a silly looking copy of Mac OS X 10.4, and an unstable one too, a lot of users will want to try the real thing now that they've got the hardware.

In the long run this will have the clone makers to beg Apple to license OS X.

Apr 06, 06 - 09:09 am Comment from: mark

APPL=Bubble: You need to take into account that on the week of 24 March, SJ and others sold large chunks of Apple stock in order to cover taxes on the vesting of options. And there's lots of short selling going on. And your other points sound uninformed.

That said, Apple generally introduces products when they are available for sale/download. But like other companies, they do take into account other factors that just happen to affect the stock price. Especially just before/just after their quarter results announcement/conference call. Apple followers know that AAPL always falls after the announcement. smile

Apple has done it both ways: Introduce new products just before the call - then use the call to talk about it and counter any drop in stock price. Or introduce new products just days after the call, which leads to a rebound in the stock price. I don't think you can figure either way to be better than the other.

Apr 06, 06 - 09:13 am Comment from: retired floor trader

LOL @ Apple Bubble Boy.

Your logic skills suck. Go look at the stocks fundamentals and get back to me.

With the advent of online trading, everyone thinks they are a Buffet or a Soros. LOL. You guys have no idea what the inside market looks like.

Apr 06, 06 - 09:23 am Comment from: gypsy

"....Scaling back, eliminating or, enhancing (like changing to the Windows kernel) the MacOS"

Changing to the Windows kernel ? Who in their right mind at Apple would want to ? If Apple wnated to go the way of Microshit and it products, they'd hire Enderle as their salesman. Wait, that would mean he'd be running the company!

Apr 06, 06 - 09:23 am Comment from: Reno

It's called adaptation, other companies will copy apple. Dell wont just sit there and watch.

Apr 06, 06 - 09:33 am Comment from: DudeMac

What would be the point to switch to the NT kernel??... I mean, really?! If Apple was to choose another kernel over Mach, then why not go pure FreeBSD or maybe the Linux kernel, which would make better sense than going with a non Unix kernel!

Apr 06, 06 - 09:38 am Comment from: SWITCH MY S

So you want me to buy a an imac for 2gs and then waste an additional $500 on a new copy of windows xp?

KEEP DREAMING MAC CLOWNS!

Windows vista wont even run on macs its 64 bits

whata waste of 3-4gs for no reason

Apr 06, 06 - 10:04 am Comment from: Think

RE: SWITCH MY S
>So you want me to buy a an imac for 2gs and then waste an additional >$500 on a new copy of windows xp?
>KEEP DREAMING MAC CLOWNS!
>Windows vista wont even run on macs its 64 bits
>whata waste of 3-4gs for no reason

You want to tell what iMac is $2000?
They are $1300. A Mac Mini is $600.

And if you are paying $500 for a copy of Windows XP, I got some ocean front property in Ohio for ya.

Oh, right now, where can I buy that 64 bit copy of Vista?
Vaporware.

Apr 06, 06 - 10:33 am Comment from: whatajerk

Windows Vista isn't here yet dummy

Apr 06, 06 - 10:37 am Comment from: standardmess

Vista is scheduled to come out in 32- and 64-bit versions.

Apr 06, 06 - 10:37 am Comment from: scott

He does realize Window's kernel (if you can call it that), is a bloated, pieced together over 20 years POS. The mach kernel could use a lot of work. See Ars Technica for a comparison of performance between linux and os x...os x's system calls take WAY more time than linux's, hence os x's poor performance in the server arena, namely mySQL. But to say it's worse than Window's kernel...Mr. Enderle, you make me laugh.

If Enderle was talking about applying the OS X foundation on top of a fast linux kernel, then he'd have something to talk about...but let's be honest, there's no way he's that intelligent.

Apr 06, 06 - 10:38 am Comment from: standardmess

Remember, Intel doesn't even *have* a 64-bit consumer chip yet. Only AMD has accomplished this, and Microsoft would not want to sideline one of its biggest partners.

Apr 06, 06 - 10:56 am Comment from: Holy Mackerel

The big winner is EDUCATION. This is a great computer for computer labs and student laptops.

The second place goes to the thousands of us who are required to use a PC at home to connect to the work VPN and Exchange server to access documents, yet we really refer a Mac.

Third place goes to the accounts departments of Mac-based companies. They're always the embarrasing area that Macs cannot infiltrate. Now the Mac support teams can take over that final bastion, even if some machines are always booting Windows. The point is flexibility - support can choose the same machine to be always-Mac, always-Win or a combination.

MW: 'Ball' - Apple is on it!

Apr 06, 06 - 11:07 am Comment from: Jim - the independent voter

Think.... just got my 20"imac intel core duo yesterday. Bought it with the educational discount.

With applecare, wireless keyboard and mouse, and 2g of ram from memorytogo.com it came to $2300+...

Just buying it straight, with no improvements would have brought it to $1990 after taxes.

Switch My S may be wrong about the release of vista, but he's right on about the cost of owning a mac.

Apr 06, 06 - 11:08 am Comment from: Rob Enderle

Let's remember who our friend Rob Enderle is for a second. This is the guy who said that Tiger was a ripoff of Longhorn, that Microsoft wrote the original MacOS, and that Linux users are terrorists.

Please stop linking to this asshole.

Apr 06, 06 - 11:11 am Comment from: Jooop

I forgot about that one! Classic!

Rob Enderle calling Linux users terrorists.

Apr 06, 06 - 11:39 am Comment from: Chris

Apple drop Mac OS for Windows? That is completely insane and anyone who thinks it's not insane has clearly been unconscious for the past 30 years.

Magic Word = Products. Apple's products are clearly superior, why would I trade in my Ferarri for a Yugo?

Apr 06, 06 - 11:44 am Comment from: Bartsimpsonhead

Didn't he just sell his Mac Mini?

Or was that Thurrott?

Either way, I forsee they'll be buying a Mac in the very near future...



MDN word: Money - it's a gas. I'm all right Bill, coz I'm about to smoke your ass...

Apr 06, 06 - 11:57 am Comment from: Drunk Cheney

Anyone that thinks Steve Jobs has enought respect for Microsoft Windows hack to replace any part of OS X is out of their mind.

I YOU think Windows XP is bad - consider what Steve Jobs must think about it.

It is a necessary evil that will be delt with. That is all Apple is doing.



MDN MW - Systems

Apr 06, 06 - 12:06 pm Comment from: Think

Anyone can go buy the more expensive version of any product.
But when people wine that Macs are expensive and use a cost from the middle or high end product, plus load it up with extras, I have a problem with that.
It does not reflect the true cost to "enter" the Mac world. I can go buy the entry level iMac for $1299 or a Mac Mini for $599 if I got a keyboard and monitor already. (Many people do)

I got nothing against buying the faster or more feature laden product, but when "Switch My S" implies that you gotta spend $2000 to get an iMac and then says "whata waste of 3-4gs", what the price just jumped another $1000 to $2000 more? What the hell is that?

Simple. You want to try this Boot Camp thing, $599 gets you a Mac Mini. If you got an existing PC, use the keyboard and monitor.

For the geeks, you technically already own a license of Windows XP on that PC. You just need to get the Media to install it.

Apr 06, 06 - 12:13 pm Comment from: jackspratt

why am i currently in love with the idea of replacing Enderle with a tin of potted meat?

Apr 06, 06 - 01:43 pm Comment from: botox

If Enderle has any sense at all, he will realize that M$ should contract Apple to write Vista. that way, M$ will have a much better OS to sell! Instead, Rob Enderle just keep dreaming about Paris Hilton! Sad!!!

Apr 06, 06 - 02:06 pm Comment from: charlie

Jim - the independent voter:

'Switch My S' is wrong about Macs and pricing. You're talking about a 20inch iMac with 2GB of RAM and wireless keyboard/mouse, which I'd suggest is very unrepresentative of the majority of - out of the box - pc purchases.

So with that in mind, buying a 17inch iMac - straight out of the box - comes to $1299 [before tax], which I'm sure you know. For that you get 512MB RAM/160GB HD, dual-layer DVD SuperDrive, built-in iSight camera, built-in Airport Extreme & Bluetooth/keyboard/mighty mouse. Adding Applecare takes that to $1468. Add to that the excellent - FREE - software we all love and use: iPhoto/iDVD/iMovie HD/iTunes/iChat AV/iSync/Address Book/Mail/iCal/Automator/Spotlight/Font Book... and oh yeah, OS X.

Can you name me any PC from Dell/HP/Lenovo that comes close - straight out of the box for that price. We're talking TCO here! Yes, I can certainly buy myself a Dell Dimension E510 with a 15inch flat screen [described as a 'multimedia pc' - with XP Professional] for a bargain $798 [after a mail in 20% rebate]. Highlights: 512MB RAM; 80GB SATA HD. And remembering that pc purchasers also have to pay tax, and is added to that figure.

Here's what the Dell doesn't have...
There is NO: wireless, bluetooth, dual-layer DVD burner or software, no built-in webcam and of course no Calendar software or Address Book, no syncing software, no spotlight, automator, movie creation software or font management software.

Exactly what kind of 'multimedia' sleight of hand is this? It comes with virtually no software, an inadequate-sized hard disk for multimedia applications, only a 15inch analogue flat screen... almost everything you'd want in multimedia is extra, including the PC-cillin Internet Security package [$79 for 24 months].

It is a joke. TCO is what wise purchasers take into consideration. They should be asking, "what do I want this computer to do"... and price out accordingly.

I'm happy that Macs TCO fairs extremely favourably with PCs. And at the end of the day, none of the cost comparisons, 'my d*ck is bigger than your d*ck' mentality can factor in the intangible user experience of using OS X as opposed to XP. And the well-documented productivity boost Mac users experience compared to users on PCs. And I know, I use both.

Apr 06, 06 - 02:44 pm Comment from: leodavinci

Apple didn't release BC just to appease a small percenatge of PC/Mac geekoids who want to play with Windows on a Mac.

Boot Camp is a public beta and just the first step in getting Macs to replace the PCs in such environments by overcoming the objections of the IT crowd who have been pushing for a single (meaning PC) platform since the stone age.

Despite what a lot of people think (from posts read here and elsewhere), dual platform set-ups are very common. And, in such environments, the Macs and PCs tend to be evenly matched hardware-wise, so the price differential is really moot or even shifts to the Mac's favor.

IMHO, the dual platform environment will be a big market for the next version of OS X, which will supposedly have BC features built-in.


Sometime in the not too distant future:
Tech knowledgeable CEO to IT dept head: "You still want to set up a single platform in the graphics dept?"

IT head (getting warm fuzzies thinking about tossing out Macs): "You bet! When do I start, and BTW what should I do with the old Macs?"

CEO: "Tomorrow, and what do mean 'What should you do with the old Macs?' Keep them. You're getting rid of the _______. I just read Mossberg's column, and we're getting new Macs that can also run Windows."

IT head (as eyes glaze over and blood starts streaming from his ears):
"Mrfpglps." (then turns and walks out of CEO office)

Apr 06, 06 - 02:49 pm Comment from: leodavinci

Correction. I meant to say:

Boot Camp is a public beta and just the first step in getting Macs to replace the PCs in "dual platform" environments by...

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