Tuesday, June 7, 2005
Rob Enderle's Take on Apple's Intel Switch
Posted by Kent Pribbernow in "NEWS" @ 08:00 AM
"On the PC hardware side… if you’re a company called Osborn, you don’t announce new hardware long before it is available (otherwise, people stop buying what you do have and that can crater hardware sales.) In this case, while some will show up in 2006, most of the high margin products won’t show up until 2007, which will make the second half of 2005 and most of 2006 particularly nasty unless Apple can bring another market winning product in to cover the gap."
This is exactly what I said in one of the recent discussions about Apple. By pre-announcing the move to Intel, a great many Mac customers will hold off buying PowerPC-based systems in anticipation of new Intel-based offerings. The classic "Osborn effect" in play. Exactly what effect this will have on sales of current offerings remains to be seen, but I have a feeling the next twelve months are going to be brutal on Apple. 8O
This is exactly what I said in one of the recent discussions about Apple. By pre-announcing the move to Intel, a great many Mac customers will hold off buying PowerPC-based systems in anticipation of new Intel-based offerings. The classic "Osborn effect" in play. Exactly what effect this will have on sales of current offerings remains to be seen, but I have a feeling the next twelve months are going to be brutal on Apple. 8O
