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Tá rendendo. Mas a teoria é boa o suficiente para justificar esta 4a parte: a Intel tá p*** com a MS não é de hoje. Levou cano no projeto Itanium, chifre da AMD e IBM (Xbox360), e ainda tem que aguentar os frequentes atrasos do Berrante, que afetam diretamente a demanda por hardware mais potente e performático. A paciência da Intel se esgotou:: Ela compra a Apple, libera o Mac e o MacOS em todos contratos OEM que mantém (inclusive com HP, Dell, Lenovo etc) e dá uma bela mordida no mercado da MS. Na verdade, a Intel retoma o domínio do mercado de PCs que um dia deixou escapar para as mãos da MS.

Pirei?? Quase. Mas a teoria aí é do Robert X. Cringely. Se der preguiça de ler seu longo post, saca pelo menos os 'melhores momentos':

"I simply have to conclude that technology has nothing at all to do with this decision. This is simply about business -- BIG business."

"Microsoft comes into this because Intel hates Microsoft. It hasn't always been that way, but in recent years Microsoft has abused its relationship with Intel and used AMD as a cudgel against Intel. Even worse, from Intel's standpoint Microsoft doesn't work hard enough to challenge its hardware. For Intel to keep growing, people have to replace their PCs more often and Microsoft's bloatware strategy just isn't making that happen, especially if they keep delaying Longhorn.

Enter Apple. This isn't a story about Intel gaining another three percent market share at the expense of IBM, it is about Intel taking back control of the desktop from Microsoft.

Intel is fed up with Microsoft. Microsoft has no innovation that drives what Intel must have, which is a use for more processing power. And when they did have one with the Xbox, they went elsewhere.

So Intel buys Apple and works with their OEMs to get products out in the market. The OEMs would love to be able to offer a higher margin product with better reliability than Microsoft. Intel/Apple enters the market just as Microsoft announces yet another delay in their next generation OS. By the way, the new Apple OS for the Intel Architecture has a compatibility mode with Windows (I'm just guessing on this one)."

"This scenario works well for everyone except Microsoft. If Intel was able to own the Mac OS and make it available to all the OEMs, it could break the back of Microsoft. And if they tuned the OS to take advantage of unique features that only Intel had, they would put AMD back in the box, too. Apple could return Intel to its traditional role of being where all the value was in the PC world. And Apple/Intel could easily extend this to the consumer electronics world. How much would it cost Intel to buy Apple? Not much. And if they paid in stock it would cost nothing at all since investors would drive shares through the roof on a huge swell of user enthusiasm.

That's the story as I see it unfolding. Steve Jobs finally beats Bill Gates. And with the sale of Apple to Intel, Steve accepts the position of CEO of the Pixar/Disney/Sony Media Company.

Remember, you read it here first."

E aqui, depois.
Depois dos meus chutes I, II e III.

2 responses to "Intel Inside Part IV"

  1. Não é meu costume passar por aqui, mas quando eu vi a notícia da intel com a apple, lembrei das tuas previsões e vim conferir. Se acertar mais duas muda de profissão pra mãe Diná... hehehe


  2. Opa... mas eu não fui tão longe! E fico satisfeito se a Apple (engolida ou não) papar a Adobe.

    Paulo Vasconcellos

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