#Conspiracies
27-Dec-94 22:08:26
Sb: #179831-#Conspiracies
Fm: Andrew Carol 71350,3646
To: J Saperstein/FontBank 75300,632
>Interesting point, Andrew. But I think it should also be remembered that
>they weren't provided a path with built-in backward compatibility ala the
>Intel 08x series.
I think their 68K emulation went well enough to ensure backward compatibility.
And don't forget, Intel will put their people through some kind of
change with P7. We have no idea how they plan on it. It will either
cost $ for extra circuits to make 80×86 work, or they will emulate.
But they will be forced to emulate a P6 where expectations will be
much higher than today.
> PPC devices are not gaining new marketshare, but rather selling into
> the existing Mac market (and there's nothing wrong with that: at least
> Macintosh owners do seem to buy newer models of the product). Apple's
> overall market share continues to decline – and that is not a good
> sign. New Mac adherents are not being made in the numbers required.
I think this is a flawed argument. PPC is doing very well in places where Macs
were previously not welcome.
And "marketshare" means nothing when the market is growing as fast as
it is. Sales mean everything. Each quarter their number of
computers sold has increased very nicely. That represents attracted
customers. There are enough buyers to support many companies. Apple
knows they will never dominate, but that there is a very large
"niche" for their style of computer. Just as many won't use an Apple
for one reason or another, there are those who feel the other way.
There are many companies in many industrys who would _LOVE_ to own
8-14% of a market, with increasing sales each quarter.
You comment that you have a Pentium 90 which is much cheaper than an
similar PowerMac. What brand? Are you talking Gateway 2000 or
Compaq/IBM? I would bet that the Macs are not radicilly higher in
price than the big name brand PCs. People love to compare the
cheaper clones against the Mac, yet never mention that you can get a
66Mhz PowerMac (7100) for _hundreds_ less than a high end 486 from
IBM. IBM charges so much for their name brand, yet I never hear
people saying they are going to lose. There are "layers" to every
market. Different brands offer features that different segments of
the market look for.
I will also assert that at the low end, I can get a PowerMac for at
least $300 less than a similar Pentium. I can buy a 60Mhz PowerMac
for $1,200 today (monitor sep), or complete system with bundled
software for under $1,500.
Put another way, they are selling as fast as Apple can make them.
They must be doing something right. Either way, no matter what we
think, the market will decide. The quarter ends this week. We
should see the first numbers in two or three weeks.