H
Henry Nettles
http://www.pbs.org/cringely/pulpit/pulpit20050609.html
Very, very interesting. I have no idea if he's right, but a MAJOR
shakeup if he is.
Very, very interesting. I have no idea if he's right, but a MAJOR
shakeup if he is.
http://www.pbs.org/cringely/pulpit/pulpit20050609.html
Very, very interesting. I have no idea if he's right, but a MAJOR
shakeup if he is.
He gets paid for this stuff? Sheeeit.YKhan said:Fanciful, very fanciful.
Yousuf Khan
Aw, c'mon, Yousuf. Live a little! You've got your spiffed-up and nowFanciful, very fanciful.
Apple's market cap is 31 Billion USD. So Intel would have to cough upYKhan said:Fanciful, very fanciful.
Yousuf Khan
Ain't gonna happen, either. Intel might have a contract out on Gates,Apple's market cap is 31 Billion USD. So Intel would have to cough up
40B. And since Intel's PE is lower than AAPL it might not be good for
INTC stock. Also there is the coming up with the 40B. They could make
it a cash and stock deal or an all stock deal and issue another 1.5e9
share to go with the 6B shares already outstanding. Uffda. Lot of
money.
Don't forget that MSFT _DOES_ have a second source of chips - AMD. If"Remember, you read it here first."
Nup. Said it here aready. Payback time for Chairman Bill.
RM
http://www.pbs.org/cringely/pulpit/pulpit20050609.html
Very, very interesting. I have no idea if he's right, but a MAJOR
shakeup if he is.
Robert said:Aw, c'mon, Yousuf. Live a little! You've got your spiffed-up and now
immortal x86 from AMD, and it's mopping the floor with Intel on
performance. Now dream of the outcome we'd *all* like to see.
"just as every network device has its unique MAC address"
MAC address are NOT unique (just unique on a subnet).
Uh no, as Del mentioned, paying between $30-40 Billion for a piece of
the iPod action doesn't seem very financially sane to me.
Don't forget that MSFT _DOES_ have a second source of chips - AMD. If
INTC is perceived by Chairman Bill to really intend to act as
described at the URL above, MSFT may counter by, for instance,
optimizing its code for AMD, leaving INTC even more behind in terms of
performance.
Also MSFT has even greater cash reserves than INTC, and
can use some of it to help AMD increase production.
Besides, IBM may
use the capacity freed by G5 to fab chips for AMD.
And, finally, for
MSFT to acquire AMD outright is even easier than for INTC to buy AAPL
- wouldn't that be fun to see the competition of these 2 after these
mergers? After all, MacOS has only about 3% of the desktop market,
and Windows pretty much the rest, and in servers Mac is a non-entity.
I just don't see Intel going after 3% of the market and risking huge
losses in Windows PC/Servers, so they will have to proceed carefully
as to not ruffle Chairman Bill's feathers.
Tony said:"just as every network device has its unique MAC address"
MAC address are NOT unique (just unique on a subnet).
http://www.pbs.org/cringely/pulpit/pulpit20050609.html
Very, very interesting. I have no idea if he's right, but a MAJOR
shakeup if he is.
Robert said:Agreed. It doesn't make much sense for Intel actually to buy Apple.
I do think Intel and Apple are making much bigger plans than just
having Intel replace IBM as a chip supplier, and that what Intel
brings to this action is not just plant capacity and a notebook chip
but also money.
MAC addresses are unique, barring people changing them of course. Of course your
chances of accidentally changing it to match another devices address on
your subnet are very very small indeed.
Ever heard of Organizationally Unique Identifier?
http://en.wikipedia.org/wiki/OUI
http://standards.ieee.org/regauth/oui/oui.txt
<quote>
For Ethernet use, the OUI is combined with an internally-assigned
24-bit number to form a MAC address.
</quote>
Ethernet MAC addresses are, most definitely, unique.
Agreed. It doesn't make much sense for Intel actually to buy Apple.
I do think Intel and Apple are making much bigger plans than just
having Intel replace IBM as a chip supplier, and that what Intel
brings to this action is not just plant capacity and a notebook chip
but also money.
MAC addresses are unique, barring people changing them of course. Of course your
chances of accidentally changing it to match another devices address on
your subnet are very very small indeed.
Want to reply to this thread or ask your own question?
You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.