I posted this a while a back in an old thread... here it is copy/pasted:
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so... here's my take on the OS X and intel and why it would fail...
First - this is assuming Apple would port OS X to Intel for generic hardware (ie.. Dell, Compaq etc...)
1) Apple makes most of it's money on Hardware. For Q4 2001...
$1,450 million total revenue.
Of that "For Peripherals, SW & Other - $248 million"
so 80% of Apple's revenue is from Hardware.
http://www.google.com/search?q=cach...pdf/q401data_sum.pdf+apple+revenue+2001&hl=en
2) Now... Apple ports to intel... and this would eliminate all classic apps... probably some carbon apps (not sure the details), and would require recompiles of all cocoa apps... So, OS X native recompiled apps ONLY would be available for this platform. No Windows apps, no Classic apps.
If this happens... there are 3 groups of people
a) PC Users - these people who weren't intending to switch anyway. You might win some of them over to OS X Intel... but never to Mac hardware
b) PC Users who intend to switch - these people will certainly go with OS X for intel.
c) Mac users - some will stay with Mac hardware for the design... but a fair number will switch to PC hardware (cheaper).
So, hardware sales will suffer from Apple - and eventually it will be improbable that Apple can support hardware production (ie cost and design will exceed revenue)... so suddenly, Apple will become 1billion in revenue a year company instead of a 6 billion in revenue company...
Can Apple make up for all that revenue and sales with OS X for Intel alone? Maybe.... maybe not... but it's definately not a guarentee...
so why should apple gamble? Apple is profitable _right now_
I see two ways Apple would do this
1) Apple is about to go bankrupt... and as a final push, they'll port to Intel
2) PPC falls way behind or gets discontinued altogether.... then they may come out with a Proprietary x86 Apple machine. Designed just for that one model... not for Dell,compaq etc...
arn