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OK?

Nobody argues otherwise. The question is how important this is for the average PC buyer. Declining sales indicate that it is probably not that big of a deal for most people.

Again, I did not say PCIe is going to go away. I said I expect user-accessible PCIe to gradually disappear over the next five to ten years.

I'd honestly expect the complete opposite. PCIe would likely be replaced by something new before ever seeing user-accessible PCIe disappearing. Out of every feature on a gaming rig, editing rig, grading rig, etc., user-accessible PCIe is probably the most important. It's still one of the biggest downfalls of the nMP. The willingness of gamers to throw money at every new iteration of GPU should be evidence enough of its market duration. It's like the iPhone - no matter how small the changes, a large percentage of the target audience still buys every new iteration. Until that stops, you're not going to see much change in these terms.

For a 5 year timeframe, I'd bet money PCIe goes virtually unchanged. 10 years? Just an educated guess, but it will probably be about as prominent as it is today if nothing new and as easily accessible enters the market.
 

it's actually a terrible analysis. despite all the detail presented, the conclusions are just speculation and opinion. mostly what does is apologize for the current state of the Macintosh line. and most of what is stated as justification could be swung 180 degrees to draw an equally supported position.

but most of what it does is repeat the same tired claim I've seen over and over. that somehow, as Apple get's bigger, it can't be expected to maintain a wide product line. what is that? they sell so many iPhones, they don't have the time or resources to dedicate to other products?
 
Most Pathetic Apologetic article from a fanboy biased (not to said commissioned at cupertino) 'analyst'.

facts:

1 even the slowest sales mac paids its development cost many times.
2 such 'long updates cycles' generate expectation and protects the value of the user's hardware are the most ridiculous argument I've read even a 1yr marketing student can rebut this olympic lie.
3 no mention to the toxic partnership with AMD, main cause Apple Mac delays.

pathetic
 
but most of what it does is repeat the same tired claim I've seen over and over. that somehow, as Apple get's bigger, it can't be expected to maintain a wide product line. what is that? they sell so many iPhones, they don't have the time or resources to dedicate to other products?

As silly as it sounds, it is somewhat true. Ben Thompson has written some interesting and insightful commentary on Apple's organizational structure on his Stratechery website.

Apple is a Functional Organization as opposed to a Divisional Organization. In an FO leadership (both at the CEO and VP level like Engineering, Marketing and Finance) is siloed and products cut across them whereas in a DO each product has it's own silo with it's own resources. So there is no "Mac Division" that runs their own show - instead it is just another product matrix that draws from the same resource pool as all the others. And Mac is either #3 or #4 in that matrix based on how well the iPad is doing (and well behind iPhone and falling further behind Services). So when it comes to resources and attention, it's not going to get anywhere near as much as it would if Apple was organized along Divisional lines.
 
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How many times do we need to remind ourselves that mac Pro division had been disbanded?

If Apple was organized along a divisional basis, it is very likely the Mac Pro group would have been disbanded due to poor RoI even if they had updated on a regular basis with new Xeons and AMD GPUs.
 
Apple is a Functional Organization as opposed to a Divisional Organization. In an FO leadership (both at the CEO and VP level like Engineering, Marketing and Finance) is siloed and products cut across them whereas in a DO each product has it's own silo with it's own resources. So there is no "Mac Division" that runs their own show - instead it is just another product matrix that draws from the same resource pool as all the others.

If Apple wants to be involved with iPhones, iPads, music streaming, TV content, cars, etc. some siloing is necessary simply due to the cognitive limits of managers and limited overlap between products. Some product lines are already fully under one executive (e.g., music streaming & TV content). It is probably precisely due to these limitations that Apple's strategy seems to moved towards something that could be unified across many product categories: being the user interface to information. So it seems Apple is moving away from being the pro tool to create content and to being the tool with which it is easy to access content created by others.


And Mac is either #3 or #4 in that matrix based on how well the iPad is doing (and well behind iPhone and falling further behind Services).

Correct to the extent that sales declining for four years straight and falling behind the Mac can be considered "doing well"... Mac is currently #2 after iPhone and ahead of both services & iPad, though with services growing fast they'll probably bypass Mac soon (iPad won't probably ever again):
https://www.statista.com/statistics/382260/segments-share-revenue-of-apple/
 
it is very likely the Mac Pro group would have been disbanded due to poor RoI even...

The Mac Pro isn't any product, its an Ecosystem enabler, its the Mac on where developers (either content/applications) materialize products for the entire Apple ecosystem, specially the iPhone, even losing money Apple should be committed to provide the best and latest Hardware to its PRO DEVELOPERS, without that the entire ecosystem pays the bills.

Apple MISMANAGEMENT About the MAC is TRAGIC, ONLY WORST WAS CARLY FIORINA AT HP AND HEINS at RIM (while seems Cook comes from same thinking school).
 
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I think rumors about Apple not caring about Mac Professional offerings are overblown.

That is all I can say right now about this. Keep having open mind, about what you see, in upcoming years.
 
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