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When will Intel unveil a long term strategic plan that brings an end to the close-to-50-year old x86 architecture? Microsoft is at risk too with the constraints of an old x86 architecture. Is ARM the best way forward for the industry? I don’t know. But perhaps the best future is a totally new architecture that provides a bridge from the past to the future. It’s a bit like Boeing always finding a way to upgrade the 50+ year old 737. Time for Boeing and Intel to kill the cash cows and build something new.
I have more to fear from the government than I do from Apple or Google. If Google were to somehow monetize this data, which I would object to, the downside for the individual is minimal. Having the government run a central data base capturing your location and interactions with others is much riskier. They have the power of arrest, confinement and taxation. I do not want any government having Tracking data about me, no matter how good the intention.
Apple’s market share is minuscule. Their overall pricing is higher than PC’s. Overall Apple’s products are of a higher quality, but you pay a premium for that. In a recession price sensitivity increases and I would predict demand for all of Apple’s products, including iPhones, will decrease significantly. The PC world is still dominated by Windows. The growth of cloud services should increase the ability of Apple to sell product in the corporate world, but the price premium may ultimately hinder that.
Saying ARM gives Apple control over the hardware/software stack doesn’t really help me understand the benefits of the switch. If Intel wasn’t missing targets would Apple still be doing this? There’s a bumpy road ahead to make the transition. It will be challenging for users. What about Pro level users? Can ARM work for them? Apple has shown they can integrate ARM processors such as the T2 chip into the existing intel platform. Maybe they should be going after graphics first? Or maybe they want seemless app capability across iOS and MacOS? Or maybe they want just a single OS? Any insights from the experts?