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June 24, 2003

Moore's Treadmill

Apple announced its new G5 today. Big whoop!

The big deal about the G5 is that it's a 64bit chip built by IBM that will run at some obscenely high clock speed. If you can't guess, I'm not particularly impressed. In fact, I think the greatest thing that could happen to increase Apple's influence on the market would be for them to get off Moore's Treadmill and put that fabulous OS of theirs on cheap hardware.

So let me start the meme. Moore's Treadmill is the narrow view by the computing industry that faster chips is always better. So long as the economics are working and people keep upgrading their old machines, the Treadmill works. You could say that in the 60s and 70s, Detroit was on an equivalent treadmill for engines. The car was essentially the engine. The more the horsepower, the more attractive the car. So they thought. Of all the companies to be stuck on Moore's Treadmill, Apple provides the most irony because their marketing has always focused on usability. So it is this contradiction that strikes me as Steve Jobs announces 64bit computing.

I believe that with Jaguar, Apple has proven itself to be a great competitor to the Linux desktop. It's even fair to say that the Linux desktop won't happen in any consumer markets, and certainly not in the corporate sphere because of Apple, at least not until blade workstations become mainstream. But as long as the Mac OS is limited to Mac hardware, Linux will continue to be strong.

I don't have anything against Linux. Quite the contrary. But a Linux desktop makes no sense in corporate IT right now. Its too costly to maintain, not because of the software itself, but because of the cost of tech support for network guys. Imagine retooling the helpdesks of the Fortune 500. This is the hidden cost of the Linux desktop in business. Enabling end-user support for Linux desktops would require a substantial investment in retooling a big workforce. When blade desktops come around and PC support can be handled as nicely as some internet cafes are, that will be a different story. But today when it means a box on a desk, Linux is out of the question.

The Mac could swing the corporate desktop, and probably would have by now if they hadn't killed Power Computing, the hardware clone out of Austin. Certainly the same Dell folks who commoditized the PC and slammed manufacturing costs would have bled some influence over there. Clearly Apple revoked the Power license because Power undersold the Macs in retail. But that same low price combined with the fabulous thing the Microsoft Office Suite has become for Mac could have made a big dent in corporate business. I'm not fantasizing however. As quiet as it's kept, Microsoft wasn't the only vendor hostile to Java. There are a lot of reasons Apple hasn't gone corporate.

At home and for geeks, that's a different story. There are plenty of reasons to run OS X at home for geeks and non-geeks alike. But speaking from the geek side of the equation, the single computer home is a thing of the past. Moore's law looks very good when it applies to the reselling market. Perfectly good Pentium 3 machines can be had for $150. I've got such a Dell at my house. A revolution could be afoot if I can think about buying a machine for each of my kids at that pricepoint. Wouldn't it be nice if I could manage all of that home networking under the Apple paradigm? Yes, without question. The problem is that I have to shell out megabucks for Macs. So Apple is out of the question.

I am accustomed to Apple doing the wrong thing. It doesn't affect me half as much as it used to. Maybe I'm growing up. Yet I still admire their style, nerve and quite frankly their hardware. But it's really the OS I want. Too bad it's stuck on the treadmill.

Posted by mbowen at June 24, 2003 06:21 PM

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