Apple and Sony Cell chip alliance predicted

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http://www.macworld.co.uk/news/index.cfm?NewsID=10856&Page=1&pagePos=2

Apple and Sony Cell chip alliance predicted
By Jonny Evans


Apple may use the new Cell processor, according to Merrill Lynch.


Analysts from the firm this morning raised their 12-month estimates on
Apple to $102 per share (from $85). They did so because the analysts think
Apple may announce a partnership with Sony, and may begin shipping products
based on the Sony, IBM, Toshiba-developed Cell processor.


CBS MarketWatch reports Merrill's prediction that such a partnership
could be an iTunes-type movie store, a high-performance Apple/Sony video
editing workstation or even a network ready TV.


If it happened, such a move would "put Apple at the heart of the HD
and digital consumer revolution", the analysts said.


Rumours of a strengthened relationship with Sony have been rife since
the surprise appearance of that company's president Kunitake Ando with Apple
CEO Steve Jobs during the latter's Macworld San Francisco keynote speech.


Ostensibly there to help stress Jobs' keynote focus on High Definition
video, Ando raised laughter when he noted that Jobs likes Sony products, but
not all Sony products in a reference to iTunes and Sony Connect.


Apple CEO Steve Jobs is understood to have proposed an alliance with
Sony regarding iTunes - an alliance Sony then spurned.


Apple's Jobs has always expressed respect for Sony as a company.






http://www.marketwatch.com/news/new...iteid=mktw&dateid=38398.2164667593-832262873&
 
NEXT said:
http://www.macworld.co.uk/news/index.cfm?NewsID=10856&Page=1&pagePos=2

Apple and Sony Cell chip alliance predicted
Click to expand...

Ok.

So that explains the price rise in AAPL.

Sony is planning to buy them.


By Jonny Evans


Apple may use the new Cell processor, according to Merrill Lynch.


Analysts from the firm this morning raised their 12-month estimates
on
Apple to $102 per share (from $85). They did so because the analysts think
Apple may announce a partnership with Sony, and may begin shipping
products based on the Sony, IBM, Toshiba-developed Cell processor.


CBS MarketWatch reports Merrill's prediction that such a partnership
could be an iTunes-type movie store, a high-performance Apple/Sony video
editing workstation or even a network ready TV.


If it happened, such a move would "put Apple at the heart of the HD
and digital consumer revolution", the analysts said.


Rumours of a strengthened relationship with Sony have been rife
since
the surprise appearance of that company's president Kunitake Ando with
Apple CEO Steve Jobs during the latter's Macworld San Francisco keynote
speech.


Ostensibly there to help stress Jobs' keynote focus on High
Definition
video, Ando raised laughter when he noted that Jobs likes Sony products,
but not all Sony products in a reference to iTunes and Sony Connect.


Apple CEO Steve Jobs is understood to have proposed an alliance with
Sony regarding iTunes - an alliance Sony then spurned.


Apple's Jobs has always expressed respect for Sony as a company.
Click to expand...
http://www.marketwatch.com/news/new...iteid=mktw&dateid=38398.2164667593-832262873&
 
Pretty much the only place where this processor is going to get the time
of day in a PC world.
Click to expand...

Why are you and Keith so sure of yourselves?

If you're saying that Cell isn't going to make a mark in x86 boxes,
that's a tautology...

The fact that Apple already uses Power and Cell is genetically related
to Power? Not particularly important, I think...

The fact that Apple has been making a money in consumer electronics
when everybody else has been treading water and that Cell could
revolutionize consumer electronics... That's what counts.

Time to dredge up the early dismissive comments on PC's. Nothing is
forever.

RM
 
Robert said:
The fact that Apple has been making a money in consumer electronics
when everybody else has been treading water and that Cell could
revolutionize consumer electronics... That's what counts.
Click to expand...

Making money, but not at the scale of a real consumer electronics
company....$250million a quarter? c'mon...
 
In alt.games.video.sony-playstation2 Yousuf Khan said:
Pretty much the only place where this processor is going to get the time
of day in a PC world.
Click to expand...

What, even the PC has Intel, AMD, VIA, and Transmeta. Yes, Intel is the
lion's share of the market...for now.
 
Doug said:
What, even the PC has Intel, AMD, VIA, and Transmeta. Yes, Intel is the
lion's share of the market...for now.
Click to expand...

All of those processors are x86-compatible, something that the Cell most
definite is not.

Yousuf Khan
 
Yousuf said:
All of those processors are x86-compatible, something that the Cell most
definite is not.

Yousuf Khan
Click to expand...

The cell will be as popular as Crusoe...not at all.
 
Why are you and Keith so sure of yourselves?
Click to expand...

??

I am not sure what you're accusing me of here. I don't agree with
much of what Yousuf has written here.
If you're saying that Cell isn't going to make a mark in x86 boxes,
that's a tautology...
Sure.

The fact that Apple already uses Power and Cell is genetically related
to Power? Not particularly important, I think...
Click to expand...

s/Power/PowerPC/ and I agree somewhat.
The fact that Apple has been making a money in consumer electronics
when everybody else has been treading water and that Cell could
revolutionize consumer electronics... That's what counts.

Time to dredge up the early dismissive comments on PC's. Nothing is
forever.
Click to expand...

Exactly.
 
Making money, but not at the scale of a real consumer electronics
company....$250million a quarter? c'mon...
Click to expand...

I'm not sure where you get your information ($250M/qtr doesn't compute).

Apple (2004) made $276M in income (on $8.28B in revenue), up from $69M
income in 2003 (on $6.2B revenue), a 4x improvement. That's certainly not
back to where they were in '00 ($768M on $7.98B), but not too shabby for
an "unreal" company and certainly moving in the right direction. As
ooposed to, say, HP with a whopping $19M income (on $21.2B revenue) from
its Personal Systems Group (2003). Add in HP's "Enterprise Systems" ($54M
loss on $15.4B) and AAPL isn't looking so bad for an "unreal" company. Of
course, Carly no longer has a job, and Steve does.
 
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