Apple and Sony Cell chip alliance predicted

[NEXT BOX]

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/newsfinder/pulseone.asp?siteid=mktw&dateid=38398.2164667593-832262873&

[keith]

On Tue, 15 Feb 2005 09:45:00 -0600, NEXT BOX wrote:
Apple and Sony Cell chip alliance predicted

What a maroon! ...well two maroons.

--
Keith

[Humiliating Defeat (!)]

NEXT BOX wrote:
http://www.macworld.co.uk/news/index.cfm?NewsID=10856&Page=1&pagePos=2 Apple and Sony Cell chip alliance predicted

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.
http://www.marketwatch.com/news/newsfinder/pulseone.asp?siteid=mktw&dateid=38398.2164667593-832262873&

--
Texeme
http://texeme.com

[Yousuf Khan]

NEXT BOX wrote: 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.

Pretty much the only place where this processor is going to get the time
of day in a PC world.

Yousuf Khan

[Jeremy Williamson]

SELL!!!!

:)

J


"NEXT BOX" <nextbox@xbox2.net> wrote in message
news:ou6dnWq_B_hlhY_fRVn-pg@comcast.com... 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/newsfinder/pulseone.asp?siteid=mktw&dateid=38398.2164667593-832262873&

[Robert Myers]

On Tue, 15 Feb 2005 23:13:32 -0500, Yousuf Khan <bbbl67@ezrs.com>
wrote:
NEXT BOX wrote: 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.Pretty much the only place where this processor is going to get the timeof day in a PC world.

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

[Bagger Vance]

Robert Myers wrote:
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.

Making money, but not at the scale of a real consumer electronics
company....$250million a quarter? c'mon...
Time to dredge up the early dismissive comments on PC's. Nothing is forever. RM

[Doug Jacobs]

In alt.games.video.sony-playstation2 Yousuf Khan <bbbl67@ezrs.com> wrote:
Pretty much the only place where this processor is going to get the time of day in a PC world.

What, even the PC has Intel, AMD, VIA, and Transmeta. Yes, Intel is the
lion's share of the market...for now.

[Yousuf Khan]

Doug Jacobs wrote: In alt.games.video.sony-playstation2 Yousuf Khan <bbbl67@ezrs.com> wrote:Pretty much the only place where this processor is going to get the timeof day in a PC world. What, even the PC has Intel, AMD, VIA, and Transmeta. Yes, Intel is the lion's share of the market...for now.

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

Yousuf Khan

[Ted Kranz, Baker]

Yousuf Khan wrote:
Doug Jacobs wrote: In alt.games.video.sony-playstation2 Yousuf Khan <bbbl67@ezrs.com> wrote:Pretty much the only place where this processor is going to get the timeof day in a PC world. What, even the PC has Intel, AMD, VIA, and Transmeta. Yes, Intel is the lion's share of the market...for now. All of those processors are x86-compatible, something that the Cell most definite is not. Yousuf Khan

The cell will be as popular as Crusoe...not at all.

--
Texeme
http://texeme.com

[keith]

On Thu, 17 Feb 2005 19:13:07 -0500, Robert Myers wrote:
On Tue, 15 Feb 2005 23:13:32 -0500, Yousuf Khan <bbbl67@ezrs.com> wrote:NEXT BOX wrote: 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.Pretty much the only place where this processor is going to get the timeof day in a PC world. Why are you and Keith so sure of yourselves?

??

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...

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.

Exactly.

--
Keith

[keith]

On Thu, 17 Feb 2005 16:26:23 -0800, Bagger Vance wrote:
Robert Myers wrote: 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. Making money, but not at the scale of a real consumer electronics company....$250million a quarter? c'mon...

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.

--
Keith