Remember, this is an OPINION piece, on what I think is likely to happen. Treat is as WAG (Wild-Assed-Guessing) -- but so far I've been pretty close on many of my guesses. It is pretty easy -- just learn all the potential paths, then guess towards the ones that are more reasonable. I also cover a few paths, and mention that Apple is likely to follow one of them, and they usually do.
Q: Is Apple going to make stuff for the Intel market?
There is no doubt that Apple wants to play better with the PC market, in order to expand their business. But not at the sacrifice of everything they have built on the MacOS. Apple does not want to telegraph their punches, and they don't want to scare their customers, so they will be very quiet until release, and even then, probably try to do in a "nichey" way, or one step at a time to not scare off the Mac users. But this does not mean that Apple HAS to offer MacOS X directly on PC platform, or even Rhapsody for Intel. There are many choices.
Q: Why is Apple going to make stuff for the Intel market?
A: Because there is money there.
The PPC is better for many things -- but there are many PC's. Apple wants to bring their ideas to the rest of us -- which includes "them" as well (and make money). But more than that, Apple wants to make it easy for Mac developers to sell to Windows users, so as to encourage as many people as possible to make Mac Apps. Again, that may not mean offering a whole OS.
Q: What are Apple's choices for delivering Intel Products?
Whew, quite a few. Follow this:
So I doubt that #1 will happen. I suspect very strongly that Apple will do #3, whether Microsoft wants it or not. I suspect that something is happening along the lines of #2. But #2 and #3 are not mutually exclusive -- Apple can actually use each effort as insurance against the other failing, and play one side off against the other. But wait, there is more.
Since Carbon and YellowBox are going to likely be merged into one mega-API in the future (with YellowBox being the high-level API, on top of Carbon which is the low-level API), I sometimes refer both "Carbon and YellowBox" as just "Carbon" -- as I believe they will be the same thing. A reader mentioned that they should be called "Diamond" (since Carbon becomes a diamond with heat, time and pressure).
What if Intel is helping Apple, and why?
I bet it is happening. Intel wants EPIC support, and they certainly would love for MacOS X to run to run on their platform (and mean more processor sales). They certainly have to fear migration to MacOS (and PPC) a little -- but it hasn't hurt them in the past, so they are probably not too worried about it -- at least not as worried as they are about other things.
Remember, all the processor clone makers are starting to hurt Intel. With Intel falling on their face with the PentiumII for portables, and maybe being forced by the DOJ to license (or give away) their slot-design, they are not in a good place, and they know it. The best thing they can do to guarantee success is get EPIC out, and make it FAST, and get as much support for it as possible. They know this. They want OS's, and support, so that they can build momentum. If they succeed, they know they have a multiyear lead on all the Processor-Clone makers -- and they NEED that lead. They need that far more than they need to worry about a little market erosion to PPC's. Long term (5 - 10 years), I think they will have a different view of the situation -- but Intel is scared shitless about the next 2-5 years, and for good reason.
Of course there are plenty of others who wouldn't mind working with Apple (I would think). Compaq and Dell probably wouldn't mind getting out from under the "thumb" of Microsoft at all -- and they all want to differentiate themselves from the Competition. So while Carbon on Windows is a great plan, Mac OS X on Intel is not exactly a bad plan either.
What if Microsoft was not against Carbon on Windows?
Remember, that Microsoft is a multifaceted company. It is a hydra -- like IBM, and Apple could possibly play one head off against the other -- or the big head may favor one more than the other. Microsoft already wants to get out from under the DOJ's thumb -- and playing nice, might be just the tool to do it. They also don't mind making more money off the Mac market.
Imagine this -- Apple and Microsoft deal is bigger than people realize. What if that convergence idea I expressed a while back (What if?) is not so far fetched? It doesn't have to happen as MacOS on Windows kernel (on the PPC) -- there are many ways to get to the same destination. So Microsoft agrees to put Carbon API's (libraries) in the package with Windows -- when people install Windows99 (or 00) they are really installing the Carbon Libraries as well. In exchange, Apple would have to do the same -- Win32 API's, or part of them, that would ride on top of MacOS Kernel. Apple could make a boxless RedBox to run all Windows Apps in the Mac UI. Either side would have push button compiles to run on the others platform. Going either way there COULD be emulators as well -- remember, that if the Windows API's were compiled native for the Mac, and many of the cards drivers are native (and some would be), then the emulator would only have to be running for 10% of the code -- an emulator would perform pretty well. Think about that.
There is a small chance that Apple could make a boxless RedBox without Microsoft -- and it would definitely be in Apple's best interests -- but it would be a large effort, and would likely run into legal entanglements. It would be far better if Apple could make a deal.
For Microsoft, they would gain getting out from under the DOJ's thumb (a little). They would gain yanking some control (and value) away from Java -- which they really fear. So the question for them is really who is the bigger threat to Microsoft -- Sun and its allies, or Apple and its allies. I'm betting they fear loss of control to Java far more than playing nice with Apple. Remember, that Microsoft also gets to move Apps back and forth, and make more money cross-selling into other markets. So there is some things to be gained for Microsoft -- the question is do those things outweigh the costs. With Microsoft that latter question would be tough.
What about Carbon elsewhere?
Let's continue to do the logically reasoning. Hmmm... Carbon (MacOS X) runs on Unix. Carbon will get a lot of Apps, just because of the Mac ports -- not to mention OpenStep/YellowBoxes rapid Application Development advantages. Who else has OS's that could benefit from these Apps and these API's? Or more importantly, who else does NOT!?!?!
IBM could certainly use Carbon Apps on their workstations. Sun needs the same stuff as well. Not to mention anyone else. Apple could be the OS for the rest of THEM as well. Again, it would still be in Apple's interests to just port the API's on top of the others OS's -- and let those companies support the hardware level. But it is in IBM's and Sun's interests even more than it is in Apple's. If either of them have a brain, they would make these deals with Apple. After all, they are going to with QuickTime and Java -- so it isn't much of a stretch to do it with Carbon as well.
Don't get me wrong -- I think many corporate leaders are not forward thinkers. They fear change. So it is not a given. With all large-corporations there is a lot of little kingdoms that will fight each other -- and something like this could put one group against the other, but it could happen, and would be in the Corporate interest (over all).
But Apple doesn't want to lose Mac sales?
Apple canceled cloning because 95% of the clones being sold were pirating Apple's sales. Carbon on Windows, or MacOS X on Intel, would be the exact opposite. Every OS sold (or licensed) would be revenue -- or if given away it would at least be free advertising for Apple. Either way it would be a way to encourage more Mac development (which is good for Apple's hardware). There would be surprisingly little extra investment -- I'd guess around 5-10% more development costs, and maybe only 10-20% more testing costs, and for Carbon on Intel the support costs would be near nil.
For those that doubt the testing figure (and think it would be higher), remember, that testing comes in surges. If Apple has to employ those people, then you can do some phased testing -- release on Mac first and Windows later. As soon as one test is winding down, you can roll those poor sods onto the next project and never give them a break. Otherwise there can be some real down time and wasted resources. Costs do go up, but not as much as one might initially think.
I think Apple will choose one path or the other, either MacOS X on Intel, or more likely Carbon on Windows (and everything they can). Not because the resources are too high otherwise, they are not, but because of the marketing confusion it would cause to try to do it all at once. (Users would get confused and think it was crazy). If Apple was going to do both, I think they would stagger it, so one concept came out first (probably the Carbon on Windows), so they could get people used to that idea -- and then phase in the other one (MacOS on Intel) once people are comfortable with the first concept.
My message is not changing much. You can read what I was saying six months or a year ago, and the general concepts are staying the same -- it is just which path to take to get there that is evolving a little. Apple is smart enough to see these goals too -- as are the others. So it isn't like am stating things that people haven't thought of -- so the only question is can Apple pull them off? And if so, pull off which things?
Optimally, Apple would pull ALL these things off. But any one of them could be a big win. Two or more and we will see a whole different industry in 5 years. Apple bought NeXT (and OpenStep) because it just made sense. Well this stuff makes sense too. Of course Apple has sharp thinkers, as do the other companies. There are probably other variants that I haven't thought of as well, and the details can (and will) change -- so it is really left now up to chance, ego's and fear. In this twisted Machiavellian industry (with every side trying to outmaneuver the others, and put a knife in their backs, like some Royal Court) the question is still kinda out there -- there are a lot of twisted plots and subplots, and some people do stupid things for reasons that I haven't thought of. So just because it makes sense, doesn't mean it WILL happen either. But it is sure fun to speculate at what could happen -- and dream about what it would mean to me, and for Apple.
Special thanks to Eric Yang at the Mac Evolution web site, for being a sounding board for this article. If you haven't been to his site, he has some interesting PowerPC information as well as Financial and investor information. In fact, his PowerPC stuff has been somewhat an inspiration for me to finally expand, update, and collect my Processor information into a more complete form.