Cringely Posits Adobe's Purchase by Apple 245
An anonymous reader writes to mention another Robert Cringely piece discussing Apple's future. In his latest article, he lays out some goals for Apple on its quest to desktop dominance. An important link in this chain is Apple's purchase of Adobe Systems. From the article: "Adobe has already made one feint away from Mac development that required personal pressure from Steve Jobs on John Warnock to reverse. If Apple kinda-sorta embraces Windows enough for Adobe to question whether continued development for the native OS X platform is still warranted, well, then Apple WILL just become another Dell, which isn't what Steve Jobs wants. Steve wants Windows applications to run like crazy on his hybrid platform but to look like crap. In his heart of hearts, he'd still like to beat Microsoft on the merits, not just by leveraging some clever loophole. So he needs the top ISVs who are currently writing for OS X to continue writing for OS X, and that especially means Adobe."
Wow. (Score:5, Interesting)
Steve wants Windows applications to run like crazy on his hybrid platform but to look like crap. In his heart of hearts, he'd still like to beat Microsoft on the merits, not just by leveraging some clever loophole.
OS X running Windows apps in ugly gray, thats what he is onto. Its coming.
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"There's no demand for a Windows version..." (Score:5, Interesting)
Apple co-founded Adobe and owned part of Adobe.
This would be the perfect deal. And then the sweet "sorry, we're cancelling Photoshop for Windows since there is no demand for a PC version".
They have done that before too.
We live in interesting times. And I love it.
Re:Wow. (Score:5, Interesting)
Given that Vista isn't due until '07, and most orgs are still running apps from the Win2k days, being able to run Win2k/XP apps w/in a more secure OS would certainly be an attractive offering.
Re:So the logic here is (Score:3, Interesting)
Re:Crap - Reading SJ's Mind (Score:3, Interesting)
And you've read Steve Job's mind on this. That he'd rather have tiny market share than be the biggest PC retailer (remember Apple is a hardware vendor) in the world. Yeah, that's the Steve we know -- thinking small as usual.
Re:Apple desktop market share: 3.1% (Score:2, Interesting)
It may be lower than 5 years ago, but the future is looking quite good...
But would Adobe makes as many Windows sales? (Score:2, Interesting)
A better thesis: (Score:3, Interesting)
Makes more sense than a freaking acquisition.
Re:Revenue vs. Profit (Score:3, Interesting)
Maybe. I have no way of knowing what it costs Adobe to make Mac software, but I would imagine it isn't too high: all of Adobe's Mac products are Carbon/Codewarrior: I think Photoshop CS2 is, essentially, Photoshop 7 tarted up with some new features. Certainly 7 was the last version which could be called a must-have upgrade, and there is very little you can do in CS 2 which you can't do in 7. But this is begining to trend into another thread, which is what I see as Adobe's slow and steady quality decline.
Now, considering that the next versions of Adobe's stuff for the Mac has to be seriously reworked, maybe they are looking at their bottom line and thinking if it's worth it. Were I Adobe I'd be careful, though, as I think that both InDesign and Illustrator are targets for someone who would write a proper OS X app using Apple's CoreImage stuff.
Re:Like 1000 monkeys typing at 1000 keyboards... (Score:2, Interesting)
If you drive around Cupertino, you will see that Apple is renting a massive amount of office space for their workers because they can't fit everyone at Infinite Loop. Most of the new space Apple is buying will be for their existing people, not because they need to fit in a new group of people after a merger.
If anything, Apple announcing the new campus points AGAINST Apple buying adobe. If Apple bought Adobe, Apple would also have access to Adobe's "not nearly full" campus and could house the excess Apple employees there, instead of blowing $700 Mil on the expansion.
Re:Crap - Reading SJ's Mind (Score:2, Interesting)
Ok let's put it this way. Which would you rather be, the largest PC manufacturer with 1 billion annually in profit or the third or fourth largest manufacturer with 6 billion profit annually and the admiration of the media and the general public? I would choose the latter.
Markshare at the expense profit is bad business.
A more likely Scenario than purchasing Adobe (Score:2, Interesting)
A much more likely scenario I see would be for Apple to increase the OS X market share in order to continue to attract software developers. However Apple won't do this with a wholesale licensing plan to all PC vendor, with Apple doing all the driver development as many are calling for. That would be a mess for Apple having to maintain all of the various drivers. It would impact OS X in a negative way.
Rather, Apple will selectively pick two or three PC maker-partners and licenses the OS X security chip technology to them with the caveat that the partner, Dell and Sony are the most likely, would handle their own drivers. That gives Apple three key things - 1) important new distribution channels, 2) a break from the "single vendor" fear that enterprise worries about, and 3) important validation and increased credibility as THE major leader in IT and PC technology.
Normally a hardware vendor would baulk at that, but right now Apple may have just enough traction to make it attractive to some PC makers. After all, Macs are currently own all top 5 spots on Amazon.com for most popular computers and 7 of the top 10 spots. Dell has already expressed interest in selling OS X on Dell hardware. Apple and Sony have a strong and recently renewed relationship.
A "Dell-flavored" or "Sony-flavored" OS X would not be movable to another system from another hardware maker, but that's good for the PC partner because it means that people buy complete systems and peripherals from the partner.
Apple obviously wants more market share -- enough to remain relevant, but I don't see them wanting to be any more than 10 or 12 percent. (Forester projects they will double in market share over the next year or two.) I believe Apple wants to continue to lead innovation, be profitable, and grab a comfortable piece of the Enterprise business to cement their long-term existence. But profit is more important to Apple than market share because profit drives R&D which drives innovation.
I like the color... (Score:3, Interesting)
Re:OT: Troll, Stupid, and Evil Tags are Trolls (Score:3, Interesting)
Tagging is about the benefit for the community, not for your personal benefit.
Apple owned 20% and were first licensee to market (Score:3, Interesting)
The only other licensee that was talked about from the beginning was Linotype and, from memory, relatively obscure companies like DataProducts and QMS were next to market with PostScript printers. That is all a while before Adobe acquired PhotoShop. When we took them on, their only distribution product was typeface (font) packs, but internally developed Illustrator was on the horizon.
Apple sold their 20% a few years down the track quite publicly. That may have had something to do with Apple and M$ getting together on TrueType to undercut PostScript in certain sectors, but I wasn't as closely involved by then.
Guys, Apple is just like Porsche (Score:3, Interesting)
This whole "wants to be the biggest" thing is beyond me, unless it has something to do with Freudian hangups on the part of the commentators. Get over it.