Be Inc. founder and former Apple employee Jean-Louis Gasse weighs in with his take on the recent announcement by Intel on the 3-D transistor technology as well as rumors that Apple might switch to ARM. Gasse spells out Intel's complete absence in the mobile market and how the 3-D transistor technology is supposed to address that, though he isn't particularly optimistic just based on the announcements alone:
Well have to wait a year to see how this markitecture translates into actual devices. Wall Street didnt pay much attention. Weve been here before: The product of the announcement is the announcement. (And theres the suspicion that breakthrough revelations are an attempt to mask a lack of spanking new products.)
As for Apple moving to ARM? Gasse simply doesn't see how ARM can fulfill Apple's high end system requirements:
Today, going ARM is technically feasible on entry-level Macs. Tomorrow, newer multicore ARM chips might work for middle-of-the-line Macintosh products. But will Apple abandon the faster x86 processors at the high end just to avoid the kind of forking that awaits Windows in its own move to ARM? If not, well again see Universal applications (a.k.a. fat binariestwo versions inside the same container), just as we did with the PowerPC to x86 transition. Microsoft is doing it because it must; Apple did it because the PowerPC didnt have a future. But now?