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No Intel at Macworld

Apple says not to expect Intel at Macworld, in fact don't expect any new computer hardware.  I have contact with someone that works for Apple at a higher level, when asked if they were attending Macworld he said he is not attending this year however they were not told …

TechWB Derek Picone

Context & Ripple Effects

With Macworld weeks away, Apple is telling contacts not to expect Intel-based machines — or any new computer hardware at all — on stage in January. That is a striking signal given sourcing chatter days earlier pointing to a rumored Intel-powered widescreen 13.3-inch iBook replacing the 14.1-inch model early in the year.

The other unresolved thread is branding: speculation has it that Apple would carry Intel's 'Intel Inside' mark on a Mac, something observers find hard to imagine under Steve Jobs. Meanwhile the iPod — again tipped as the hottest holiday gift — is carrying Apple's seasonal momentum while critics press on iTunes-only downloads and inflexible song pricing.

First-order effects

  • Buyers holding out for an Intel Mac get no January catalyst; the PowerPC lineup heads into 2006 unchanged and the rumored 13.3-inch Intel iBook slips past the show.
  • Apple's holiday quarter leans wholly on iPod demand rather than on fresh Mac announcements to drive traffic and headlines.

Second-order effects

  • Developers and peripheral makers who planned around a January Intel debut must keep dual-architecture assumptions alive longer, stretching porting work and inventory decisions into the spring.
  • Windows PC vendors get one more selling season to pitch Intel-badged machines against a Mac line still without the chip — and without the co-branding many doubt Jobs would ever accept.

Third-order effects

  • If Apple keeps decoupling launches from Macworld, the expo drifts from launchpad toward rumor mill, weakening its pull on press and partners and pushing Apple toward controlling its own announcement calendar.
  • The standoff over chips and branding points toward Apple tightening control of its entire stack, silicon included — a structure where supplier identity becomes a negotiation point rather than a given.

The trend: Apple is pulling product timing off the trade-show calendar even as it weighs a processor switch, trading Macworld spectacle for message control.