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Microsoft's post-PC dilemma couldn't be clearer in Mary Meeker's latest slide show

Microsoft's post-PC dilemma couldn't be clearer in Mary Meeker's latest slide show | cross pond high tech | Scoop.it
FORTUNE -- Kleiner Perkins' Mary ("Queen of the Net") Meeker gave her annual Internet Trends presentation at Stanford University Monday night, and as always her slide deck is a trove of cleverly presented data.

The chart above builds on the work of Asymco's Horace Dediu to show the rise and fall of what for decades seemed the unassailable duopoly of computing: Microsoft (MSFT) Windows running on Intel (INTC) chips. Now it's being rapidly overtaken by mobile devices running Apple's (AAPL) iOS or Google's (GOOG) Android.
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Apple Said to Be Exploring Switch From Intel Chips for the Mac

Apple Said to Be Exploring Switch From Intel Chips for the Mac | cross pond high tech | Scoop.it

While Apple is now committed to Intel in computers and is unlikely to switch in the next few years, some engineers say a shift to its own designs is inevitable as the features of mobile devices and PCs become more similar, two people said. Any change would be a blow to Intel, the world’s largest processor maker, which has already been hurt by a stagnating market for computers running Microsoft Corp. (MSFT)’s Windows software and its failure to gain a foothold in mobile gadgets.


As handheld devices increasingly function like PCs, the engineers working on this project within Apple envision machines that use a common chip design. If Apple Chief Executive Officer Tim Cook wants to offer the consumer of 2017 and beyond a seamless experience on laptops, phones, tablets and televisions, it will be easier to build if all the devices have a consistent underlying chip architecture, according to one of the people.

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Apple = Google + Intel in Capex. For now.

Apple = Google + Intel in Capex. For now. | cross pond high tech | Scoop.it
Apple's capital expenditures for the last year were $8.3 billion, which is significantly above its rivals, as this chart from Horace Dediu at Asymco shows.
Dediu believes Apple's capex is significantly above its peers because Apple is investing in data centers like Google, and process equipment like Intel. As a result, its quarterly spending is closer to Google plus Intel.
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