Apple's market share gains from the PC market will evaporate....

http://sanjose.bizjournals.com/sanjose/stories/2008/07/28/daily18.html?ana=yfcpc

The real reason that I bought an iMac and a Macbook is because they were PC Compatible and had a transparent UNIX based architecture. If AAPL goes back to their proprietary architecture, I guarantee that their market share gains from the PC market will erode. In the world of computers, perception translates into sales [and profit margins[, and hence, the bottom-line, and AAPL has been doing very well indeed.

My take: If AAPL's highly popular Macs move back to a proprietary architecture, their market share gains will be gone. In other words, AAPL's stock will languish like it did for two decades before it took off with the iPod. Note that AAPL will still use Intel's CPU. It is the chipset [the chips that allow the CPU to talk to the peripherals] that they are altering......

Bapcha