Thanks Luca. Good points.
Regarding how this could help Apple: I think that it could open the way for greater partnership between Apple and IBM. IBM had their hands in both sides of the personal computer market. Now they are taking their hands, for the most part, out of the Wintel/PC side. This could free up development attention for the other side. While this does not mean that IBM will start concentrating solely on Apple; far from it: IBM has a lot of things on the go, and work with Apple is, I imagine, only a small part of their strategy overall. But whatever that strategy is, I have to think that they will now feel less beholden to the Wintel world - both in corporate psychology and in day-to-day business reality - and that could create new opportunities for Apple.
When there's an eel in the lake that's as long as a snake that's a moray.
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