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Text File | 1990-06-24 | 3.8 KB | 82 lines | [TEXT/GEOL] |
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- Sub: Pre-info: New NeXT Machines
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- PRE-RELEASE INFO ON NEW NEXT MACHINES
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- Customer & Competitive Analysis
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- APPLE CONFIDENTIAL / NEED TO KNOW
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- CONTACT: Ken Lim
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- Tomorrow, September 18th, NeXT will announce new products in San Francisco.
- Product details have been kept well hidden and there are many conflicting
- rumors. The new machines are logical, expected evolutions of the current NeXT
- box. Although we have not been able to independently confirm them, here are
- some of the more likely rumored changes:
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- • A monochrome system in a small 2”-high box with no expansion slots
- • A 32-bit color system using Renderman graphics technology in a standard
- NeXT cube case
- • Both based on 25 MHz 68040s
- • Built-in twisted pair and thin EtherNet connectors
- • Addition of a 3.5-inch floppy disk drive (either 1.44 or 2.88 MB)
- • Smaller 3.5-inch hard drives (starting at 100 instead of 300 MB)
- • Different read-write optical drive with lower capacity (150 MB?), but
- faster performance. Optical is reportedly optional now.
- • 4 MB RAM instead of 8 MB
- • Same software bundle except the dictionary has been stripped of all
- pictures to save space on the optical disk.
- • Rumored prices range widely from $3,000 to $10, 000
- • Shipping supposedly begins in January
- • Special pricing of $2,995 for the low-end system for universities willing to
- commit to 50 units by January 1991 and another $500,000 over the next five
- quarters. NeXT is specifically targeting Apple’s best higher ed accounts.
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- __________________
- Marketing Analysis
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- NeXT’s new machines will undoubtedly be among the best in the industry in terms
- of price/performance, specs and features. However, like the earlier model,
- they will be extremely limited in applications and feel much slower than their
- ratings would indicate. Expansion is limited and there is very little support
- for the products outside specific higher ed accounts. NeXT buyers will get
- lots of hardware, little software and unknown service and support. In sales
- and PR situations, Apple should emphasize that NeXT is talking about vaporware,
- that they are using discounted street prices vs. list prices and that Macintosh
- has about 400 times more commercial applications than NeXT.
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- ____________________
- Preliminary Analysis
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- The low-end system is a stripped-down, cost-reduced version of the current box.
- NeXT has reportedly told higher ed customers that $2995 is its cost. The new
- systems are not likely to run well with the reduced RAM based on our experience
- with the current NeXT machine.
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- We believe that NeXT is desperate at this point. The products will be
- vaporware and/or bug-laden for several months based on Motorola’s current
- delivery schedule for ‘040s. NeXT will have to grab and hold developer and
- user attention to an unprecedented degree in order to build enough momentum to
- become a viable alternative. The optical disk, high power and the
- NextStep/Interface Builder software have failed to do this so far. It’s
- questionable if the new low prices are enough to change this. (Both
- Ashton-Tate and Lotus will announce new NeXT-specific spreadsheets, Powerstep
- and Improv. These products will help, but their inability to run on other
- platforms will limit their acceptance.)
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- This is a make or break situation for NeXT. Time is running out for NeXT to
- become a serious contender in the PC/workstation market. Macintosh is clearly
- the major alternative to the Intel/Microsoft architecture and NeXT must contend
- with Sun Microsystems for the top spot in UNIX popularization. The first half
- of 1991 will tell whether NeXT becomes a SPARC or an Amiga. At this point, we
- believe it’s a 50/50 chance but moving toward the Amiga end of the scale
- rapidly.
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- __________________________________________________________
- We welcome your comments and suggestions. Please Link us at COMPETITION.
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