Bear Stearns analyst Andrew Neff has an unusual, to put it mildly, suggestion for Apple: abandon the PowerPC architecture and port Mac OS X over to Intel.
“It is time for consolidation and it is better for a company to make it happen than to wait for it to happen to the company,” Neff said. “From an investor standpoint, the PC industry will be an unattractive segment until we see concrete steps towards consolidation.
“Apple should play to its strength in industrial design and design the best computers for the Wintel market.”
But it’s not just Apple that he’s recommending make some startling moves. In his “manifesto,” as reported by CNET, Neff also says that:
Needless to say, his recommendations are controversial. For instance, Needham & Co. analyst Charles Wolf told CNET that the report was the “height of stupidity” and an overreaction tainted by the current woes of PC stocks.