IBM PC Clones

IBM PC compatible computers are similar to the original IBM PC, XT, and AT, all from computer giant IBM, that are able to use the same software and expansion cards. Such computers were referred to as PC clones, IBM clones or IBM PC clones. The term "IBM PC compatible" is now a historical description only, since IBM no longer sells personal computers after it sold its personal computer division in 2005 to Chinese technology company Lenovo. The designation "PC", as used in much of personal computer history, has not meant "personal computer" generally, but rather an x86 computer capable of running the same software that a contemporary IBM PC could. The term was initially in contrast to the variety of home computer systems available in the early 1980s, such as the Apple II, TRS-80, and Commodore 64. Later, the term was primarily used in contrast to Apple's Macintosh computers.

These "clones" duplicated almost all the significant features of the original IBM PC architectures. This was facilitated by IBM's choice of commodity hardware components, which were cheap, and by various manufacturers' ability to reverse-engineer the BIOS firmware using a "clean room design" technique. Columbia Data Products built the first clone of the IBM personal computer, the MPC 1600 by a clean-room reverse-engineered implementation of its BIOS. Other rival companies, Corona Data Systems, Eagle Computer, and the Handwell Corporation were threatened with legal action by IBM, who settled with them. Soon after in 1982, Compaq released the very successful Compaq Portable in 1982, also with a clean-room reverse-engineered BIOS, and also not challenged legally by IBM.

Some early IBM PC compatibles used the same 8-bit computer bus as the original PC and XT models, but many soon adopted the 16-bit IBM AT bus. It was later re-named the Industry Standard Architecture (ISA) bus, after the Extended Industry Standard Architecture bus open standard for IBM PC compatibles was announced in September 1988 by a consortium of PC clone vendors, led by Compaq and called the Gang of Nine, as an alternative to IBM's proprietary Micro Channel architecture (MCA) introduced in its PS/2 series. Soon after the industry adopted new bus standards in a similar, cooperative way: the VESA Local Bus (VLB), Peripheral Component Interconnect (PCI) and the Accelerated Graphics Port (AGP).

Descendants of the x86 IBM PC compatibles, namely 64-bit computers based on "x86-64/AMD64" chips comprise the majority of desktop computers on the market as of 2021, with the dominant operating system being Microsoft Windows. Interoperability with the bus structure and peripherals of the original PC architecture may be limited or non-existent. Many modern computers are unable to use old software or hardware that depends on portions of the IBM PC compatible architecture which are missing or do not have equivalents in modern computers. For example, computers which boot using Unified Extensible Firmware Interface-based firmware that lack a Compatibility Support Module, or CSM, required to emulate the old BIOS-based firmware interface, or have their CSMs disabled, cannot natively run MS-DOS since MS-DOS depends on a BIOS interface to boot.

Only the Macintosh had kept significant market share without having compatibility with the IBM PC, although that changed with Intel Macs running Mac OS X, often dual-booting Windows with Boot Camp.

Origins

IBM decided in 1980 to market a low-cost single-user computer as quickly as possible. On 12 August 1981, the first IBM PC went on sale. There were three operating systems (OS) available for it. The least expensive and most popular was PC DOS made by Microsoft. In a crucial concession, IBM's agreement allowed Microsoft to sell its own version, MS-DOS, for non-IBM computers. The only component of the original PC architecture exclusive to IBM was the BIOS (Basic Input/Output System).

IBM at first asked developers to avoid writing software that addressed the computer's hardware directly and to instead make standard calls to BIOS functions that carried out hardware-dependent operations. This software would run on any machine using MS-DOS or PC DOS. Software that directly addressed the hardware instead of making standard calls was faster, however; this was particularly relevant to games. Software addressing IBM PC hardware in this way would not run on MS-DOS machines with different hardware. The IBM PC was sold in high enough volumes to justify writing software specifically for it, and this encouraged other manufacturers to produce machines that could use the same programs, expansion cards, and peripherals as the PC. The 808x computer marketplace rapidly excluded all machines which were not hardware- and software-compatible with the PC. The 640 KB barrier on "conventional" system memory available to MS-DOS is a legacy of that period; other non-clone machines, while subject to a limit, could exceed 640 KB.

Rumors of "lookalike", compatible computers, created without IBM's approval, began almost immediately after the IBM PC's release. ''InfoWorld'' wrote on the first anniversary of the IBM PC that

By June 1983 '' PC Magazine'' defined "PC 'clone'" as "a computer hat canaccommodate the user who takes a disk home from an IBM PC, walks across the room, and plugs it into the 'foreign' machine". Because of a shortage of IBM PCs that year, many customers purchased clones instead. Columbia Data Products produced the first computer more or less compatible with the IBM PC standard during June 1982, soon followed by Eagle Computer. Compaq announced its first product, an IBM PC compatible in November 1982, the Compaq Portable. The Compaq was the first sewing machine-sized portable computer that was essentially 100% PC-compatible. The court decision in '' Apple v. Franklin'', was that BIOS code was protected by copyright law, but it could reverse-engineer the IBM BIOS and then write its own BIOS using clean room design. Note this was over a year after Compaq released the Portable. The money and research put into reverse-engineering the BIOS was a calculated risk.

Compatibility issues

Non-compatible MS-DOS computers: Workalikes

At the same time, many manufacturers such as Tandy/ RadioShack, Xerox, Hewlett-Packard, Digital Equipment Corporation, Sanyo, Texas Instruments, Tulip, Wang and Olivetti introduced personal computers that supported MS-DOS, but were not completely software- or hardware-compatible with the IBM PC.

Tandy described the Tandy 2000, for example, as having a "'next generation' true 16-bit CPU", and with "More speed. More disk storage. More expansion" than the IBM PC or "other MS-DOS computers". While admitting in 1984 that many PC-DOS programs did not work on the computer, the company stated that "the most popular, sophisticated software on the market" was available, either immediately or "over the next six months".

Like IBM, Microsoft's apparent intention was that application writers would write to the application programming interfaces in MS-DOS or the firmware BIOS, and that this would form what would now be termed a hardware abstraction layer. Each computer would have its own Original Equipment Manufacturer (OEM) version of MS-DOS, customized to its hardware. Any software written for MS-DOS would operate on any MS-DOS computer, despite variations in hardware design.

This expectation seemed reasonable in the computer marketplace of the time. Until then Microsoft's business was based primarily on computer languages such as BASIC. The established small system operating software was CP/M from Digital Research which was in use both at the hobbyist level and by the more professional of those using microcomputers. To achieve such widespread use, and thus make the product viable economically, the OS had to operate across a range of machines from different vendors that had widely varying hardware. Those customers who needed other applications than the starter programs could reasonably expect publishers to offer their products for a variety of computers, on suitable media for each.

Microsoft's competing OS was intended initially to operate on a similar varied spectrum of hardware, although all based on the 8086 processor. Thus, MS-DOS was for several years sold only as an OEM product. There was no Microsoft-branded MS-DOS: MS-DOS could not be purchased directly from Microsoft, and each OEM release was packaged with the trade dress of the given PC vendor. Malfunctions were to be reported to the OEM, not to Microsoft. However, as machines that were compatible with IBM hardware—thus supporting direct calls to the hardware—became widespread, it soon became clear that the OEM versions of MS-DOS were virtually identical, except perhaps for the provision of a few utility programs.

MS-DOS provided adequate functionality for character-oriented applications such as those that could have been implemented on a text-only terminal. Had the bulk of commercially important software been of this nature, low-level hardware compatibility might not have mattered. However, in order to provide maximum performance and leverage hardware features (or work around hardware bugs), PC applications quickly developed beyond the simple terminal applications that MS-DOS supported directly. Spreadsheets, WYSIWYG word processors, presentation software and remote communication software established new markets that exploited the PC's strengths, but required capabilities beyond what MS-DOS provided. Thus, from very early in the development of the MS-DOS software environment, many significant commercial software products were written directly to the hardware, for a variety of reasons:
* MS-DOS itself did not provide any way to position the text cursor other than to advance it after displaying each letter ( teletype mode). While the BIOS video interface routines were adequate for rudimentary output, they were necessarily less efficient than direct hardware addressing, as they added extra processing; they did not have "string" output, but only character-by-character teletype output, and they inserted delays to prevent CGA hardware "snow" (a display artifact of CGA cards produced when writing directly to screen memory)——an especially bad artifact since they were called by IRQs, thus making multitasking very difficult. A program that wrote directly to video memory could achieve output rates 5 to 20 times faster than making system calls. Turbo Pascal used this technique from its earliest versions.
* Graphics capability was not taken seriously in the original IBM design brief; graphics were considered only from the perspective of generating static business graphics such as charts and graphs. MS-DOS did not have an API for graphics, and the BIOS only included the rudimentary graphics functions such as changing screen modes and plotting single points. To make a BIOS call for every point drawn or modified increased overhead considerably, making the BIOS interface notoriously slow. Because of this, line-drawing, arc-drawing, and blitting had to be performed by the application to achieve acceptable speed, which was usually done by bypassing the BIOS and accessing video memory directly. Software written to address IBM PC hardware directly would run on any IBM clone, but would have to be rewritten especially for each non-PC-compatible MS-DOS machine.
* Video games, even early ones, mostly required a true graphics mode. They also performed any machine-dependent trick the programmers could think of in order to gain speed. Though initially the major market for the PC was for business applications, games capability became an important factor motivating PC purchases as prices decreased. The availability and quality of games could mean the difference between the purchase of a PC compatible or a different platform with the ability to exchange data like the Amiga.
* Communications software directly accessed the UART serial port chip, because the MS-DOS API and the BIOS did not provide full support and was too slow to keep up with hardware which could transfer data at 19,200 bit/s.
* Even for standard business applications, speed of execution was a significant competitive advantage. Integrated software Context MBA preceded Lotus 1-2-3 to market and included more functions. Context MBA was written in UCSD p-System, making it very portable but too slow to be truly usable on a PC. 1-2-3 was written in x86 assembly language and performed some machine-dependent tricks. It was so much faster that it quickly surpassed Context MBA's sales.
* Disk copy-protection schemes, in common use at the time, worked by reading nonstandard data patterns on the diskette to verify originality. These patterns were impossible to detect using standard DOS or BIOS calls, so direct access to the disk controller hardware was necessary for the protection to work.
* Some software was designed to run only on a true IBM PC, and checked for an actual IBM BIOS.

First-generation PC workalikes by IBM competitors

"Operationally Compatible"

In May 1983, Future Computing defined four levels of compatibility:

* ''Operationally Compatible''. Can run "the top selling" IBM PC software, use PC expansion boards, and read and write PC disks. Has "complementary features" like portability or lower price that distinguish computer from the PC, which is sold in the same store. Examples: (Best) Columbia Data Products, Compaq; (Better) Corona; (Good) Eagle.
* ''Functionally Compatible''. Runs own version of popular PC software. Cannot use PC expansion boards but can read and write PC disks. Cannot become Operationally Compatible. Example: TI Professional.
* ''Data Compatible''. May not run top PC software. Can read and/or write PC disks. Can become Functionally Compatible. Examples: NCR Decision Mate, Olivetti M20, Wang PC, Zenith Z-100.
* ''Incompatible''. Cannot read PC disks. Can become Data Compatible. Examples: Altos 586, DEC Rainbow 100, Grid Compass, Victor 9000.

During development, Compaq engineers found that ''Microsoft Flight Simulator'' would not run because of what subLOGIC's Bruce Artwick described as "a bug in one of Intel's chips", forcing them to make their new computer bug compatible with the IBM PC. At first, few clones other than Compaq's offered truly full compatibility. Jerry Pournelle purchased an IBM PC in mid-1983, " rotten keyboard and all", because he had "four cubic feet of unevaluated software, much of which won't run on anything but an IBM PC. Although a lot of machines claim to be 100 percent IBM PC compatible, I've yet to have one arrive ... Alas, a lot of stuff doesn't run with Eagle, Z-100, Compupro, or anything else we have around here". Columbia Data Products's November 1983 sales brochure stated that during tests with retail-purchased computers in October 1983, its own and Compaq's products were compatible with all tested PC software, while Corona and Eagle's were less compatible. Columbia University reported in January 1984 that Kermit ran without modification on Compaq and Columbia Data Products clones, but not on those from Eagle or Seequa. Other MS-DOS computers also required custom code.

Future Computing said in February 1984 that some computers were "press-release compatible", exaggerating their actual compatibility with the IBM PC. Many companies were reluctant to have their products' PC compatibility tested. When ''PC Magazine'' requested samples from computer manufacturers that claimed to produce compatibles for an April 1984 review, 14 of 31 declined. Corona Data Systems specified that "Our systems run all software that conforms to IBM PC programming standards. And the most popular software does." When a ''BYTE'' journalist asked to test Peachtext at the Spring 1983 COMDEX, Corona representatives "hemmed and hawed a bit, but they finally led me ... off in the corner where no one would see it should it fail". The magazine reported that "Their hesitancy was unnecessary. The disk booted up without a problem". Zenith Data Systems was bolder, bragging that its Z-150 ran all applications people brought to test with at the 1984 West Coast Computer Faire.

'' Creative Computing'' in 1985 stated, "we reiterate our standard line regarding the IBM PC compatibles: try the package you want to use before you buy the computer." Companies modified their computers' BIOS to work with newly discovered incompatible applications, and reviewers and users developed stress tests to measure compatibility; by 1984 the ability to operate Lotus 1-2-3 and ''Flight Simulator'' became the standard, with compatibles specifically designed to run them.

IBM believed that some companies such as Eagle, Corona, and Handwell infringed on its copyright, and after ''Apple Computer, Inc. v. Franklin Computer Corp.'' successfully forced the clone makers to stop using the BIOS. The Phoenix BIOS in 1984, however, and similar products such as AMI BIOS, permitted computer makers to legally build essentially 100%-compatible clones without having to reverse-engineer the PC BIOS themselves. A September 1985 ''InfoWorld'' chart listed seven compatibles with RAM, two disk drives, and monochrome monitors for to , while the equivalent IBM PC cost . The inexpensive Leading Edge Model D is even compatible with IBM proprietary diagnostic software, unlike the Compaq Portable. By 1986 ''Compute!'' stated that "clones are generally reliable and about 99 percent compatible", and a 1987 survey in the magazine of the clone industry did not mention software compatibility, stating that "PC by now has come to stand for a computer capable of running programs that are managed by MS-DOS".

The decreasing influence of IBM

In February 1984 ''Byte'' wrote that "IBM's burgeoning influence in the PC community is stifling innovation because so many other companies are mimicking Big Blue", but ''The Economist'' stated in November 1983, "The main reason why an IBM standard is not worrying is that it can help competition to flourish".

By 1983, IBM had about 25% of sales of personal computers between and , and computers with some PC compatibility were another 25%. As the market and competition grew IBM's influence diminished. In November 1985 ''PC Magazine'' stated "Now that it has created the Cmarket, the market doesn't necessarily need IBM for the machines. It may depend on IBM to set standards and to develop higher-performance machines, but IBM had better conform to existing standards so as to not hurt users". In January 1987, Bruce Webster wrote in ''Byte'' of rumors that IBM would introduce proprietary personal computers with a proprietary operating system: "Who cares? If IBM does it, they will most likely just isolate themselves from the largest marketplace, in which they really can't compete anymore anyway". The magazine predicted that in 1987 the market "will complete its transition from an IBM standard to an Intel/MS-DOS/expansion bus standard ... Folks aren't so much concerned about IBM compatibility as they are about Lotus 1-2-3 compatibility". By 1992, '' Macworld'' stated that because of clones, "IBM lost control of its own market and became a minor player with its own technology".

''The Economist'' predicted in 1983 that "IBM will soon be as much a prisoner of its standards as its competitors are", because "Once enough IBM machines have been bought, IBM cannot make sudden changes in their basic design; what might be useful for shedding competitors would shake off even more customers". After IBM announced the OS/2-oriented PS/2 line in early 1987, sales of existing DOS-compatible PC compatibles rose, in part because the proprietary operating system was not available. In 1988, Gartner Group estimated that the public purchased 1.5 clones for every IBM PC. By 1989 Compaq was so influential that industry executives spoke of "Compaq compatible", with observers stating that customers saw the company as IBM's equal or superior.

After 1987, IBM PC compatibles dominated both the home and business markets of commodity computers, with other notable alternative architectures being used in niche markets, like the Macintosh computers offered by Apple Inc. and used mainly for desktop publishing at the time, the aging 8-bit Commodore 64 which was selling for $150 by this time and became the world's best-selling computer, the 32-bit Commodore Amiga line used for television and video production and the 32-bit Atari ST used by the music industry. However, IBM itself lost the main role in the market for IBM PC compatibles by 1990. A few events in retrospect are important:

* IBM designed the PC with an open architecture which permitted clone makers to use freely available non-proprietary components.
* Microsoft included a clause in its contract with IBM which permitted the sale of the finished PC operating system (PC DOS) to other computer manufacturers. These IBM competitors licensed it, as MS-DOS, in order to offer PC compatibility for less cost.
* The 1982 introduction of the Columbia Data Products MPC 1600, the first 100% IBM PC compatible computer.
* The 1983 introduction of the Compaq Portable, providing portability unavailable from IBM at the time.
* An Independent Business Unit (IBU) within IBM developed the IBM PC and XT. IBUs did not share in corporate R&D expense. After the IBU became the Entry Systems Division it lost this benefit, greatly decreasing margins.
* The availability by 1986 of sub- "Turbo XT" PC XT compatibles, including early offerings from Dell Computer, reducing demand for IBM's models. It was possible to buy two of these "generic" systems for less than the cost of one IBM-branded PC AT, and many companies did just that.
* By integrating more peripherals into the computer itself, compatibles like the Model D have more free ISA slots than the PC.
* Compaq was the first to release an Intel 80386

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