It makes complete sense for apple to look to AMD, in every other part Apple has complete control over there supplier, Apple dictate the development and terms, then you have Intel, Apple have no control at all, they have to wait to see what Intel will give them, Steve will not like that one little bit. its not good for a company such as Apple to rely on another to dictate its performance or product lineup and timescale.
a tie up or but out of AMD can only be good, remember the CPU is history, future is all about GPU computing, Apple know this, its unlikely they would buy AMD out of the blue as it would upset Intel to much as AMD have nothing to currently offer , Apple will need time to work on products up to the class they require, its more likely we will see and agreement in the coming months for AMD in Mac and then once all is ready Apple will buy AMD and have complete control and droop intel.
Well I'm not a Apple stock holder yet, but if I was they will have my vote! To HELL with Intel!