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Let's face it. The desktop doesn't drive things anymore. For most people the only computer they will buy is a notebook. If the Apple notebooks aging touch/iOS features it the rebranding would make sense, and would probably mean a return of the iBook brand.
Yeah - I've stated before that I think Steve is right to target the mobility market, it's just that the way Apple is doing it with the DRM locking (for video, anyway) and capricious policies governing everything related to the App Store and iAds really makes me nervous.
It's true that portable devices like the MacBook and mobile phones are becoming powerful enough to meet the everyday needs of most people who would have purchased a desktop system 5 years ago.
But my meaning in that Apple is permanently on the mobile train is that I would expect that over the next 5 years there won't be much differentiation in its desktop lineup - as it stands now, there's essentially 2 different Mini models, about 4 different iMacs, and 2 different Mac Pros. I think over time we're going to see the choices for these diminish and the variation of Apple's portable/mobile lineup continue to increase (iPhones, iPads, maybe the return of some sort of iBook, iPods, etc.).
As these changes happen, I think as a business cost-cutting decision Apple will merge the iOS and OS X threads as much as possible into a single unified OS. Just as we had "Fat Binaries" and "Universal Binaries" in the past, I'd expect to see some sort of universal iOS installer for all Apple hardware in the next 5-10 years. After which the ability to use "OS X" on a desktop becomes a configuration choice instead of a default installation. Unfortunately, with the iOS merge will come the worst of Apple's App Market, DRM management, and iAds lock-ins.
But from a business cost management perspective it doesn't make sense for Apple to continue to have an OS X development team, an iOS development team, and a legacy iPod OS development team for the iPod "Classic" (these don't run iOS, right?). It probably also means we could see the end of the iPod "Classic" very soon, maybe even this year or next.