Its a theory yes. But even so, I wouldn't dismiss this as not making much sense. The motorola situation right now is fairly complex. They are breaking up into multiple units to position themselves to bought up piece by piece by other companies.
I'm not dismissing it - I'm saying it doesn't make much sense to me as it stands.
However - I am also saying it's not a product transition. That doesn't mean something isn't happening of course - just that it's an unrelated rumour (and probably not relevant to the article that started this thread).
In a thread about something intriguing Apple has verifiably said, there's little point in discussing an unrelated rumour.. which is why I'm trying to see how it fits.
There is an article on a site that suggests that Apple was in the process of acquiring the motorola phone unit so as to better position itself marketsharewise. Read it and tell me what you think. It even suggests (with that pic of a phone prototype) that Apple will produce a combo iphone with a keypad for business users. I doubt it but it is a very interesting article.
http://mobilearsenal.com/new/apple_buys_motorola_s_mobile_department.html
edit: !!!!! check the date on your article! (my discussing left in, perhaps I should blank it all)
The article seems to make 3 main points
1) Apple would gain marketshare (by owning & selling Motorola phones)
2) Motorola has good camera agreement with Kodak which Apple wants.
3) An Apple patent shows Apple is designing a low memory high speed smart phone with Motorola.
None of these address how this would be a product transition for Apple that would affect gross margins as they've described - so I still can not see how this is what Apple meant.
As a general possibility, sure it's possible. But I wouldn't see much gain for Apple in those 3 points above. If Apple bought Motorola for its handset marketshare and customers, then I'd hope that Apple gains something that enables them to convert motorola's market share into Apple products and marketshare.