What about Thunderbolt? Apple seems to be putting a lot of effort into it? Would it work with an ARM chip? Would Intel license it?
SemiAccurate is crowing that the ARM transition is a "done deal," but it strikes me as not quite so logical. The PowerPC switch was necessary, and seamless since the PowerPC was so adept at emulation (much more so than x86 at the time). The Intel shift was logical since it expanded compatibility (with Boot Camp), and it put Apple on par with other manufacturers in terms of cost structure and manufacturing. However, it was a far clunkier transition (loss of Classic, and nagging issues with Rosetta, which apparently is dropped entirely in Lion), partly because the x86/x64 chips still don't handle emulation particularly well (though better than before).
Switching to ARM would mean the loss of Boot Camp, except perhaps for Windows for ARM (which is as yet untested in the market). Perhaps Apple's stats say it isn't an issue (i.e. people really don't use Boot Camp much). Certainly Apple is less afraid than Microsoft to break compatibility and perhaps they figure that since the iOS crowd is their main source of new customers, an ARM architecture is a logical extension. However, Apple appears to have a good relationship with Intel (they got Thunderbolt and the Z68 chipset before anyone else), and this would obviously harm it (unless Intel has plans to get back into the ARM business).
Very good way of looking at it. (The thunderbolt thing that is)
I really do think that MS will push an ARM version of windows because they want it to run on tablets that don't cost 1k+