This seems like an inevitable move in the convergence of iOS devices and Mac computers. They will eventually be the same thing. Powerful, robust, thin, power efficient, easy to use touch interface. Lion is moving in the direction of the iPad and iOS in general. The iPad has been gaining more Mac-like features and robust applications. I think the time tables are probably off. I don't see this happening for 4 to 5 years at the earliest. But with billions upon billions in cash reserves, Apple can pretty much do whatever they want!
I think you are right on the money. I've brought up a few times now my prediction that Apple is eventually planning to fully merge OSX into iOS (instead of the other way around) and the evidence just keeps piling up. It makes zero sense to move to ARM processors (and kill all software compatibility with current and past software in the process, save iOS stuff), especially given Intel (and also technically AMD) is
THE prime CPU market. It will almost undoubtedly be the fastest for ages to come (after all, isn't a lack of updates/progress/speed the main reason Apple switched to Intel from PPC in the first place? Isn't the compatibility with Windows also very helpful in bringing in new customers and letting Mac users operate in areas that would not otherwise want Apple hardware?)
Put simply, it would be sheer suicide for the Mac lines to move to ARM...
unless of course by then a good chunk of the software is already merged to iOS and the App store. Thus, when the ARM MBP finally comes out, you won't NEED boxed/open software. The App store will have 100% of the available software and it will be the
only place you are allowed to buy software. Apple will collect its 30% share of every single developers' hard work in the process and Steve Jobs will officially be the richest man in the Universe (assuming he's still alive and 'God' hasn't struck him down for being the greediest bugger on the face of the Earth).
Think about it. It's not hard to believe. Apple already regularly makes changes to the operating system that leaves software incompatible (bye bye carbon; bye bye 32-bit next and finally bye bye compiled Intel code last along with all open software to go with it). It's the Jobs Master Plan. You will put up with it or you will find yourself moving to Windows or Linux once and for all. I know I will happily move there at that point as I have no interest in a closed system with overpriced software running on painfully slower computers than Windows machines have (already painful enough in GPU terms).
Believe it or not, it's going to happen. It's only a matter of time. The only thing that could possibly stop it is if Mr. Jobs is no longer the CEO of Apple in the next year or two (for whatever reason). Maybe then someone with more sense could prevent the merging of the two lines. But otherwise, forget about it. Intel is history. Open software will be history and the Mac and Windows machines will never compete directly again. It will be like Wii Versus XBox 360. They're just not the same thing at all, even if some find themselves having to choose between them.
You might find some hybridization in the desktop lines (or at least the Mac Pro) for awhile given its need for bigger CPU and professional applications. More than likely, though, the Mac Pro will simply be abandoned in the future (like the Xserver line already) and Apple will stop the charade of pretending they still care about the professional market at all (the "Pro" models are already mostly consumer gear with a 'pro' name).