Let's look at the facts.
1. He says it is bigger than a processor change.
2. He says it will affect everyone.
3. He is not in the US.
Conclusion.
1. It can't be a merger, anything of that nature would have to be declared immediatly to avoid a false market in shares existing.
2. It could be a change of direction into a consumer electronics company, they have enjoyed great sucess with the iPod, but this sounds very dangerous.
3. Could it be Malarka, it would certainly have an enourmous effect on the world of computing, but I would think that would send Apple to way of OS/2.
I don't know what could really be that big. The only really big thing would be a merger with IBM or Sony or Apple buys Dell, but I can't believe that for the reason given above, legal. The only thing I would say is perhaps we are going to get a significent announcement , but not something that big.