Apple is a hardware company? Really?
Apple is an innovation company. Period. Whether that innovation takes form in hardware, software or business practice is not really the point.
This (Apple licensing OSX on PC's) absolutely IS going to happen. Do the math. How much real profit does Apple make from selling something like a G5 iMac? I would guess around $400. Now, how many computer users of the potential user basedo they sell a $400 profit margin machine to? Lets say 5%. (It is actually much less than that, since the Mac Mini wrecks the average profit, but I will err on the side of inflating the profit to make the point)
If Apple were to simply STOP making hardware altogether (which they won't) and then begin to allow OSX to be sold to any PC platform (not just Dell) they could realize a profit of, perhaps somewhere between 50-75 dollars for each copy of OSX they sell. So, how many copies of OSX could Apple license at that profit level if it were allowed to run on any PC configuration?
Do the math any way you like, but you are likely to find that the actual profit year on year would eclipse Apples best financial results by several times. Even if Apple were to sell OSX to 10% of the PC market, they would make a killing.
THEN - what happens to sales of their Pro Apps? Final Cut, Shake, Logic, Soundtrack Pro, etc etc. Those also get a huge boost.
Those who say Jobs will never allow this are blinded by cultism. Fact is, Apple has been laying the groundwork for this for some time now. Seems like OSX on intel has been in the works all along, even way back when Apples IBM love affair began over the PPC, with no roadmap issues in sight. So why did they bother? What was the point?
Jobs is a businessman. Sure, sometimes he makes decisions based on his own vision, and he rules the place with that vision. But make no mistake, there is no way he would be able to resist the force of the billions of dollars that are to be made here, and the opportunity for Apple to become the next Microsoft. Jobs, as a CEO, is not indestructible.
Look at Jobs track record over the last few years. Everything from the iPod to the Mac Mini have been designed to be very inclusive of PC users. One day, not very far away, we will see Jobs laying out a keynote presentation that outlines Apples strategy for computer domination. "Bringing the Mac experience to the rest of the world".
The strategy would likely include a premiere vendor like HP or Dell marketing hardware that is "Apple designed" (but will not be required to run OSX, it will keep Apples hardware design profile out there), a version of OSX that can run on any PC, and of course Apples own in house hardware designs. This would be brilliant. Apple puts their stamp of approval on the Mac hardware Dell sells, and even if Dell only sells one of the "Apple designed" boxes for every ten regular Dell PC's, Apple continues to make a nice profit on hardware. You know, there is really nothing to stop Apple from insisting that Dell or HP actually sell Apple created boxes either. I mean...why not? The distribution channel is immense.
At the same time, Jobs will announce alliances with software creators that have never been thought possible or likely on the Mac. The software vendors will salivate at the thought of offering cross-upgrades for a fee to existing owners of certain products, and the potential for a whole new market of OSX users (since the user base would increase dramatically).
Huge amounts of cash for apple, more software for OSX, more users of OSX - this all spins off to greater educational/office/enterprise acceptance.
Is there a negative? Well, sort of. Depends on how stubborn you are.
The days of the elite cult of Mac are numbered. Those who embrace the platform and its niche status will either surrender and convince themselves this is all for the common good, or they will convince themselves that they must be different, and they will adopt another OS out of spite.
Either way, the way things will go, the current OSX user base will be a blip on the OSX radar amongt the vast armies of OSX users that are to come.