My $0.02.
The presentation did not target a general purpose cihp user. Instead its audience would be the embedded / deeply embedded designer. This includes telcom, automotive, medical etc. Just looking at the uP comparisons shows an embedded lineup. No where would you see a TMS320 (DSP) compared to a desktop processor.
There is a trend to put an IP stack in lots of non traditional embedded applications. Even automobile computers are seriously networked and Ford is using the MPC555.
Motorolla's traditional market has been the embedded area. This is their core business. IBM on the other hand has been more into computing. Now, not to slight IBM, they do have an embedded side. It seems Mot is making embedded processors that, oh by the way, would have decent performance in Apple machines.
Another thing I did not see was a 64 bit migration path. If Apple is intending to migrate to 64 bits, it would seem to make sense across the board. In order to convince companies (adobe) to compile for 64 bits you would need lots of 64 bit machines. It would be expensive for them to maintain a 32 bit version of software for i-mobile and low end users and a 64 bit version for AL-mobile and high end users. Since 32 bit code should be binary compatable with the 64 bit machines, they would tend to stay 32 bit till the 64 bit base waranted the change