Brain dump on Apple inspired netbook.
Sorry for the verbosity, necessary as i think there's merit to the concept of iPod touch + keyboard as Apple's answer. This is opposed to squeezing macbook into netbook arena which i think is what most are secretly hoping here. I'm sure many will not like this idea, but i think it's the most likely way they'd introduce one without killing the laptop lines.
Netbook analysis, an Apple style reaction.
Price $<500 to $700 (low end within $100 of the competition)
Name - iBook (precedent for re-using names in apple). Also sits nicely between iPod and MacBook nomenclatures.
Size - equivalent to other netbooks
Form - clamshell, with flip screen tablet mode
Screen - ~8-10" transflective screen (double iphone resolution 800x700)
Architecture - Atom or Arm 11 (choice based on pricing/volume/Appliance or not/PA Semi)
OS - Closer to iphone os X than macos X. (functional restriction to prevent cannabalisation)
UI - iPhone style in tablet mode, unlikely to have finder/dock but will have filesystem available to multiple apps. Probably an extension of iphone UI supporting physical keyboard, possible touchpad. Definite implementation of cut and paste (could be the reason why we haven't seen it yet). Accelerometer certain.
Storage - 8-32GB onboard flash, utilise mobileme cloud & back to my mac for extended storage and syncing. Probable cloud service or server option for institutions wishing to deploy large numbers of these perhaps with online time machine?
Battery Life - If using Atom, then comparible to other netbooks, ie. ~4-6 hrs. If using Arm 11 SoC and taking full advantage of power savings from SoC paired with a typical 3-6 cell netbook battery, ~8-10hrs. In ebook mode battery life could be as much as 500hrs.
IO - iPod dock for PC sync/Accessories, Headphone socket, webcam, microphone, Wifi b/g certain, HSDPA & Bluetooth unlikely options.
Bundled Software - re-jigged iWorks & eBook apps (killer features will be ebooks with online store, mobile iChat, notetaking, blogging and adhoc collaborative working with other netbooks & full size machines (simple wireless exchange)). Spotlight App to find local and remote files. Tweak key apps to take advantage of greater real estate/horizontal orientation (Mail/iPod/Calendar).
Extendability - App store (might leverage app store by being compatible with existing iphone apps (scaled up x2) (if ARM Architecture)???). Would there be non-DRM option to install software like you do on a mac (probably not if intended as appliance), Schools will love this, low maintenance, locked down, less chance of kids misusing it.
Key hardware - Smaller chiclet keyboard 80%, 8-10" display with electronic paper mode. Tablet screen flipping mechanism. System board probably only a slight variant of iPod Touch, allowing super slim form factor & volume component costs.
Release - May 2009 in preparation for school season. Upcoming Oct release unlikely as school season over and release alongside macbook and pro refreshes will overshadow them. Also an opportunity to sell multitouch in traditional higher return laptops first before democratising the technology.
Why it won't impinge on macbooks.
Single core slow CPU really only suitable for single tasking, perhaps with background music playback. Onboard storage makes it unsuitable for users full storage requirements. Screensize unsuitable for multimedia creation. Software limited to appliance style apps, ie. this is not a PC, rather a grown up ipod.
Why it won't impinge on ipod/iphone sales.
More expensive for the same storage size as a touch. Not pocketable. Might be bought in preference to an iPod touch for someone who really likes movies on the go (minority and anyway you're upselling).
Intended customers - Schools, College Students, eBook users, mobile bloggers, 2nd computer buyer.