Well... I don't know...
OK, a few thoughts of mine on this ThinkSecret report:
For starters I don't really care about TS' amazing track record of "knowing" what Apple are up to. For all I know they may just be extremely lucky in guessing all that. And even if they had insider info in the past, there is little evidence they are not making all this up - it's not that hard to come up with an educated guess like that - in hope they'll turn out to be right.
Anyway, iBooks to go x86 first sounds pretty reasonable. Consumer machines are the perfect testbed for new technologies (and new architectures actually). Consumers are not that demanding after all - as long as it is not terribly slow, unusable computer and it is cheap and shiny enough, they'll be quite happy. And, by the way, most of the non-pro software, consumer software, or however you wanna call it, will be released as universal binaries in no time flat after the announcement of the first x86 Macs shipping. Almost all of that software, be it Apple's own (iLife, iWork, etc.) or third party, is Cocoa based, and from what I've heard most Cocoa programs Just Compile as universal binaries. Besides, iBooks are in dire need of an update.
However, there are a couple of problems here. For one, as every other person in the thread pointed out, it is yet unknown how will Yonah (or whatever Intel chip Apple are going to use) compare to G4, but it is far more likely that Intel's stuff will be faster, a lot faster at that. This will definitely make G4 Powerbooks look bad, compared to much cheaper x86 iBooks. And there is the other problem - first batches of a new processor are usually pretty expensive, because of higher degree of rejected production (i.e. processors that are gonna' be scrapped because they don't fulfill the specs or don't work at all, due to impurities, manufacturing flaws, etc.) Tweaking out the production process may take a good few months. Until then what, Apple are going to lose money on every iBook they sell, especially with the rumored lower price points? I'm not sure.
If there are x86 Macs announced at MWSF'06, my take is, they will be both iBooks and Powerbooks or just Powerbooks. Powerbooks, despite being the pro-laptops of Apple, are rarely used as production machines (main or only production machines at least - almost never), so there wont be much problem there.
Well, January is not that far away so we'll see. I won't be the least surprised by x86 Macs debuting at MWSF, but I'm not holding my breath. After all, there are hell lot of tuesdays/wednesdays in the first six months of 2006, aren't there? 😛