This is probably the most likely scenario.
hernick said:
Those chips will not be used in Macs; they will be used in a new, low-end computer line that Apple will sell. This new line, which won't be called Macs, will not compete directly with Macs. (snip)
The form factor might be a tablet, or it may be an HTPC, or both ! It's not going to be a conventional computer form factor. It's not going to be a general purpose computer. It's going to be an extremely inexpensive computer appliance.
This dovetails neatly with all the rumors floating around about an Apple Media Hub device running some sort of embedded OS, but also able to run a graphically rich UI and even Dashboard widgets. Intel make all sorts of processors for the set-top, embedded and wireless markets, so this makes a lot of sense.
It is the one missing piece of the puzzle for Apple. This will be a computer appliance for non-computer users, people who want an iTunes / AirTunes jukebox, a TiVO, a wireless access gateway/firewall, maybe even a wireless IP telephony application (iphone?).
It also opens the doors for new significant markets - one, doing an end-run around Microsoft's IPTV initiative, as an end-user terminal for streaming HD programming either as an "IP cable box", downloadable free programs like "HD podcasts," and purchased / rented movies via an Apple Movie Store.
The tablet could also dovetail with it - maybe acting as a rich-media remote control for the Media Hub, maybe as a video iPod in-home (screen to stream content to from the Hub) as a wireless client device with an embedded browser (a kind of Knowledge Navigator) and access to email, contacts, etc. via .Mac; maybe via Remote Desktop screen-sharing it could be a remote screen for a desktop Mac as well.
I really don't think Apple would put Pentiums in their desktops - even if it is technically possible. One, the PR blowback would be crippling: it belies the message of PPC superiority they've sent out over a good decade of marketing. Two, for technically unsavvy purchasers, it makes the choice even more confusing than trying to explain the differences between windows and mac, powerpc and x86.
Overall It doesn't provide anyone with a compelling reason to switch, other than the OS and user experience, even on a 'closed' box.
They won't release OS X for generic PCs either, because the support issues would be a nightmare (potentially infinite number of system configurations, manufacturers, chipsets, bios versions), and it would kill their hardware business. Apple is not Microsoft; their money is in making Macs - OS X and the iApps are the bait to get us to buy them. Nobody buys a new PC to get Windows, I imagine...