One mac to rule them all
Here's how I see it:
Intel will not make PPC for the same reason IBM is slacking: apple's volume isn't large enough to warrant a specific chip (which is a more profitable market? 2 million ibook/pbook vs 20 million xbox/nintendo/playstations?). Thus, Apple will use x86.
So the real question is if Apple will port OSX for other Intel boxes or simply put Intel chips in mac hardware?
If OSX for third party boxes, then the hardware side of the business will either become, 1, open Macs (able to run Windows) or, 2, exclusive OSX/Intel machines.
If 1, then Apple simply as hardware manufacturer will compete with Dell, Sony, etc and, most likely, do pretty well - Apple's reliability, design and cool-factor are definitely profitable. Besides, there's another company out there who has done pretty well selling simply operating software. So going toe to toe with both Microsoft and the beige-boxers wouldn't be suicide as I see it.
If 2, Apple will use OSX as a method to try and bring people to their exclusive platform, the way iPod/iTunes currently tries to bring people over to the Mac side. Potentially successful...
But either way, getting people to shell out 130 for a new operating system is only going to appeal to people who aren't bound by the Microsoft-only programs - ie, the Linux/unix bunch. They may jump, but for anyone still using Windows and not a mac mini, the reasons aren't the price of hardware but simply the exclusive software (or lack of education).
Now, the other option is no OSX port to Windows and everything stays the same, except with Intels inside, which is ultimately pretty boring and won't change Apple's 2% market share.
The last option is, if it can be done, a potential Microsoft killer. Here's how it works:
=Apple builds x86 boxes that can run Windows.
=Seamlessly transition of OSX to intel macs (without support for 3rd party boxes, which is what will most likely happen anyway)
=Then, the mac double-boots both Windows and OSX and allows an Expose-like switch between the GUIs.
=Finally, a program like Synergy
http://synergy2.sourceforge.net/ allows easy file-swapping between the two - hit a button, both windows shrink, drag and drop files between.
=$$$ profit.
One possible downside of said scheme is programs written only for Windows (see os/2). However, Mac already has a solid, profitable user-base - no reason to abandon support when money is to be made.
The upside is, of course, getting the best of both worlds. The hardware can easily handle both OSes (though, lord knows what Longhorn will require). People would spend 90% of their time on OSX and use Windows for business, scientific and other niche programs.
And, of course, there are games and those early-adopters who dictate hardware progression. With Apple's resources, their machines will equal, if not smote, anything from Alienware, Falcon, Voodoo, etc.
This way, Apple retains the lucrative hardware market and allows those speciality users (of which big businesses are easily the largest group with speciality software) who dictate major buying trends to make the jump. And as Apple's market share crests, say, 20%, (much the same way Firefox is heading) then the speciality programs will become profitable on OSX. And the mass-migration will ensue.
Any thoughts?
I, for one, welcome our black-turtlenecked overlord.