What you say is true, but it doesn't make sense for AAPL to pay a stiff price just to switch chipsets and stop there.
There has to be a whole strategy in place, and I'm only trying to guess what it could be.
Selling a low-cost Mac computer that only runs Windows XP is NOT in AAPL's interest. (They have always said that their crown-jewel is its OS)
So the new Mac will run Mac OS. With this premise in mind I think that my Mid Term, and Long Term predictions just flow naturally.
(Mid term being a couple of years, and Long Term five years or so... --This is not stock trading we are talking here.<g>)
H.
PS:
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Macs contain a fair amount of proprietary hardware & firmware that is just not present in any Intel PC today.
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This used to be true 10 years ago. Current Macs have fairly standard hardware. (and firmware can always be emulated)
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Also, the suggestion that Windows may someday be able to run native on Mac computers is also premature, again because of this propietary h/w & f/w.
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There's nothing propietary here. If you manufacture the hardware you can put all the "hooks" you want. (As Taiwan clone makes used to do a few years back) Then the user pays $100 for an off-the-shelf Windows XP CD and installs it...