Steve Jobs would then be free to drop what amounts to a hydrogen bomb on Microsoft. Mac OS X that runs on “regular” off-the-shelf x86 hardware. Or partner with a Sony, for example – to insure quality. Years before “Longhorn” even comes close to shipping. Moo.”
“This is all very interesting, but I believe analysts and others are missing the big picture: iPod success paves the way for Mac OS X on X86. People have argued for years for and against the release of Mac OS X on Intel (and AMD) commodity hardware, but Apple derives such a large portion of its revenue from hardware that doing so could potentially damage the company beyond repair. But, what if Apple replaces that lost Mac hardware revenue with iPod revenue?