A Mac Rumors “Page 2” (ie probably not true) report details a possible link between Transitive and Apple. Transitive is a Manchester-based company which specialises in products which allow one processor architecture to run code from a different one – in this case, PowerPC code on Intel chips. It’s one that’s been doing the rumour rounds for a couple of years: although it’s certain that Apple has been working on an Intel version of OS X, I’ve always maintained that this is more of a strategic backup (in case PowerPC flags) rather than a serious product.
One of Mac Rumors comments, though, is worth picking up on:
Apple has traditionally been a hardware company, with the bulk of revenue coming from Mac hardware. The past few years, however, has seen software become a larger portion of their revenue.
It’s worth saying that there’s no reason why an Intel port of OS X equates to Apple becoming a software company. There would be nothing to stop Apple adopting Intel processors while preventing OS X from installing on bog-standard PCs – thus allowing it to continue to be a hardware company.