Overall, a great piece from Jean-Louis Gassée. But one thing stuck out:
Intel would have to accept Apple’s design and “pour” it into silicon — it would become a lowly “merchant foundry”. Intel knows how to design and manufacture standard parts, it has little experience manufacturing other people’s custom designs…or pricing them.
Actually, Intel already has a foundry business, and is going to start producing ARM-based chips next year. It wouldn’t be a huge leap for Intel to start making Apple’s in-house designs.