Interesting.
But Cringely spins it as an offensive move against MS. If it comes to pass, it might instead, be a defensive one. MS is trying very hard to gain control over the hardware specifications for the PC. It's had defacto control for a while, but it wants to be able to dictate what a PC is. So Intel and AMD would basically become "semiconductor foundries" for MS. They would be at MS's mercy, just as many manufacturers are at Wal-Mart's mercy. Intel certainly doesn't want to go there, and AMD probably doesn't either.
By being cozy with Apple (and Linux), Intel has a way out if MS decides to turn the screws too tightly.
I think Cringely pushes this too far though. If Intel buys Apple in the next year or two and makes MacOS available to clones, then it's not hard to imagine MS deciding that MacOffice isn't something that they are interested in. Without MacOffice, the Mac is much less complelling for many businesses. "But they can just run WinOffice." Sure, but then why not just stick with a WinPC? Apple has to tread lightly there.
He dismisses the technology issues, saying Apple could wait and run MacOS X on a Cell. Apparently Apple decided (for some not terribly clear reason) that it needed faster, lower-power processors in the next year or two and that it couldn't or wouldn't wait for IBM. Waiting for an appropriate, fast, low-power, 64-bit Cell processor from them is probably riskier than waiting on a low-power G5.
I too wonder what this means for AMD and that aspect of it makes me feel that he may be onto something as far as Intel's motivation is concerned.
In short, I agree with much of what he said, but I think it's more of a defensive move by Apple and Intel at the moment.
Cheers,
Scott.