Will Apple license Mac OS X?

The conventional wisdom is that even though Apple's moving to Intel chips, they're not going to suddenly change from being a hardware company to a software company that allows other hardware companies to sell "Macs". At least, not until the whole Intel thing has fully shaken out and things stabilize over the next couple of years.

I believe this as well.

However, this is the same type of conventional wisdom that had us thinking that Apple would never switch to Intel, so conventional wisdom's not doing so well these days.

This article in Fortune is quite interesting. When the founder and chairman of Dell says that he wants to sell Macs- and a number of other PC manufacturers concur- you can't discount anything.

Microsoft must be sweating.

Good.