Back in August, I wrote:
Rainer Brockerhoff wrote:

…Let’s suppose Steve Jobs goes psycho and deploys the Mac Intel machines with full TPM, TCPA, DRM and whatnot.

…Let’s suppose that we all go mad as well and continue to buy Macs at current quantities or better – say, 5 to 7 million a year.

Now Forbes says:

[J.P. Morgan research analyst Christopher] Danely said Intel should ship its processors into roughly 55% of Apple?s calendar 2006 PC shipments, which should translate into roughly 4.8 million processors.

That is, at the low end of my estimate. I supposed, for the sake of argument, that all new Macs would be Intel-based, but of course selling 10 million Macs a year is OK with me…

So my conclusion still stands:
Rainer Brockerhoff wrote:

What would happen?

Why, the current installed base is something over 30 million PowerPC Macs (or even more, depending on your sources). By the end of 2007, Intel Macs will be perhaps 15% of that. It will take at least 5 years, probably more, for Intel Macs to surpass the PowerPC Mac installed base. In other words, non-TPM systems will be in the majority for several years. Can you see Apple (or their stockholders, of which I’m one) restricting such important markets to 15% of their customers? Or even 50%? For years??

Interestingly, the article also says:

[Danely] estimates that every 1 million processors shipped to Apple Computer… would result in a little less than 1 cent of incremental earnings per share at Intel.

So Apple’s direct impact on Intel’s bottom line will be about 5%; relatively low, but in terms of marketing impact very significant. Intel’s recent announcements about branding and focus changes are very Apple-aligned… Intel’s complete silence about anything Apple-related at CES means they’re playing along with Steve Jobs to preserve the impact of next week’s keynote announcements. Let’s stay tuned.