I read this article about why Apple switched to Intel. The overall conclusion is that, because of the iPod, Apple has decided to switch to Intel in order to get a better price on processors in the same way Dell does. This makes a lot of sense.
Having just watched the keynote the other day (it was raining and I had to take a break from work somehow), the thing that stuck out most was Job's comment about the heart of a Mac being the OS. I thought this was extremely telling. The iPod has done very well and has impacted Windows quite a bit. I think this move to Intel could also mean Apple allowing folks like Dell to license their OS as an extension of their iTunes strategy. Instead of just pushing iTunes, they can push OS X. Afterall, the person just spent $300 on a new iPod, why not just give them the OS too at a large discount (or free). Just a thought ;)