As for Apple moving into the x86 OS market, why is it an obvious move? Apple's major market is in their hardware, they have a monopoly on the fact that to run their OS and apps such as Final Cut Pro, you need an Apple to do so. Their hardware is also, to be blunt, overpriced. Why would they give up this monopoly by letting people install their OS / Apps on generic hardware?
You see, this causes a number of problems.
Who would buy an expensive Apple if they can run the same software on an El Cheapo eMachines?
Existing Mac owners would feel ripped off knowing they paid a premium for hardware that is equal in performance to some Dell that was considerably cheaper.
All of a sudden Apple would have a lot of disillusioned customers.
Apple rely on their hardware, it's unlikely they would make it just as a software vendor. MS have too strong a foothold, they make the most of their money from the large PC vendors (Dell, Gateway, etc, etc) and if Apple tried approaching any of these companies to start bundling OSX instead of WinXP, MS would just exert pressure on the venor in the form of increasing license costs / threatening to not sell them their OS, etc.
See this for example;
http://www.theregister.co.uk/2004/0..._windows_money/