A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, ... Why ruin something that's doing well?
We believe this would be a successful strategy, given the type of content and markets Apple has had success in.
I think they had to reset the expectations a bit. I'm not particularly surprised, and the market will probably show some negative reaction.
Both Apple and Creative are doing well and it is not necessarily at the expense of each other. It's not a zero-sum game. This is a good market to be in.