[CodeWriter23]

PA, Intrinsity wasn't front of mind for me. My point is, Apple has proven they can buy their way into vertical integration, let's look at the history.

68K -> PowerPC, practically seamless

Mac OS 9 -> BSD / OS X with excellent backward compatibility

PowerPC -> x86

x86 -> ARM

Each major transition, biting off orders of magnitude more complexity of integration. Looking at this continuum, the next logical vertical integration step for Apple is fabrication. The only question in my mind, does Tim have the guts to take that risk.