Microsoft to be third Transitive customer?

I woke up to late to the Internet today, and everybody is talking about Apple's inminent switch to Intel hardware. I read a few articles about it, and the rumor is that the main reason is the DRM hardware support included in upcomming Pentium D processors. Fascinating. I wonder how is this related to Paladium. They also mention future video iPods, which Apple has hinted int the past were a terrible idea. So, were Apple playing pocker then or is industry journalism too dizzy today? Only time will tell.

Reports also mention Apple will be liscencing Transitive hardware virtualization technology to ease the transtition of Mac OSX applications to the new processor. This company is said to claim that it can run anything on any platform without performance penalties (uh?). Fascinating also.

Even if I my last crystal ball prediction (that Google would buy Skype within a month, more than a month ago) was incorrect or perhaps too much ahead of time, I will risk again. Transitive says in its site that they have "engaged with six of the world’s largest computer companies", but they can only tell about one, SGI. The also add:

Transitive expects to announce that a second computer OEM will deploy products enabled by its technology during the 1st half of 2005 and that others will deploy QuickTransit before the end of the year. Unfortunately, strict confidentiality obligations prevent us from discussing these relationships in any detail.

So, if the the second would be Apple (to be probably officialy announced today), my guess is that the third and four would be Microsoft and Sony, that would use Transit for XBOX 360 and PlayStation 3 respectively. Let's wait an see what happens.