Put your tinfoil hat on!
I've been reviewing some excellent OS X commentary (Best analyses on Apple's MacTel switch), and I think this is ultimately all about Palladium. Apple wouldn't have switched if the G5 had worked as intended, but I think Palladium was a big factor in why IBM couldn't justify investing further in the non-Intel personal computer marketplace. More in the above link, where I add my comments as an update to the initial post.
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