What do you think about their PowerMac G's? You think they'll opt for AMD Opteron, or Dual Pentium D's? I've never heard of a motherboard that holds two Pentium D's, so I think they'll go for the server procs... Intel's Xeon or AMD's Opteron... and Opteron's dual core.
Conroe is the new design coming out later this year for the desktop. Merom is the mobility version of Conroe. Don't expect AMD in Macs; Apple is now an Intel shop and, in addition, nothing AMD has now or in their pipeline is even in the same class as Core Duo and certainly not Merom or Conroe.