I think the question boils down to this -- will it come from the iTouch route, wherein you can only technically get software on it via the App Store? Or is it going to be a "real" mac, with a CD drive? I.E. is it going to be the main computer, or an accessory? The iTouch -- although it has a variant of the same operating system -- is conceptually an accessory.
I'm thinking I should probably read that engadget/gizmodo/whatever article, it probably approaches all these questions.