So, 11.6in isn't a real seller for Apple, but 12in iBook, and Powerbook was/is?
True, but whatever happens to one of the three 13" Mac notebooks WILL happen to all, in my opinion. If Apple goes with a 12" display, it will go 12" display in all three models, MBP, MB, and MBA. It makes sense to make one basic size and differentiate NOT on the user's visual or input experience but on performance, weight, thinness, and capabilities... that way Apple can sell the right 13" (12") Mac and NOT have the focus be display size.
We have the separation ONLY in the MBP line, because they're a segment that requires MORE from their Macs. The rest of us will buy a 12" or 13" or 14" Mac without focusing on a small difference in display size.
I believe it is better to expand ALL of the Mac segments, but I don't have to worry about COSTS. Bottom line, it's easier to make three 13" Macs than one 11.6" and one 13" and one 14."
Let's face it, ALL of us will buy an MBA whether Jobs decides to use 12,13,14" displays, but we all might start changing our minds if we hear 11.6" or smaller. It may be a minor difference, but I believe it would have a HUGE impact. People will start thinking their experience is being compromised, and they will want radically discounted prices.
Apple isn't going to cut the prices further. It would be much smarter to raise the prices, and I believe that is what's coming. Apple might use the 128 GB SSD and a 5430 ATI GPU in the low-end MBA and price it at $1699 (GPU counts as $100 upgrade by Apple's standards)... and then add 256 GB SSD version with slightly faster CPU or maybe more RAM for $1999.
If anyone is looking for price cuts or a 128 GB SSD, 4 GB RAM, and more in a low-end MBA for <$1499, they will be disappointed for certain.
I don't believe it would be wise for Apple to introduce an 11.6" and 13" MBAs. This would force Apple to charge less for the smaller display model, and the costs would not be any lower... the customer loses in the end. Now a 15" MBA makes a world of sense to me. I believe a lot of users don't wish to carry around an ancient optical disk and 1.5 lb. 10-hour battery, and they don't need the MBP level of performance, and a thinner, lightweight, 15" display makes a lot of sense.
However, Apple knows what the market bears for it. We are all WISHING for crap because we have niche focused needs/wishes. We are NOT the norm, but we're an exception to the norm. Apple always focuses on COSTS and ensuring the greatest needs fulfillment to the most users who would buy the products.