It could be Adobe. They've dumped Flash. They've embracing the iPad and released some truly innovative apps. Despite the historical rift between them and Apple, their tools are still the go-to suite for virtually every app created for iOS, and a strong contender when users seek alternatives to Apple's offerings like the Final Cut Pro X thing. Then there's this:

"I'm dying to do a blog on ADBE stock but can't do so now (we're in a quiet period). Maybe Monday, after earnings."

https://twitter.com/#!/kasthomas/status/180773095903207425

And the tweet right before that one:

"AAPL still cheap at $585. If you believe in next year's earnings == $50/share and a P/E multiple of 15, the stock should be at 750."

https://twitter.com/#!/kasthomas/status/180772911911682048

If they bought Adobe, then the enterprise marketing at Apple would really be in for a change (Adobe has some big enterprise offerings). AMD / ATI is easily in their range.

Adobe have been actively downsizing their enterprise offerings and refocusing on media.

“Adobe has made a decisive choice to move away from traditional enterprise software markets and to focus on digital marketing and media. It will also shift aggressively to a cloud delivery model. These moves follow an August 2011 message to customers that Adobe would no longer update LiveCycle Content Services ES2. These actions signal that LiveCycle Process Management ES2 and LiveCycle Content Services ES2 are no longer important to the company’s strategic direction.” http://www.gartner.com/id=1850714