"Slim" unit we've been hearing about. We've got our fingers crossed for the latter options, but the MacBook could certainly use a bit of TLC, so either way it wouldn't be a total loss.
Update: Many people in comments have pointed out quite accurately that this guy really has crap for a track record. He's been particularly off on iPhone numbers in the past, and some even claim he's screwing with Apple stock on purpose. While that's a pretty wild accusation to be slinging around, we'd certainly caution you from placing any hope in this guy's predictions -- ours has certainly been shaken.