I guess you are right: VA ST first needs a new, more flexible and modernized base for its GUI stuff, and when this is going to be attacked, Instantiations should have an eye on portability.
Numbers up and down, Instantiations primarily serves large corporate customers and that's currently not a domain of Macs. Large businesses might not be happy if Instantiations concentrated on a mac port which does not help them in their projects.
OTOH, there is the question of growth / Smalltalk newcomers and their preferred platform. I'd say Macs play an important role in that area. For somebody having to pay bills, however, hunting after these is a bit risky. I personally would love to have a Smalltalk environment that allows me to build a real native Mac application and I know no Smalltalk IDE that would help with this (who knows what happens to Ambrai?).
So I guess we are in agreement if we wish for
1. Improvements to Common and Extended Widgets (e.g. backport stuff from Eclispe SWT)
2. Modernization to the GUI elements available (we still have no sorting list containers, and lists and trees still look OS/2ish) and addition of new GUI widgets (a lot has happened since Windows 95)
3. Modernization of the GUI builders, both Composition Editor and WindowBuilder. Best would be if both are merged into one tool, starting by making CE generate pure Smalltalk Code and adding Connections and friends to WB.
4. Always keeping an eye on portability to Linux and Mac OS X, even if both are not primary targets for most existing customers
You can read a few more thoughts on this stuff in a blog post of mine: http://joachimtuchel.wordpress.com/2009/12/01/the-state-of-gui-frameworks-in-todays-smalltalk-ides/
The Mac is surely a beautiful platform and I think being the first native Mac OS X Smalltalk that needs no handstands and prayers to bind to Cocoa for GUIs (no need for NIBs from Interface Builder etc.) would surely be a great sales argument for the respective audience, but for now, it's not Instantiations' main concern.
We (unfortunately) must keep in mind that part of the growth for Macs comes from the fact that thousands of small businesses start working in XCode in order to provide apps for iPhone and iPad, and as long as a Mac Smalltalk is not running on these devices, even these small businesses are NOT potential Smalltalkers
So, yes, I'd like to see a Mac VAST, but first I'd like to see some urgent homework made, and I'd wish for Instantiations to keep an eye on the Mac as an option here, starting by looking into how SWT (which is a child of CommonWidgets) handles portability and works on Cocoa, and adapting as much as possible from that effort to renovate CW.
Instantiations has a lot of knowledge in Eclipse/SWT that can be of help here.
just an opinion,