The other unmentioned thing is how Apple will approach the cloud. That massive data center they're building can't just be for streaming music and video to iTunes customers.

I bet you see iPad evolve into Apple's cloud computing platform while the OSX-based notebooks stay they way they are.

This also has some serious long term problems for Mac OS. What if Apple decides (or has already decided) that the future is closed-architecture cloud computing devices? You'd see OS X (OS XI?) dead before the decade is over.