They have a great hardware product, but they've been shut off from businesses and consumers who want to run PC programs, and now they have the software that will allow that.

This organization is a simple one because the alignment here of all the product groups save one is around markets: around people who write checks, the buyers,

This organizational structure makes it easier to hold executives accountable. The old organizational structure did not.

Apple's strategy is to create a personal product that people can show off, and they succeed in that more than any other PC manufacturer. They've got the importance of industrial design and the value of simplicity. Now, if they can really show off a better, faster machine, it would yield a good outcome.

Apple is fairly consistent in terms of its cycle of early adopters followed by other loyal Mac users.

It's a huge departure. It's a big deal. But it's tied to their business model: Apple is a hardware company.