Right now the answer to the question posed by the title is probably "macro" in nature.  In general, Apple continues to run on all cyclinders.  Mountain Lion looks and feels great, Tim has made the right moves in terms of consolidation and distribution (always a strength of his), and he even threw a bone to the "Pro" crowd when they were disappointed with the latest quasi-update of the Mac Pro by assuring them (as Steve never would have) that great things are coming down the line.  The Pro set will not be abandoned.  

 

Longer term, Apple needs to keep its eye on the lovely marriage of form and function, their greatest strength and the legacy of Steve and and the ongoing progeny of Ive.  Things have gotten so good these days that platform agnosticism is no longer a dull metaphor.  That will be a challenge for both Cupertino and Redmond.  The consumer benefits.