Software.

Sure, everyone wants new devices, and new devices are a key part of Apple’s ecology, but devices without software (apps) are meaningless. Take Windows Phone… please.

OK, so some people are talking about OS X Yosemite and iTunes 12 being unveiled tomorrow. Sure, that’s software, but we’ve heard all about Yosemite at WWDC in June, and iTunes will get a new coat of paint but otherwise won’t be significantly different.

I’m talking about major software changes. What am I talking about?

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