1. Greater integration between desktop binaries and web apps. Customers can share documents, photos, music etc with automatic synchronization. Apple makes money from MobileMe subscription service (i.e. access fees) and from content creation i.e. you need iWork or iLife products to produce content, but it is free to view. Content creation is still on local hardware because that's what drives hardware sales but also because there is no need to complicate things with managing network connectivity/remote procedure calls.
2. With storage abstracted, as a paying subscriber you can access any of your content on your iPhone/iPod/Apple TV/desktop/laptop. This means you can have your entire iTunes library, video library etc streamed onto your Apple device.
3. TabletMac will be another device that runs on iPhone OS/CocoaTouch API framework. Exclusive content deals means Apple will either allow content providers to target ads to specific Apple customers, or get the MobileMe subscribers to underwrite an ad-free experience. Use App Store as reference revenue model.
4. New iPhone will check all relevant feature sets i.e. better performance, battery life etc.
5. Further tinkering under the hood with OpenCL and Bonjour networking, building upon what was available via Xgrid. Ability to donate spare CPU/GPU cycles from any Apple device so that all computationally-intensive tasks can be sped up just by bringing the device to within wireless network range.
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