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Apologies in advance for these Apple reckons. But: It's a pretty safe bet they have a touchable version of OS X in the works.
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(probably fused with iOS?) I bet it's taking longer than planned to get it up to snuff. That's why the delay on the refresh.
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I wonder if there were desktops planned for this last event, but pulled because it'd be clearly inferior to surface stuff?
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This also echoes trends in mobile OS UI design, where Apple has been playing catchup for years (hardware is a different story)