I imagine whatever they do next will have to do with fixing their users' biggest problem at the moment: AT&T's horrendous network service. An interesting (possibly related?) observation is that Apple has saved up about ~$40B in cash.
I can understand why they won't, but it seems like it would be a good investment for them if they were going to stick with AT&T long-term to invest a couple bil in AT&T's network. Unfortunately since this would benefit other non-Apple devices as well, it will never happen. One can dream though.
