They have a great hardware product, but they've been shut off from businesses and consumers who want to run PC programs, and now they have the software that will allow that.
It's a huge departure. It's a big deal. But it's tied to their business model: Apple is a hardware company.
In order for this to have any value, someone has to link it into a business application, so they've got a big delivery challenge. They've got to convince developers to build front ends, convince their partners to take on the challenge.