Pure Speculation...
I think Steve/Apple wants to do something that exploits MutliTouch.
MT, properly implemented, can change the way we (people) interface with a whole range of devices (computers, AV gear, appliances, vending machines, kiosks)... yea, the world.
If they have the patents and the two year lead over competitors, then the time to do it is ASAP.
They could "transition" to MT in several ways:
1) add MT capability to all displays as each product is refreshed: iMacs and New Apple Displays (would be the first candidates)
This would be MT Display input in addition to (not as a replacement for) keyboards, touchpads, graphic input tablets.
2) Rework the iLife, iWork apps and other OS X Apps (Safari, iTunes, Pro apps) to take advantage of (and create a need for) MT.
3) Introduce new devices that use MT:
--an ultraportable (palmtop) computer
--a universal remote control.
--a Home Security Appliance Monitor & control
--a light table
--input reader/scanner for images, documents (text recognition), handwriting, fingerprints, barcodes, etc.
4) Update iPods to use MT
5) Introduce MT replacements for standard input devices:
-- infinitely programmable (blank slate) keyboard
-- MT graphics tablet with pressure sensitivity & fine resolution
-- low-cost OEM touchpads for kiosks, vehicles (AV, GPS Navigation)
Can you visualize the time in the not-too-distant future when (almost) anything we want to interface is done thru MT....
--say an AV equalizer that is customized to however many parameters we want to control
--a piano keyboard that you can customize to fit the size of your hands.
--a gaming device with an infinite number of knobs/buttons etc. that are tailored to the game and the user
--an AV remote (maybe an iPhone) that allows you to surf, schedule, control watch/listen to any media available to you (private collection, iTMS, web)
There are so many uses for the MT technology... and anyone can and will use it (from 1 year old to a non-techie grandma)
MT can become the UUI (Universal User Interface).
However, and this is key...
I do not believe that only Apple can think of and satisfy all the potential uses of MT. Apple needs to find a way to package, implement and license the MT technology.
my 2.5 sense