Don't bet on Apple invading existing partnerships
Let me say first, I would love to see Apple's attempt at a browser, given their recent triump of iPhoto, on the heals of iTunes.
That said, Apple needs friends. Why would Apple make a PDA when Palm is giving time during the Keynow of MWSF? Same defense as to why Apple would assault the market space of Netscape, Mozilla, and IE when they all support Apple?
Apple is smartly befriending where they should and taking on a market head on, such as the MP3 players, with products that are next generation (iPod).