I'm sure even Apple uses google docs. They should seriously be working with Google not competing against them.
There
is a market for people who despise privacy completely and want nothing more than to sign their lives over to whatever the latest shallow social networking anti-community is currently in vogue. You're assuming Apple is going after that audience. If you're right, look for iPhone OS 4.0 to have similar features to the Motorola interface on Android with regards to display of messages and social network integration. I think and hope you're wrong, however.
Anyway, that market is truly better served by what amounts to glorified messaging phones, not smartphones. The applications don't require the horsepower or interface, and the people who use them usually have seperate devices for games and media. A good portion are minors on pre-paid carriers, and thus are not going to be getting subsidized handsets. Look for Android to turn more and more into a glorified Sidekick, as the developers start to go back to their instincts.
Apple owns the consumer spectrum as of current, but won't forever even if they
do maintain a significant hardware and software lead. They only have so much extra market they can actually squeeze from there. They need to get into business.
And a lot of corporations, particularly small businesses, are simply not going to buy into the cloud in the next few decades. Some never will. Google Wave isn't the future for everyone, probably not even most people. In fifty years there will still be people attaching spreadsheets to e-mails. And that isn't a bad thing, unless you're Google.
It will get cheaper for providers like Google to get bigger and bigger, but it will simultaneously get cheaper (and in some cases, possible) for small organizations to establish their own private networks on higher levels.
This is, coincidentally, one of the few extant and significant advantages of Blackberry's platform. Say all the nasty things you will about BES (and there's plenty to say), but it's going to be responsible for the slow adoption rate of cloud services/applications. Corporations are conservative for a reason. Bleeding edges sometimes have blood-borne diseases.
But back to Apple. Relying on Google, an entity that is only shoving its way into the mobile OS sphere to create a slicker platform to deliver ads and generate demo data, is an unwise idea. Even if it would be of short-term assistance to build their devices upon the sand of Google's temporary goodwill, there's always chances of tsunamis.
MobileMe sucks, but it shouldn't have to. If Apple starts going cloud, it's in their best interest to either do it themselves or at least do it outside of the sphere of Google. And to do it on all their platforms, from iPhone, (speculative) tablet, desktop/portable OS X, and OS X Server.