Good business plan - excluding a significant portion of people from purchasing Lion. Great way for user adoption up to Lion :-\ Great user experience from Apple. The first OS that requires a fast internet connection for no apparent reason.
In 2011, adequately fast internet connection still isn't available everywhere.
neither is UPS, FedEx, or an Apple Store. You can't cater to everyone man.
What do you do about the people that don't have internet at all? How will they activate their copy? Now create a special phone in line to cater to those people as well?