Macworld's Jason Snell has an interview with Apple executives Phil Schiller, Craig Federighi, and Bud Tribble about the 30 years of the Mac (Tribble was part of the original Macintosh team). It's a great interview, and this part about convergence of OS X and iOS stood out to me:
The reason OS X has a different interface than iOS isn’t because one came after the other or because this one’s old and this one’s new,” Federighi said. Instead, it’s because using a mouse and keyboard just isn’t the same as tapping with your finger. “This device,” Federighi said, pointing at a MacBook Air screen, “has been honed over 30 years to be optimal” for keyboards and mice. Schiller and Federighi both made clear that Apple believes that competitors who try to attach a touchscreen to a PC or a clamshell keyboard onto a tablet are barking up the wrong tree.
“It’s obvious and easy enough to slap a touchscreen on a piece of hardware, but is that a good experience?” Federighi said. “We believe, no.
Later in the article, Snell included other quotes by Federighi and Schiller about how each device in Apple's lineup fills a specific role. The message is clear, but I'm sure that it still won't convince analysts to better understand the company they're covering.