|Image: Flickr Via Dakiny|
While it is nice to be able to edit iWork projects from any of iOS/OS X device, there is no collaborative editing feature. Six people on an assortment of iDevices can't work together.
2. Browser vs. Desktop
Apple continues to develop software that is dependent upon the hardware on which it runs. iLife and iWork will become increasingly more complex and require increasingly more powerful Apple hardware (desktops, laptops, and mobile devices) to run them. This in turn, will requires a significant financial investment.
Google has taken a different approach by placing its focus on the web browser. Web browsers are free and have much less demanding hardware requirements.
Both tactics have their benefits and drawbacks. One isn't superior over the other. Only time will tell which one, if any, will become dominant.
3. User base
Apple's iLife/iWork suite is awesome. I use them all the time. My house has become primarily Mac-centric, however I do also use a Dell Laptop. Most of my extended family is entirely PC as is my school. Microsoft decided that it would launch a Mac version of MS Office which has a considerable user base. I don't foresee Apple doing this....ever.
As a result, Apple will continue to have a relatively small share of the computing market. A very profitable share, but small nonetheless. In today's keynote Steve Jobs happily pointed out the tremendous market penetration of Apple Computers. While it is indeed impressive, Apple can still only claim somewhere between 5-10% of the total personal computer market. The remaining 90-95% is owned by Microsoft.
Getting back to Google...because the market continues to be dominated by Microsoft, it's easier for the majority of consumers to jump on board with Google (which doesn't cost a dime and doesn't require any hardware or software changes) than switch to Mac, as cool as iCloud, iWork, and iLife might be.
I continue to be amazed at the quality of the products that Apple produces. I am eager to give iCloud a try. I'm sure I'll love it. I don't believe, however, that this will have a significant impact on Google nor will I be replacing Google Apps with iCloud.