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IBM signs juicy hardware + software contacts with large corporations and government around the globe. They don't have a (serious) mobile offering, something their customers are asking for more and more every day to be thrown into deals and EULAs. So now the IBM salesman will have a very sexy Apple brochure in the briefcase to show around. Apple taps into a large, high margin market where 200, 000 devices deals will not be uncommon and without doing much really, no new stores, no new salespeople. The technology behind this is minimal, some security improvements, maybe a Tivoli or Rational plugin. No real disruption here, people, just lots of cash.

Right now, if you are an enterprise who is going to give every employee or retail store a device for some reason, you often go Android since it is so much cheaper and can be customized more than slapping a sled with a bar code scanner and a battery on it. This helps make Apple more competitive in the B2B arena. Traditionally they have been good just at getting to consumers.

I think Apple will get to sell a lot more devices without too much effort as the "more than 100 industry-specific applications that will run on the iPhone and iPad" will drive sales. Perhaps not as sexy as an iWatch but it could be pretty profitable.