This week Peter was interviewed by Jim Middleton on Australia Network about Apple after Steve Jobs.
His thesis was that Apple will be fine for the next 3-5 years due to the long product pipeline and the "what would Steve do?" effect.
The biggest risk going forward is that no-one will have the guts to kill good, but not good enough, products and the brand will ultimately be tarnished.
The interview is in the Australia Network archive titled "Jobs Loss".