Yeah, you're definitely right. Although the lack of ubiquity is still a problem -- especially if iOS devices stay flat in terms of marketshare. iOS owners will have to tether everything into their iPhone. People with the other clouds will have first class support of their cloud data with whatever device they use.
Yeah, those two things are not entirely unrelated. Making having an iPhone with you everywhere really useful will also depend to some extent on how good you can collaborate and share with other people.
You shouldn’t forget that connection but I also wouldn’t exaggerate it. Also, iOS still has a sizable market share, maybe more than the Mac ever had? That helps, too.
