It'll be interesting to see if they can extend their wins into a new realm like with their social network - ping. That would be a testament to the firm's brilliance.
I don't think Ping is a major product for them, I'm pretty sure that it's more a feature like Genius playlists or iTunes LP. I might be wrong here, but I don't get the feeling that they're trying to enter social networking as a realm. Just like MobileMe still hasn't been Apples big entry into cloud computing, it's just a nice add-on feature.
Apple got successes because they didn't shun risk. Often they got it right (e.g. the iMac, dropping the floppy, etc...). Others they got it wrong (e.g. the Mac cube, and their adding DVD players instead of CD-RW back when you couldn't have both easily).
But if you don't risk you get nowhere. Sony used to take risks... sadly not so much now (apart from the play station, but they got so burnt with the PS3 that I doubt they'll try again). I miss more gutsy companies.
All this proves is the best strategies and ideas are usually written after the fact. Once something works, it gets celebrated, becomes a best practice, becomes a subject of books, and companies with no interest in creativity assume they can copy them and succeed.