Windows 8 response?

What direction do you think Apple will take at this point now that Microsoft's integrated OS is looming? Will they finally integrate iOS and OS X into some kind of updated form factor? Will they have a consistent experience across all devices?

Will they do anything at all? Apple can only stand behind its incremental upgrades for a few years more before other OSes (I.E. Jelly Bean on Android, Windows 8, WP8) surpass them completely in terms of specs and features...