I don't know. To me iBeacon only sounds like getting flooded with messages whenever I'm walking through the city, mall, etc. - basically wherever I am. That's definitely not an attractive prospect. At least not for me.
Morgan Stanley's prediction of only $17.5B was below the Street's expectation of at least $19.7B for the iWatch in 2014, which caused Apple stocks to plummet 17% in the first 10 minutes after the announcement.
Yes, I am using it since years. I know this argument and I now start using iWork 09 again. The problem is: there was no warning. When you open a pages document, its converted into a Pages 5 Document. No (simple) way to get it back into 09. In particular, when things are lost (e.g. formatting). So you are left alone with converted pages documents that are not as they were before. That's no disaster? Believe me, it is. Also, as files are converted, it's not such a good idea...
In the light of the iWork disaster this looks good. I am using iWork since years as only Office suite. I don't think I want to go back to MS Office. I don't want to pay $100 per year. But Apple has to rectify what they have done with iWork, or I might jump ship in a year or so.