Apple's Chief Operating Officer Tim Cook spoke at the Goldman Sachs Technology and Internet Conference 2010 today, and Apple provided a link for us to listen in to.
Overall, Cook came off extremely well. He talked about the iPhone, iPod touch, and iPad extensively as well as their iTunes content, app ecosystem, and carrier partners. His key points included Apple saying "no" to good ideas that distract focus from the great ideas they say "yes" to, innovation being driven by their people, and their single-minded goal of making the best products in the world. That was "Apple's magic", and like a lot of magic its simplicity and obviousness are likely what keeps it a secret.
Longer form highlights after the break!