There is pretty much nothing Apple can do to counter Android. Android is free, and doesn't bundle with hardware. So, Android will just grow like Microsoft did, because all the hardware makers will get on Android. So it's basically:
Apple vs Google+World
The only thing Apple can do is to keep improving itself. Or, I am guessing, Apple may want to enter the advertising market.
Apple's hardware can push ads through iAd to make more money. But with Yahoo's property as an extra, iAd all of a sudden has enough advertising value to justify itself. Without Yahoo properties, iAd is a much smaller network.