Copy pasting from one of my previous comments.
I'm tired of these kinds of statements. The golden rule is that companies' employee publicly have to put down their competitors' new strategies. Imagine if Balmer said the iPad is great it's going to kill us, or if Jobs said 7" tablets are good but we'll make only in two years, so wait for us to make it. Or even Andy Rubin saying that Android UI is laggy compared to iOS, fix coming in 18 months. All of them(except maybe Jobs) would be summarily fired or atleast will be forced to recant their statements immediately on threat of being fired. It's almost part of their job to publicly mock their competitors, or their shareholders will dump the stock.
Privately they could be pissing in their pants about their competition, but you almost never hear about that except after maybe 5 years from unnamed sources. Care to think for a moment why?
The more puzzling thing to me is, why do so many otherwise smart people actually think that these people publicly say what they really believe and really believe what they publicly say?