Are they just of the impression that phablets will eat small tablets?
(I should say that of course there is SOME market for larger tablets out there. If they were producing a Nexus 7 and a Nexus 9, that would make more sense. But I thought that both expert consensus and sales were clear: the market for small tablets is much bigger than the market for big tablets. Unless you believe that small tablets are going to get replaced by phablets).