[msabalau]

Agreed. Still, it might have been stronger to frame the conversation in terms of resegementation. "For users who want X we will have the best phone, and this will mean that we can grow and build as the third largest platform."

[corry]

Good point about re-segmentation. They have to define the category in which they compete such that they are #1 (classic '22 Immutable Laws of Marketing').

Part of the problem in the "we're aiming for #3" statement is that it's not clear what is being measured. Profits/margin? Product leadership? Handsets shipped?