You make a very good point, but on the flipside I like that he publicly recognises their position and that they need to get back on track. It reassures me that they aren't just hiding from the situation.
True, but it would be a lot better if he was saying this before everyone else in the universe realized they were lagging on innovation. Also, I feel like they're making a mistake by specifically pointing to Apple - they're lagging behind multiple companies in multiple markets.
When you spend all your time talking about one competitor, you're admitting they're beating you. Market leaders don't call our their competitors by name. (See: Coke, Pepsi.)
