Basically, the guy has a very weak argument. "Apple released 3 revolutionary products (iPod, iPhone and iPad), and stopped there. The iPad Mini is not revolutionary, so that's why the lost the lead". Suuuuuuure... After all, we all know what Apple is cooking and planning for release in the next couple of months, right?
And, get this, in the same interview, the guy praises Apple for being the #1 desirable brand for the Christmas season, with 46% of the votes, with the second (unnamed) place in the 10% region.
alexandre