The one thing I really don't get about this type of article is the predictions based on a management team that isn't at the company. Apple's current management team was behind the iPod strategy and inherited an already niche market with the Macintosh. I don't look to the actions of Thomas Edison to determine what GE next strategy will be.
With the iPod they started with a "high" price and introduced models that filled in the low-end. They also built and ecosystem around it.
Also, this "there-can-be-only-one" crud doesn't really happen in many markets.