I don't buy this at all. Apple has always been a hardware and software company with a very specific philosophy about user experience being everything. The digital music revolution gave Steve Jobs the opening to create the iPod that basically resurrected the company. That ply has been extended into phones and mobile computing. Google is (from a revenue perspective) a search and advertising company. Their business mode…
The only reason kids now days buy Blackberrys over iPhones is because Blackberry has BBM, a chat feature they want.
In terms of market share, this could attack the same user as the Sidekick did years ago. The ultimate messaging and social device.