Earlier quoted context omitted.
Why would Google be delighted? Because they have the "low end" wrapped up and make little profit margin?
Because Apple's mentioning their product in the same breath as iPad. It strongly argues that Apple is financially/strategically concerned enough with that form factor to risk mentioning the existence of competition. I'm not sure why, given the sales of the "mini" form factor. I kind of suspect they're more concerned with positioning themselves against jumbo phones, which -are- selling in volume and have already invit…
I don't know if this is necessarily the right conclusion.