You're mixing marketing with product strategy.
From a marketing perspective they have to show why their products are superior. From a product strategy perspective, they go their own way. They make some seriously boneheaded decisions that have no bearing on what the competition is doing right.
Let's remember: The cult of Apple is driven by the fact that their employees believe that their leader is a visionary and he as such, he is the only example to follow. So if iSteve says 256mb of RAM, they'll build it with 256mb of RAM. Historically those that have questioned the dictator get fired.
The jabs at Android, RIM, etc. in today's presentation are laced with truth. Last I checked, I still have 16 apps in the Android Market for tablets. There are more than 16 available, and I'm still waiting for Google to acknowledge that themselves. How wrong is that?