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 invited a major design change in the iPhone line.
>>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 don't know if this is necessarily the right conclusion.