He was referring to new Samsung Android tablets cannibalizing older ones, but let's take that comment even further. The first tablet demonstrating Windows 8 at Mobile World Congress was a Samsung one. Sure, Samsung is playing the field, and they've made Windows tablets before. However, it only goes to show that if you're not the one vertically integrating software and hardware, it's a free-for-all as far as where tablet hardware might evolve next.
The iPad isn't going anywhere: it has huge popularity, a massive app catalog, and dominating market share going for it. However, that spot at #2 seems wide open. Android tablets have been far from compelling thus far, leaving the doorway open for Windows 8 tablets to stake a claim that no other Windows tablets have previously been able to capture. However, for Windows 8 to succeed as a true iPad competitor and bury Android tablets, the battle will have to be fought on several fronts: