I read that one differently. His presentation style was not as well developed as later, but setting that aside I doubt he had a grand plan. What he appeared to have is a point of view that without developers Apple was going to die no matter what else they did, and without more compelling hardware it also wouldn't matter what else they did. He knew that Apple's leverage with the big vendors (Adobe, MS) was limited, so my guess is he was at the point of this talk fishing around trying to figure out how to hustle the company out of that situation. He knew that the current product line was very poor and not making them money. The $150M MS deal was masterful. The product simplification was necessary. But you can see the fishing around, they talked about licensing, supporting Intel, enterprise app dev and server infrastructure, all kinds of random stuff. So I don't attribute any grand plan, just a really specific view on what Apple's problem was and a lot of hustling to try to solve them.