He doesn't need to be there... this is a competitive environment and if it costs Nokia's competitors FAR less to do better, then there is a failing. THAT is what it appears to me that Bernard pointed out. This isn't voodoo speculation, it's not black-box calculating and it's not really all that mysterious or odd for someone to point out that it shouldn't cost that much if many of Nokia's competitors are doing better, faster and cheaper work... then extending that into the speculative, but cognizant "they should be able to better, faster and cheaper with this too" comment.