In all fairness, that quote actually tells us nothing. In other words, you can read both ways.
I think that, one, people are reading to much from the home console part (due to rumors, i admit) and second, not seeing that changing the concept of handhelds was part of the phrase.
NX being an handheld with TV-Out functionality is not really changing concepts. Okay, probably for the home console - but in that case it would really mean the death of home consoles for Nintendo.
Personally, i think there's more to the rumors we have been hearing - as in, something is not being told. But i think that changing what the handheld is, is actually something equally important!
Could it be that Nintendo will make a "tablet first and handheld second" or the opposite of that.
Again, i think rumors are far from telling us the whole story (and they have gaps aswell!).
