Ballmer Finally Addresses Android, Shoots It Down

Steve Ballmer addressed Android yesterday for the first time, claiming it as non-threatening and financially unsound.
He feels Google is getting too late a start into the mobile arena, which combined with no revenue model makes it prone to fail.
He also feels like mobile search will become much more important in the coming years, and carriers may be charging Google to use Android to carry their search on the standard Android deck or UI.
This sounds like a competitor speaking, and although it makes sense, I have a hard time believeing it.