He had some good points. The Chrome/Android split I agree with him on - not sure what Google is doing there - but I wouldn't bet on it being a long-term mistake like Ballmer is doing. He also continues touting Windows and the Windows Mobile platform. That's obvious, but what are they actually doing to innovate or compete? He just talks about attack vectors to the behemoth that is Microsoft. I still think that Ballmer just fundamentally does not "get it".
There's probably not much "reason" behind the Chrome/Android split. It's likely that they were both once someone's 20% project, and simply bubbled up through different portions of the infrastructure.
Despite Ballmer's attempts at FUD[1] until we see the source code we don't know that Chrome OS is entirely different from Android. They both use the Linux kernel and Chrome OS's new window manager just might be inspired by Android's window manager. Eric Schmidt himself said:
> “There’s a great deal of commonality,” Schmidt said. “Eventually they may merge even closer.”
[1] "I think that’s a little tougher for them now because they basically tell the hardware community Android is dead, Chrome is the thing or maybe Chrome isn’t the thing. Maybe it is Android. The cacophony there is probably helpful to us in the grand scheme of things and I don’t know why they would have chosen to do it, at least the way you read the press. It probably has a lot to do with internal squabbles, but I just don’t know."