"Developers, developers, developers...."
What, you thought he meant just x86? Balmer meant "any that can make M$ more money"! With their recent end-run on the schools just about complete (M$ now gets your children into the M$ habit nice and early, and that means they're more likley to buy Windoze later), M$ is nicely set to maintain their desktop advantage in at least the West for many years to come. Self-assured journos will go on and on about M$ not being the top dog in the mobile market, and M$ will calmly carry on making mega-profits elsewhere. And playing on ARM, Atom and just about every other SoC solution means M$ brings the advantages of that desktop dominance to the sub-PC market. Of all the players only Red Hat and maybe Android seems to offer any real options, even Apple has been reduced to a fanboi toystore.
I'm sure some will blather on about OLPC not being Windoze and Balmer will probably answer that OLPC is going into the type of poverty-stricken environments where desktop OS sales aren't really likely and are unlikley to be for a while. Countries will strive to have proper PCs rather than OLPC just for the sake of appearances, and M$ will be waiting with more "charitable contributions" and "university/school education schemes" to harvest those new and developing economies as they flower.
To all those happilly thinking the Beast is dying, I suggest you take another look.