Literally-speaking, he *is* right; MS will never dominate mobile devices the way they dominate desktops.
They'll find *new* ways to get there. 8)
If we look at what non-MS OS vendors are *doing* instead of what they're saying, it is easy to see the long-term mobile OS market becoming a classic 80-20 market with two camps; Windows/.net and Java-on-Linux.
Both offer a standard component-based coding platform and robust multi-threading kernel. The difference is the MS solutions are coherent, cohesive, and nicely integrated top to bottom and JOL is a cut-n-paste-and-debug-like-heck toolkit, hence the 4-to-1 skew-to-come.
Plus, WM is here now and on the ascendancy and the JOL packs are still about 2 years away.
Palm OS, is at this point, like Symbian, a legacy environment suitable for short-term use but not for long-term commitment.
$0.02.