That statement predicts the growth of the online unit will trump the growth of other units. I believe Ballmer is just too smart for most people to understand and he uses his own language, he doesn't care if others understand he knows that only action is going to prove himself correct.
Might be from subliminal programming in windows itself that flashes on the screen so fast that you don't notice but your subconscious does. I use windows and I am just like him, I use lots of weird analogies that no one appreciates.
'Asked if he thought Google's word processing and spreadsheet applications were good, Ballmer was blunt: "No, I don't."'
He's right, you know.