Once I spent time with people they got more friendly and open. Yet if you do get a good conversation going you can expect the managers at the table to hang out of it. The managers always watch their words. Likewise if you talk to a random person in the cafeteria they will toe the party line.
In contrast one is safe to criticize Microsoft products provided they have been dropped or replaced. No love is shown for Windows Mobile or the Kin.
When you do criticize current practices/products in public there was an unwritten rule that one should always reference the competition. No one calls it out in words like "We can do better!", "This is user hostile!", "We're being to greedy by doing X!". Instead it is "We should focus on X because our competitor is going well on Y". Also "competitor" is always left non-specific, just like it is in your quote.
As such considering Ray Ozzie's former high org chart position I must congratulate him on saying as much as he did.