Here's a link to the talk:
http://microsoftontheissues.com/cs/blogs/mscorp/pages/steve-ballmer-comment-s-at-democratic-caucus-retreat.aspx
I especially like his reflection about when he and Bill Gates were accounting for every employee and the amount of revenue they were bringing in on little yellow pieces of paper. I'm guessing they were post it notes.
Very good reading for the times we are in!