I would assume that MeeGo will be part of the "Extra investment to innovate new technologies", but who knows.
I'd assume that they are not rolling over in front of Ballmer, and that probably MeeGo will be some sort of plan b in the future. But the union steward guy said during the last night's panel discussion that if NoWin-phones are a failure it will be really hard to bring people back to Symbian or MeeGo, since Elop described them as failure already.
Nokia is practically saying that they'll bring out one product and after that there might be no future with MeeGo at all.