Don't wanna be a Debbie-downer, but considering the fact that EA has pulled its games from the Market recently, I'll believe it when I see it. Notice that the CEO implied that EA wouldn't distribute games through the Market while the Market is in its current state (an incoherent, loosely organized, spam-infected mess). So unless Google is planning to overhaul the Market with Android 3.0 ("Gingerbread"), I would expect EA to adopt a distribution model similar to that of Gameloft if it really does plan on supporting Android. As a matter of fact, EA has a mobile games site similar to Gameloft's, just not quite as polished....
Again, I'll believe it when I can legally download "Need For Speed: Shift" and "Reckless Racing." Until then, it's just talk...