You are correct, and I can only guess as to why he would not mention that. Probably A) he considers their market share and likelihood to increase to be very small, no matter how correct that may or may not be or B) he only listed operating systems that were available on the retail market.
My guess would continue that it is probably B, and as *BSD is without a significant x-tier support structure from anywhere (unless you or someone knows of one) he doesn't actually consider them much of a competitor to the high end business or government customers that Sun currently supports.
And also, a possible C) since remember Sun is trying to walk a fine line of being pro-"open source" as well as offer proprietary solutions, so they probably are purposefully avoiding criticisms of all things open source. Interested in your perspective, if you have time.