They're activating 100,000+ Android phones a day and it's FREAKING GOOGLE!!! They can cough up search results in a fraction of a second to millions of simultaneous users and you believe that 20K (or whatever) EVO buyers rushing to download Layar and K9 Mail are going to bring it down?
To quote Bruce Willis in Sin City, "And after I pull off that miracle, maybe I'll go punch out God."