I think people have just become so used to a software-driven world, that they don't know how to interpret the actions of a hardware company that isn't reliant on someone else to make their software for them.
The interesting thing is that every other mobile OS maker right now is doing exactly the same thing. You want to sell apps for the Android? You use Google's SDK and you sell them in Google's app store. Palm? Same thing. RIM? Same. Microsoft? Err... Well they're kind of in limbo right now, but we'll see how things play out if they ever get back in the game. Hopefully, they do.
Edit: Also, of note...
Quote:
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To build the Android source files, you will need to use Linux or Mac OS. Building under Windows is not currently supported.
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http://source.android.com/download