He has an interesting vision of information appliances, each well-designed for a specific purpose. Unfortunately, I think he is vastly underestimating the infrastructure necessary to bring them into existence. He hand-waves and presupposes a universal message protocol for all information appliances to communicate, which he acknowledges is absolutely necessary for them to be useful. He flames about the unforeseen interactions between software on the PC, but doesn't acknowledge that interactions between separately designed appliances could be far worse.
Regardless, I think he has some good ideas. In particular, he emphasizes the need to have incentives match company goals. If a two divisions of a company are competing for the same bonus pool, then they have no incentive to cooperate since success for one means less bonuses for the other; in fact, he claims it's often easier for a division to cooperate with another company than with another division within the same company. Designers have no incentive to make a product user-friendly since the added technical support burden will not affect their budget. Good points, and something to be aware of in any company.