I would argue that this solves a problem which doesn't exist, how about you?
If they can add more features to this, like pinned comment notes on a web page, they can find a demand from web designers as well.
it's a way to virtually stand at someone else's monitor and point at stuff.
1. why just highlight? why not a basic set of drawing tools? (solve the screenshot issue. i'd rater go to a url than get a giant html email.) ...hell, animated overlays, watch me gesture with a mouse... getting into screen capture apps, i know.
2. gotta work better in IE. i could see this being popular in a business/corporate setting, but you are largely dealing with IE there.
neat idea.