He makes a legit point, and he even raises the "Microsoft Monoculture" issue, asking why the folks alarmed about MSFT aren't alarmed by GOOG. I think they (and we) should be alarmed.
Nevertheless, where are all the people, pundits, piemen and PR flacks that arose back when Dan Geer et al raised that monoculture issue? Whenever someone seriously raises a software monoculture as an issue, The Big Guns come out to discredit that someone, and to dismiss the issue. Where are the pundits now?