The article describes MS and OSes, Vista particularly, but touches on what the different components of a system do: the OS, the applications, the hardware. The network. Netscape and Java as threats to the shrinkwrap moat Microsoft had built.
Too: if SW is your value proposition, what could /possibly/ be more threatening than the concept of Free Software.
There are two ways to control a river: one is to dam it. The other is to steal it. Diverting flows can be far more powerful.