Besides the idiotic stab at Nintendo, I'm surprised to say that I actually agree with him.
Microsoft has traditionally been a largely PC-oriented company, with Office, Windows, and IE being their bread and butter. Now that territory is being encroached on on all fronts--losing the home computer/OS market to Apple in a big way, Google is smoking them in the search engine realm and taking some of Office with it--hell, even Ubuntu's making a decent stand.
By branching out into gaming, music, and 'etc.' areas like the Microsoft Surface, they're broadening their horizons and making damn sure they keep mindshare and marketshare in the midst of all this pummeling.