Definitely agree with him. Nintendo has decided it was unwise to continue to compete in the home console space, so they played to their strengths. Focused on handheld gaming, but added a play at home function if you wish. Nintendo will be for those wanting to play on the go with a decently powered HH. While Sony will be for gaming at home with a as much power as you can get for a $399 launch price.
I do see myself picking up a Switch, but I can't justify paying more than $200 for one. So, I'll probably have to wait a few years.