I don`t think that he`s saying anything new to the world of message-based programmers, but since so many of us are component-based programmers, I like how Rocky bridges the component and message-based worlds and points out the downside of component-based programs in an service-oriented world.
I`m also of the mind that the component-based world isn`t even very good for components unless you get to package the components and the apps all at once. For example, in the world I`d like to see plug-in applications like Visual Studio become, where the app and the plug-ins come from different places and version independently, message-based thinking is far more applicable than component-based thinking.