Is Broadband Microsoft's Biggest Threat?

Is the expanding adoption of broadband Microsoft's biggest Threat? Mike Thinks so:

More users than ever use broadband connections at home these days. Though it will take time, these connections will do nothing but get faster. With companies figuring out seemingly every day how to cram more information down the same pipes, and new options like fixed wireless and fiber to the door becoming available, connectivity options for the average consumer are ever-expanding, and with them, the speeds available.

This spells the doom of the modern computer, and the modern operating system as we know it

Read the rest. Hat tip to Slashdot.