I agree with him
Actually I think he's right. The problem all these supposedly awesome tablets and smartphones have is the lack of a decent control system -a touch screen might be fine for flinging birds, but it's no good for much else. Tried playing Dead Space on an Iphone? It's shite, mainly because your fingers have to cover the screen, which kind of makes it difficult to see what you're doing. I also find the games tend to be less stable, certainly from my experience of Iphone gaming, the number of crashes makes some games unplayable.
The real test will be whether anyone actually makes some decent games for it. If they were to get franchises like Elder Scrolls, Fallout, Bioshock, Mass Effect and maybe a full featured Gran Turismo (although I wouldn't expect that to arrive anytime before the colonisation of Mars in a few hundred years) I could see it being a success. Portable Elder Scrolls on a system poweful enough to run it equivalent to Oblivion on a home system would be like video game crack. You can keep your Angry Birds, thanks. I prefer proper games.