I think (I'm only guessing) he means this "[L]et's face it, there are a lot of people who don't even own computers now because their iPhone and/or iPad suffices."

To the best of my knowledge you need a computer with iTunes installed to start an iPad at all. A home without any other computer means that your iPad is a flashy paperweight. Also, it's really far too early to tell if the iPad (which is being sold in huge numbers) will replace other things or (as I think Apple hopes) supplement other devices.

Edit: Please notice I say "iPad" above. You respond by talking about the iPhone. They're not the same in this regard, I think. The iPad requires a computer with iTunes to start it initially.

All of that said, I agree that their current model really should change. (Also, the pop-up message in the blog is stunningly obnoxious in wording. It's approaching the "bomb + ok" level of bad.)