Having seen him give his spiel at Rice University a few years ago, I came away from it with thoughts nearly identical to the original letter. Your comment here fits the tone he used when responding to the few questions that were allowed at the talk I saw (if memory serves, he went over time and so Q&A was abbreviated).
His strongest points discussed the indoctrination of children into using only proprietary software while in schools. He avoided a conspiratorial tone and set up his case very well. I was impressed, but also disappointed when he didn't expand on it for very long, at least when compared to the topics laden with more hyperbolic rhetoric.