I have a bridge in Brooklyn that I'd like to sell him ;).

You're absolutely right, he's just too gullible. I don't think he's taking money from these companies which products he's pushing but to someone else it might look that way.

ANY dev environment that requires you to download and install a runtime before you can run an app is bound for failure. Web apps will be impossible to beat... and they run on anything! You think you'll ever be able to run these RIA on a phone?! Not any time soon.