I'm not sure I agree with the OP. When there is real competitive advantage in some newish layer of the tech stack, you will see incredible diversity. When the advantage moves on to other parts of the stack (eg applications, the web, etc), the older layers standardize and homogenize.
Today, in 2009, neither I nor my mom give two shits what OS we're using 70% of the time because our work is done inside a browser. I run WinXP in a virtual machine on my Mac. At least once a day I catch myself using the browser inside the Windows instance without realizing it.
We didn't use to have a standard for sharing information. If you wanted to share a file, you had to have the exact same hardware and software. That is what led us to the local minima that is PCs running DOS/Windows.
Now, however, we have a well accepted standard. If you can have a good TCP/IP stack and run a browser, you're golden. With just these two things you can be productive on any operating system.
So now, the fact that the OS is the last thing that you consider, might just free manufacturers to come up with their own designs.
That does however leave one crucial thing out, which might just kill Gruber's argument: games.
Many many happy memories of those times
[Edit: thinking about it now, the one thing that was missing was one-upmanship. I don't remember any comparison between machines for the purposes of deciding which was 'better'. We were just happy to have something; didn't matter what brand it was]
I cannot express in words how sad that makes me. I've heard older programmers talk fondly about the BeOS, the classic MacOS, Amiga Workbench (IIRC), NeXtStep and even Win3.1. Even older programmers talk about computers built by Tandy and the BBC, and the legendary machines built by Atari and Commodore. I cannot help but feel that I've missed something. I salute Gruber for making the point I have been trying to make for a long time now.
I've grown up in a world where we have only two major families of operating systems[1]: Windows and UNIX. That makes me a sad panda :(
Even though I hate the flimsy machines Dell make, I would love to try out the DellOS, if they ever decide to build one.
[1] I'm only talking about the desktop space here.