Specifically, the big point I thought interesting: at the moment ebooks seem to have a pretty small demand which falls off fast, so they sell more like limited editions than mass-market. This might make it difficult to justify releasing to ebook without higher prices.

(I don't have a strong opinion on who's right or wrong here, as I can argue it from both sides. But I'll admit I generally sympathize more with authors than anyone on this, and they seem to have the least amount of control in the publishing process.)

Well he is being pretty misleading about the issues surrounding price fixing. Yes with physical goods it causes shortages and surpluses, but with eBooks the entire argument is bull. The amount supplied is exactly equal to the amount demanded in eBooks, and the only relevant issue is whether the publisher makes back the initial costs. Pretending ebooks fit into the same category as rivalrous products is dishonest.