Yes, we've discussed several times before that the future of Sony is very likely to learn to see hardware, software and services are essential pieces of ONE puzzle. If they can't manage to get good synergies going from these three, then they may as well split everything up.
I also have a few general problems though - investors are only interested in maximising profit, not longevity. Taking a law firm, that typically has several sections in the company devoted to different types of work: tax-related, job-related, merger and acquisitions, etc. Depending on economic conditions, one of these can have a really bad couple of years and lose money, but then the other departments will do realy well, and vice versa. This allows a long and stable company, whereas investors probably prefer having stock in just the part that does well, and then sell everything when they see an economic shift and invest in the other.
I think Sony got the message a while ago - the current leadership does understand the modern market, and we're now just waiting to see if it works out in time. Tough decisions may still have to be made, but separating components makes as much sense as simply requiring them to be profitable or shutting them down/selling them off.