I agree with both of you...
Its adding to the way google operate their keyword to domain analysis and payment on parked domains.
It seems that Google don't appear to trust new owners or think the likes of drop catchers with large porfolios of domains will pick them up in the hope of profiting on them.
The purification of the search process is not a bad thing provided that the generic term with appropriate content is ranked highest. The problem arises when search manipulation or even worse for example someone buying music.com and sticks shed loads of finance stuff on occurs
I know its alot more complecated than that. It wouldn't surprise me if Google are not looking towards the "new" dutch domain model and creating barriers to them and equally to the likes of us and aligning themselves further with corporate advertiers.
As for value, you have to assume that dropped domains no longer have link value and equally purchasing an old domain, Google will watch for contents change.