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By the definition he's using, nearly 100% of people "connect to the internet" using non-browser based applications, if you count e-mail, and by his definition there's no reason not to count e-mail.
If you want to talk about standards-based Web site creation for people using PDAs, we might do well to have some stats on how many people are using PDAs for Web site browsing, and what types of sites they want to access using their PDA. But I can't say I'm particularly worried about making sites that I work on accessible to AOL Instant Messenger.
It is a very simple email interface, and if it would not use frames I could read and reply to email using most standard mobiles.
What I'm tryign to say is that most of the services REALLY interesting to mobile users (i.e. NOT major multimedial websites) could be made accessible with a few simple measures.
And I think that is what Nielsen is trying to preach.
SN