I actually think I am getting what CCP are trying to do and I hope they can pull it through.
Regarding the POS rework, I think it is the usual case of everybody agreeing that something is wrong, but the moment you ask people to specify faults and what is missing, nobody agrees. My needs and what I want for improvements for running a POS in high sec are vastly different to zero sec and wormhole space. And as so, the implementation possibilities are also plentiful. A few examples; how should the POS shield work, should POS be located in deadspace pockets with multiple 'rooms', should POS contain astro farms, connect with planets and so on and so on.
No, maybe this "having a theme" thing is a good idea and, more importantly, thinking about how new design and features have value for as many people as possible doing different play styles. Sure, having a refinery in deep space is good if you are a miner, but could something be added to make that feature interact and engage other play styles?
I do not read that modular POS is off the drawing board completely, but CCP recognizes that simply changing POS without any firm vision is likely to end up with a poor result. And that those who do not give a damn about POS management are also is being taken into consideration for feature planning is a plus in my book. Previously, new expansion tended to have features that either would be something right down my alley or something that would hardly affect me at all and consequently not add to my game experience.
Personally I would like CCP to acknowledge POS as EVE version of 'Player Housing' and open its usefulness up to as many people as possible.