In a comment here at Tony Perkins' AlwaysOn Network, he says, in response to a comment of mine:

Interesting. If you squint, the situational software angle seems to resemble some research work that was being done ca. 2001 by Accenture and others around "intention value networks."

An excerpt:

"In essence, the pharmaceutical organization, as a powerful player in the healthcare industry, must create the network of electronic services that reflect the intentions of its consumers. Such so called 'intention value networks' bundle a set of services around a specific consumer intention — having a baby, for example. Thus "BabyCenter" [would] include information on consumer products, healthcare and wellness for babies, retail banking and education for children, as well as pharmaceutical and nutritional information. The services provided by such 'intention value networks' can be delivered either as configurable Internet pages or as portals of information, allowing individuals to select the kind of information they wish to 'see' on their views of the Internet. Networks of intelligent crawlers will then provide the information they need, along with links to a variety of accredited information sources."

Quote above was taken from p. 25 here...

His post is here at Tony Perkins' AlwaysOn Network.

He is taking more of a PC (plus things like iPod) and less of a dynamic view than we do, but he's essentially talking about the same thing as we do when we talk about Situational Software.