Maybe, but not necessarily. Each new type of communication device threatens old revenue streams of Telcos. Broadband/skype threatens long distance, 3g threatens

Maybe, but not necessarily. Each new type of communication device threatens old revenue streams of Telcos. Broadband/skype threatens long distance, 3g threatens voice minute/SMS, but... Overall, I think the total amount we spend on communication is going up like mad. 10 years ago a sophisticated 5 person household had a landline phone, a mobile phone and a dial up account or maybe a DSL. Today they have the phone, 5 mobiles(some of them expensive ones including lots of 3g acess), a home broadband connection (network) and now they're looking at adding some other device/plan package (Tablet, netbook, etc.). As a rule, they don't really care that much about providing cheap additional services. They care about cannibalising other stuff. This isn't likely to replace anything. Apple is a good partner for avoiding skype-over-3G, tethering or some other antisocial behaviour.