If you want to read the absolute and accurate truth about how cell carriers and their ilk are coping with integrating Internet offerings in their phones, and how other companies are succeeding or failing at similar missions, read Alan Reiter's new Web log.
I heard only 45 minutes of Alan's talk at 802.11 Planet recently, and he has a unique combination of technical savvy and market (and marketing) comprehension that buoy each other up. Many marketers don't have the chops to see how the tech and the market interact; many techies don't have the insight to understand how consumers and businesses respond to product offerings. Alan has both.
One of his great statements from 802.11 Planet about the real achievable speed of some current technology: "If there are absolutely no molecules in the air at all and you are making physical love to the transmitter" you can achieve maximum full speeds.