p>My guess is the former is true. It will be hard for them to compete with nation-wide, facilities based carriers with established brands. Remote control of entertainment is a relatively new idea (and it may not be bad), for which future returns are quite uncertain. Furthermore, how difficult would it be for someone to develop an app that runs on Windows Mobile, Symbian, etc. that could do essentially the same thing?
Olga Karif over at BusinessWeek is also skeptical, though for different reasons.