Cingular deal puts pressure on Apple

Cingular anounced a deal with XM, Yahoo music and others. This puts heat on apple and their ipod. I agree with this article it's very likely apple will become a mobile virtual network operator (mvno). i.e. selling cell phone services through their brand. Especially since Steve Jobs is a major shareholder in another company that is an mvno, namely disney mobile.
The ipod is likely to face competition from mp3/cell phones and they are developing an ipod/cell phone, (iPhone?) (hopefully better received than the dissapointing rockr) and they risk being cut out as the service provider. i.e. people buy music from their cell phone provider instead of through itunes.

I am bullish on apple and hold a modest position in the company.