Yes, I agree with your explanations

It has a huge sales potential. It's highly desired by both customers and developers, and naturally, those in between (cellular providers) would like to be part of this hype for a piece of the pie.

Once the iPhone's ecosystem is 'wedged' in the current cellular cartel's midst, then it will have the bargaining power to split the old power's grip. The beauty of it will be, the 'new market' that iphone will bring at that point will be sufficient for the old power to let go of their old ways and settle for the more open market.

This is very similar to how iTunes broke into the digital music distribution market. Notice there's no DRM on it now?

PS: I'm talking about commoditizing the cellular data to run voip, text messaging apps, and the likes that 'competes' with the cartel's permium services. Not about running free license-less apps in this case. To that end, I think the AppStore has represented the requirements of both developers and customers sufficiently well. It's apparent just by looking at its adoption numbers.