I found an interesting audiocast on IT Conversations  (as a quick note, this is also where the famous Jeff Atwood of Coding Horror and Joel Spolsky now host their Webcast - Stack Overflow.) 

The audiocast was about the fact that cellular telephones are now being differentiated by their software, not by the hardware or the network service.  What a great advocate for the Software + Services paradigm.  Services are the baseline - you have to have them or you don't get in the game.  Software is the differentiation - this is what makes you stand out in the market.  You need BOTH!  This is what it takes to be good or great in the market.