A good enough analysis
Though it seems to assume the networks would be to weak to do anything in the event that Apple or Google become hostile. Also, it's an (almost) free market; one device maker's refusal to work with a network operator, is an opportunity for another (albeit perhaps with a fork of Android).
Besides, I would hope the regulators would have something to say. From a consumer perspective, the physical SIM card is a great idea.
Biting the hand that feeds IT
