April 23, 2008 9:59 PM BST
Completely agree with Cato.
Apple with its AppStore has undoubtedly created a rift not indifferent to the world of Vas. While the filesharing has always existed to act as competitor to traditional Vas, it is true that there is now a new sales channel by which you can buy the same content located in portals, without having to pay just the cost of transport.
The value chain has undergone a major jolt, it will be to understand how service provider and carrier can reposition themselves.