Tech Trader Daily - Barron’s Online : Here's An Idea: Stream Sirius Radio On Your iPhone

This makes a lot of sense.  As the iPhone gains market penetration more companies could then focus on their core competencies (i.e content for Sirius).  Another example could be with Dash gps, as they could/should release an iPhone app that could provide the same functionality as today.  In both cases (Sirius/Dash), the move from dedicated hardware/infrastructure should have a postive impact on margin in the long run.