Will phones become iPods or will iPods become the phone?

Emily Turretini, my fellow smartmoblogger, reports at Ringtonia.com about 
Carphone Warehouse's CEO speech at 3GSM in Cannes. He said operators should do more to differentiate their content to gain customer loyalty

"Drawing on the success of portable music devices, Dunstone predicted that downloadable music will be the next
major driver of data revenues for operators.

"The Apple iPod has begun to normalise the idea of downloaded content on a portable device," he said. "Will phones
become iPods or will iPods become the phone? I don't know, but it won't take long before people want content on their
iPods immediately without going to their computer."

Some other speakers were a bit more careful:

 "I keep telling all the independent and major labels: don't think for the moment that
this will be a new distribution channel for full track downloads," said Cedric Ponsot, president and CEO of Universal
Mobile, the mobile content division of international music label Universal Music. "It could, one day, but if you
think it is the key for the moment you will miss the market."

Who's correct? Share your opinion.