My earlier statements about the carriers still apply. They're just prolonging the inevitable, which isn't so surprising. I think the fear that people will be able to SMS for free is a big deal to them, though things like AIM on the iPhone offer something similar, too.

As for the Voice revenue, we would still be using our minutes. I had just been considering using GV on my iPhone (through the GV website), but I've now realized that I would lose the benefit of free AT&T-AT&T calls since they would all forwarded through my GV number.