Looks like Apple has again managed to do what basically nobody expected: Create a 3G iPhone at half the price of the previous one.
But that's not the whole story. Not even close. As Gruber
notes: its the platform stupid! Mobile Me is much more than .Mac with a new haircut. The push sychronization on offer (which like will also power the new push notification API announced as part of the SDK, to replace background process support), as well all the actual services, mean a package simply not seen before in the mobile space. At least that I'm aware of.
What Apple did before, by tying in iPod to the iTunes music store and later the video store, it has now done for everything else on your mobile device. All that's left is for Apple's operator partners to start offering the first year of Mobile Me for free. All of it can then work "out of the box": Mobile email, calendars, sharing etc.
Also note that with a service like, you'll be able to share all of these things with other users of the service. This will likely not be in place for launch, but will no doubt be on the roadmap for it.
By tying this together with a kickass, always-on device (iPhone, iPod Touch) you get close to an all-in-one solution, usable by most users. No desktop required.
Add a small degree of partner branding, and mobile operators could start saving big on no longer having to provide their own half-assed solutions in this space. Apple has become a lot more enterprise focused as of late (look at the Mobile Me logo...enterprise friendly blue...exchange support in Snow Leopard, enterprise apps and features in OS X iPhone 2.0, etc.), so I wouldn't put it past them.
The flip side of this all-round compelling package, of course, is lock-in at a scale Apple's never managed before.