Some other really interesting things to pop up from that chat....Said the partnership with Erickson gives them an edge in the LTE technology. Also mentioned that with the link to Sony that they can deliver a lot on the entertainment/media front with movies, music, etc..
I still say, longer term, content remains king. Sony could be a major player here.
On the downside, don't get too excited about Sony phones for all you rooters out there - just look at what's going on with the PS3.