Wes,
I have no doubt that ASP is high on their agenda's..on what basis and from whom is of course the mute point, but failure to adopt/integrate will imho will not be an option. To allow such a lead to a competitor no matter what the base service/product maybe would be commercial suicide.
I am due to be having lunch/discussion with an industry analyst shortly who is far more cognisant of the commercial,time and cost pressures in this respect, so I will see if he has a different perspective than mine, but the last time we spoke about these issues our minds were pretty much as one, the only area of disagreement was the lead time to adoption/conversion/marketing..he is far more bullish than I in this respect. So, if you can dig around within your org to see what the eggheads / product boys are planning it would of course be useful!
As for telco's getting caught with their pants down...I better not publish the list here!!
regards
T..