Android Carrier and Handset Commoditization??

While I am a big supporter of Android, and skeptical of Samsung Bada (see below), I can sort of understand the motivation. As this article says:

I can see why mobile marketing execs are struggling. They’re selling the same handsets as everyone else, using the same app stores as everyone else, all the content innovation is happening on the internet.

I could easily see Android significantly commoditizing both businesses. It's already poised to destroy the GPS market, it's pretty much eliminated any reason at all to buy stuff from your carrier at $5 per game and $1 per ringtone (not that there was much reason in the first place). So long-term, as much as I think Android and openness are great, I wonder if the carriers will ever be the same.