Boston - Interesting thought
and it does make sense to me, though I've found that what makes business sense to me often has no place in reality (e.g., the labels delaying things to fight Napster in the courts in stead of just launching their own with technology that's been available for what, two years?). Your speculation does put probable over-emphasis on the Treo/PJB as an avenue for subscriptions for digital music services, but it does appear to be a viable avenue nonetheless. This next month could be real interesting!
SGE