From a 3g point of view Apple's timing is actually excellent. Apart from the business crowd, where 3g modems with laptops really rock, 3 hasn't taken off quite as fast as the operators hoped. In Denmark the ad campaigns have only lessened slightly since its inception.
The mobile market doesn't need a killer app. It needs a killer platform. It needs a reason for me to use the damn thing, and the sucky phones out there don't do it for me. In Denmark they're running a test where 6 (I believe) TV stations are running an experiment delivering TV directly to mobile phones, but which phone would we use to watch it on?
Apple is in an incredibly strong bargaining position vis a vis the 3g networks, and I really hope that they leverage it as soon as possible.
I haven't bought a 3 phone yet, precisely because there is no compelling user hardware/interface, but now there is. C'mon Apple. 3g phones announced at MacWorld.
My .02