isync + ical + ichat + inkwell = iphone?

NY Times: Apple's Chief in the Risky Land of the Handhelds

John Markoff suggests that 10.2 points the way to a new phone + PDA product from Apple. I would like to believe that was true, but I'm not sure Sony-Ericsson would have gotten so much time in Steve Jobs's Macworld presentation if Apple was close to going into competition with the phones Steve was calling "really cool".