ICS and carrier's bloatwares

During the ICS announcement it was mentioned that users can now disable any preloaded apps even though one may not remove them. Everyone was happy that Google is finally doing something about preloaded bloatwares.

Except that this may not happen at all. Since carrier can in practice play around with every bit of Android by toying around with the source code, they can disable any default Android function as they wish to. AT&T in the past has infamous disabled apps sideloading, and a few carriers have disabled tethering on their Android offerings. The carrier can simply take away the users ability to disable any apps which the carrier may deem to be "essential".

BTW, for those who think that ICS may be the end of Sense and TouchWiz. Not really