Mobile will be bigger than you think
businessinsider.com
businessinsider.com
1-Bandwidth limitations. Have you tried using AT&T in San Francisco?
2-Divergent platforms: I write mobile software for a living and I'd say about 60% of my time is spent making the same software work on a different device. This is ruthlessly inefficient and I've yet to see anything (aside from the single resolution iPhone) to address this issue.
3- User Interface: Small screens, small keyboards.
Mobile will be big, but it's got problems, and if too much VC is poured in now we'll build up a market that can't be sustained. It's already happened, in some ways, with the iPhone marketplace.
Easy does it.
This is going to be a big problem - the simple physics of it, means it's much more limited than wired.
> I write mobile software for a living
I always wondered about that. Do you write native apps, or is it some kind of HTML? I see so many: WAP, WML, XHTML-MP. Which do I use if I want to get started?
I'll work with any 3 of these platforms in a given day. 2 if I'm lucky, 1 if there's a looming deadline ;-)
o "New Computing Cycles Supported by 10X More Devices"
[The graph is extremely artificial. An extrapolation based on 4 made up points. And really, the growth in units of computers can be better explained by increasing market potential (i.e. cheaper, smaller => more users), not just more devices multiplying like so many rabbits gone rampant.]
o "Apple market share / impact should surprise on the upside for at least the next 1-2 years."
["should surprise"---what does that even mean? What if it doesn't surprise? Would that also be a surprise?]
It means that they are expected to exceed expectations. HTH. :)