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The SmartMobile marketplace is going to be big though - there will be a Billion plus smartmobile devices in about five years (up from 100m today). That number is bigger than all TVs in the world, all the world's newspaper circulation, number of email users, or number of landlines.... This is a secular trend across multiple technologies that are evolving fast and we will see a number of large companies created as a result. We are witnessing nothing short of a birth of a new mass media channel.
iPhone is first proof of this marketplace and Android, Palm, others will follow. SmartPhones is just the beginning, Netbooks are no less smart and no less mobile... I want the same App screen on my next netbook as I have on my iPhone today.
see http://communities-dominate.blogs.com/brands/20...
I am just cynical about IBM playing a large role in this marketplace.