The PC as we know it is slowly dying due to increased desire of the marketplace to be mobile. In mobility, the key factors will be the user experience, not the underlying application. Lightweight platforms (both physically and software) are not just a requirement, they will be the expectation of the next generation of users.
For wireless carriers the issue will become capacity, they need more of the wireless spectrum. Over the next couple of years the value of that spectrum will increase geometrically. Unfortunately performance will suffer as a result of overcrowding.
Over the next 2-3 years we will see startups looking to create IP around potential solutions. First will appear IP around squeezing more out of the spectrum, next will be new technologies.
Anyway you look at it, your future is a mobile one.
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