The closed carrier portals and the limited interfaces make it difficult for new brands to break in. But as we get more powerful browsers and more powerful phones, we'll have new ways to seek out content. We'll start seeing new business models and new entrepreneurs.

I'm not convinced that the prospect for universal messaging on one mailbox can handle all your needs.

It's still several years before carriers come close to emulating the success Apple has had in digital music.

As all carriers more aggressively promote subscription-based models, they are also testing price inelasticity by gradually inching up average pricing. To grow the market, carriers must work in tandem with publishers to provide real value for a more expensive subscription, rather than treating it as just another pricing tactic.

Our data shows that more games do not yield more gamers. In fact, an examination of the title mix across competing carriers reinforces the lack of any correlation. It is apparent that other factors, such as subscriber demographics and pricing, play a bigger role.

A site that wants to prepare for rapid traffic expansion will want to make sure that it has internally all the systems it needs to handle that traffic when it comes.

As the e-commerce market matures, you're going to see more software package solutions. Even Oracle is getting into the applications business. There is much more packaging on the software side to facilitate seamless scalability.

Everyone's looking for a bit of the transaction spike.

When you look at the enabling technologies for live voice, most consumers have speakers, many have a microphone, but how you get them to work is another thing.

It doesn't provide any compelling advantage for consumers. We don't see it playing a role on the consumer PC or other appliances in near future.