This reminds me of a similar situation mentioned in "Founders at Work" about PayPal's original plan to develop applications on the Palm Pilot. In their own wo

This reminds me of a similar situation mentioned in "Founders at Work" about PayPal's original plan to develop applications on the Palm Pilot. In their own words, "..the move of the enterprise to handheld devices was actually not forthcoming...Any minute now (we thought), there'll be millions of people begging for security on their handheld devices. It just wasn't happening. We were correct to change our strategy, since it still hasn't happened." Has anyone considered the possibility that the cellphone might not be the glorious next step forward? Most tech evangelists, including myself, expect mobile devices to eventually diminish our reliance on the desktop. What if that actually never happens at the expected grandeur scale? A friend of mine recently bought a Nokia 8800. It's an expensive phone, so I asked him what he used it for. His answer, "for phone calls and sms". It seems to me that mobile startups are pushing supply ahead of demand.