My top-down view went along these lines:
- Mobile broadband in itself is a huge opportunity, as it expands on mobile's original proposotion (voice, mobility, personalized handsets).
- At the same time, there are numerous threats - the same ones we know from the fixed-line world.
- The industry has a broad choice of remedies, including 4G.
- Recent signs (08Q1) are encouraging and I personally view LBS and social networking as 'killer apps' (in the consumer market).