"Meeker thinks we’re in a new computing cycle with the mobile web. Meeker believes Apple’s iPhone and iPod touch are leading the way here, big time. She thinks the mobile web will be 10 times as big as the more traditional desktop Internet, and that it will grow much faster.
She also notes that the technologies around it are exploding: Wi-Fi, GPS, 3G, Bluetooth, etc. And all of this is exploding in a recession, she notes."