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Mobile is computing.

While the 'phone' or 'device' may change - the interfacing will remain.

Mobile devices are changing business culture and business models. Table-side sales and order processing for example. PCI compliance standards dictate that CC may not leave the customers sight, by I think 2015 - enter mobile solutions
Traditional business models are being changed dramatically by technology

Tweeting and gaming may be the drivers, but the official use and business capacity for mobile tech. is only just beginning IMO.