Good points, cloud is a frontier for mobile, apple is behind there, hp and others would do well to differentiate that way.
But as I always say: cloud but localfy. Syncing is a pain, but so is connectivity.
Other frontiers: developing markets, integration into new categories, pull entertainment, web apps, prosumer mobiles, pay as you go, VoIP only, semantic web, social first.
Hp could be good in many of these, as could Microsoft. Not optimistic about rim.
Sent from my iPhone