I have spent the last 10 months in the developing country of India. You see a combination of 1st and 3rd world lifestyles here. However the most amazing sight is the technology leapfrog you witness. Let me explain. Two years ago I visited here and was amazed at the number of cell phones. A person could be on an ox-driven cart transporting wood. . . and talking on the cell phone. On that trip two years ago, the paper ran an article describing the leapfrog. It detailed a village without power or generators. The people took turns every few nights walking the 10 kilometers to a neighboring village to charge the mobiles. Amazing leapfrog. Never had a land line, television, maybe even radio. Straight to the cell phone.
Recently at the All Things Digital Conference, Steve Jobs talked of how traditional PC makers, including himself, had to face the uncomfortable truth that the world is going mobile. For the developed countries that is just the next step. For most of the world it is giant leapfrog. In India people still live on $3/day. They have a cell, but they will never own a computer. The internet is growing in India, and most of it is on the mobile phone. Many, perhaps most of the world, will access the internet only on their phones. They are skipping the PC and not even blinking or thinking twice.
So how important is the mobile OS market? It will rule the digital world sooner than you think.