Mike Grenville over at 160 Chars critiques Informa's 'Mobile Industry Outlook 2007' Report here. Informa concludes:
The industry thought that 3G would be the ARPU driver but now it is pinning its hopes on mobile TV and HSDPA.Mike comments that there was no mention of SMS - still growing at 30% per year in the UK for example.
What about WAP or mobile internet? This I think is the undiscovered gem (or rather discredited years ago in WAP's case).
See stats indicating the penetration of internet browsing at Mobile Internet Access Grows (thanks to 160 chars again).