"The new paradigm is mobile computing and mobility. That has the potential to change the economics of the Internet business and to redistribute profits yet again," says in the NYT David B. Yoffie, a professor at the Harvard Business School. 

That's true. People increasingly rely on powerful mobile phones instead of PCs to access the Web, and as, the Harvard professor states, their surfing habits are bound to change. 

These shifts are a constant in the industry. We saw computing shifting from big mainframes to PCs, and from PCs to the Internet. IBM and Microsoft don't have that power, and even Google might face a uncertain future if it does not moves aggressively for the mobile Internet. 

For now its new Nexus One phone, launched last week, reflects Google's mobile vision. This company believes that the mobile Internet is the biggest opportunity for new growth.