“Banks,” Holway said. “But at the end of the day, the number of jobs that are purely static is going to fall and fall.”
For that reason success is likely to lie with companies that can make the best mobile Internet devices, as those are the ones that have the best chances for growth.
That, too, is not encouraging for Microsoft, which has been pushed into third place in the smartphone market by RIM and Apple, and now faces a significant challenge from Google’s Android: the Taiwanese handset maker HTC, previously responsible for more than 80 percent of Windows Mobile sales, is switching to Android. Losing with netbooks, losing on mobiles: Microsoft may have a problem with the mobile workforce.
In fact, all sorts of expectations are changing.
“Which company sold the most portable computers in the UK last year?” Holway asked, and leaves the answer hanging. “HP? Dell? No — Acer. It’s because of netbooks. Everybody’s buying them.”
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