Who will be mobile’s most open player? Google. (Not sure I agree, but I’m only reporting here.)
Apps vs. mobile web? Roughly even money between continued app domination and a more relevant mobile web.
Mobile come-back story of the year: Microsoft.
Who’ll have the strongest position in mobile payments? Credit card companies first, operators second. (I hope the two will reverse, but I’ll probably have to wait for 2012.)
BlackBerry’s PlayBook tablet will become a success because it has something the iPad and the various Androids don’t: IT-department-friendliness. We’ll see, but this won’t be an argument for consumers. Then again, enterprises could buy a lot of tablets once they’re convinced of their usefulness.