Who will be the Next Tech Gaint ? A Cellphone Application Company

Few months back I wrote a post What Next in Telecom? Investment Opportunities

http://pareekhjain.blogspot.com/2008/07/what-next-in-telecom-investment.html

In this post I wrote "Law of Nature - Old has to give place to new, Finally there will be emergence of a new company which will dominate mobile Ecosystem- Like Microsoft did it in PC era , Google did it in Internet . History says this company might not be an innovator but a "fast follower". Which one that will be? A future billionaire in making? "

Couple of days back I read Tim Drapers interview in VC Circle that Next Tech Gaint will be a CellPhone Application Company

http://www.vccircle.com/500/news/next-tech-giant-will-be-a-cellphone-application-company-tim-draper

I couldnt agree more with him...