I see great potential in new alternate delivery platforms. iPod delivery is a good example of this that's growing significantly. iPods were accepted as the most popular gifts (in the mainstream) this December and while they've a long way to go before saturating the marketplace as mobile phones have done, they're an exciting prospect for new revenue.
Content delivery to mobile phones solely will continue to increase and evolve, it's no flash-in-the-pan, but I really see that as something that's part of the larger evolution of not only content delivery, but also technology. That technology will evolve by demand, to better deliver content and services.
The revenue opportunities of an ipod/ pda/ phone - combo device (which also makes a great espresso..?) are where I see opportunity... and owning a chunk of any part of that market now will set some businesses up for unprecedented potential success in the future.
