Right now we are still in the convergence transition period, with a lot of different applications and operating systems out there that need to be put together. There's no standardized format for this yet -- it's like a puzzle where the pieces have been all shaken up and now they all need to be organized.

The search companies have found that developing robust services for mobile devices is not as easy as rolling out another different Web service. There are a lot more inherent limitations and other parties, including the carriers, to consider.

It is amazing that all the big guys have reduced churn and yet are still growing.