A few observations...

Most of the time I think people have spotted these trends, but then it seems they haven't. Who knows. Anyway, here's a top 10 list of things that could be meaningful in the wonderful world of communications:

- Identity is becoming a big issue, we all have several identities yet all the applications assume we have one!

- Office 2.0? Isn't that a contradiction in terms?

- Device : Network is no longer 1:1 ; create table DeviceHasAccess;

- Digital products have negligible marginal cost, in order to charge money for them, you have to attach them to something that has a marginal cost - buy the T-shirt!

- What is a phone? The current devices are evolving into specialist areas that have phone capability. E.g. A camera with voice capability, a camcorder with voice capability - voice is the feature, not the camcorder! (see Identity also - where do I put my SIM card?)

- An internet company IS a media company, and vice versa.

- Cars are under-equipped with communications and IP technology. It's like the 80's in my car! Where are the companies producing Car Slingboxes, auto-sync over WiFi or 3G with my home system, a dedicated SIM/number/identity for my car!

- Video tagging is becoming essential; or "Re-intermediating the internet - bookmarks are not enough"

- Fame equals breadth of distribution & Fame precedes fortune

- Regulating the internet is like trying to teach a room full of 2 year-olds how to share a box of chocolates; messy & doomed to failure.

- Trust is worth more than a thousand clicks; Company = Community

One other thing I find interesting from a social perspective is the beginnings of mass migration of older people (not just over 65s) to lower cost environments. This must eventually have a profound economic impact that may not be picked up by current statistics. Think about this; it is estimated that 15 million Americans may go to live in Mexico, because of the climate and lower cost of living. Their savings and incomes(pensions) are likely to still be in the US, but they will spend most of the money in Mexico. Thailand is undergoing a similar influx of retirees.
This should mean that Developing Nation Healthcare stocks are worth investing in!
But perhaps more importantly, does this 'golden' migration have an unintentional wealth redistribution effect? There are plenty countries that can capitalise on this effect, but once again, stability and trust will play a big part in the success or failure.