This keynote talk (PDF) by Duane Northcott dating from 2003, describes some of the shifts underway in the forces that shape computing including:
- Computing defined by Moore’s Law giving way to new model driven by bandwidth
- Storage can make up for the lack of unlimited, ubiquitous bandwidth
This enables a new computing architectural model which provides for consolidation of clients through remote display technology and mobility through virtualized computing environments (VCEs).
This paradigm shift (which will be driven separately by security issues) will provide major new opportunities for service providers to provide virtualized computing environments and not just connectivity. This suggest that a more centralized computing model with dumb virtual computing environment terminals on the edges may win out yet over today's Internet end-to-end model. There are others who suggest this is where Google's strategy is heading.