Making mobile-only (or more likely mobile-directed) websites is going to be a really big thing, IMHO. But not websites for detailed research like the PC is good at - mobile users need a different sort of information:
You are at the mall. Who has your brand of shoes?
What restaurant within walking distance has tomato soup today?
A bar code on your screen will serve as your airline ticket.
Need a taxi? GPS will tell him exactly where you are.
The store you are walking by can broadcast it's sales coupons right into your telephone, if you want.