Cell phones continue to outpace PCs in terms of growth in emerging markets, and there is little reason to think that this will stop. That's why the way to the remaining 5.5 billion people without the Internet is through cell phones. Mobile phones are cheaper than PCs and more ubiquitous. And thanks to the continued growth of 3G, mobile broadband will likely be a better bet for high-speed access in most of these markets than wireline broadband.
Last week at 3GSM, the wireless industry kept talking about emerging markets. This is one of the reasons the industry is so excited about the falling prices of smartphones. The more inexpensive, software-enabled phones there are on the market, the easier it will be to get people in emerging markets online.