I was thinking about this just from the standpoint of the Windows Server family of products.
One of the biggest I.T. headaches for small business (And opportunities for I.T. consultants) is getting them up and running on the internet.
By "Up and running," I don't mean setting up a website.
Outlook Web Access, Outlook Mobile Access, Windows SharePoint Services, WebDAV and Remote Web Workplace are all internet based communication / collaboration tools. With the exception of OMA, all of these services run within Windows Internet Explorer and require traditional DNS resolution of friendly names to the public IP's of specialized Widows IIS websites and the accessibility of those sites from anywhere. (i.e. Traditional unrestricted domain-based internet.)
Most medium sized business are already heavily dependent on some or all of these services. Small business are jumping on board as fast as they possibly can and Microsoft is exploiting this opportunity for all that is worth through products like Windows Small Business Server, Windows SharePoint Portal Sever, etc.
Let's take a simple example:
Bill R. is the owner of a Phoenix fixture company. He takes a business trip to China to visit a glass company and negotiate a price on a large order. He answers simple email with his Blackberry, which is connected to a Blackberry Enterprise Server at his place of business. He takes his laptop and answers more complex email at the Phoenix, Seoul, and Beijing airports. He logs onto the desktop PC in his office via Remote Web Workplace at the Beijing hotel and continues to work while he is gone. He uploads pictures to the appropriate project folder of his company's share point site.
"Bill R." is not unusual. There are millions of "Bills" running around. (He's not fictitious either.....) This is how business is done today. The larger the business, the more heavily dependent they are on the current open architecture of the internet.
To take this theory seriously, I think you would have to be under the mistaken impression that the internet is primarily an entertainment tool, like satellite Television and not primarily a communications tool like the Phone.