Steve Gillmor talks about the slide of the trade space as a result of new technologies in his latest InfoRouter post titled "Cogosphere." I just quoted from Steve the other day, but this is good stuff and needed to do another cut-out.
Nobody can say which individual players will survive or prosper, but in aggregate the news is out. How to say this kindly? Here's one for Ed Brill: Like Notes, print is dead. And like print, page views are dead. Like Notes, print and the page view model will go down fighting. It will take a long time, as everyone still locked into Notes can tell you. What wins? Attention. Who, what, and how long. It will take on, supplement, and eventually, supplant search. Information will search for you, not the other way around.