Google might

On March 3rd, though, Google CEO Eric Schmidt said, "What's particularly interesting about netbooks is the price point. Eventually, it will make sense for operators and so forth to subsidize the use of netbooks so they can make services revenue and advertising revenue on the consumption. That's another new model that's coming."

Interesting quote and it's easy to come to myriad conclusions. Google may do netbooks and cell phone operators probably will announce something a step up from smart phones. It's getting harder and harder to see how Dell, Lenovo and Acer work with all this convergence going on.