The radical new software and e-commerce business models that will follow in their wake can only be guessed at.

FORBES: BET ON THE HARES

Without a legacy in proprietary hardware designed for older legacy networks, Huawei is free to design equivalents that can be easily upgraded and reconfigured for new functions and business models in software updates.

FORBES: Huawei To US: 'Butt Out Of Our Business'

The poor post-IPO performance of the likes of Facebook, Zynga and Groupon has chilled market interest for some consumer internet companies, subsequently turning some investors toward more stable enterprise software companies, whose business-subscription models offer a more steady stream of revenue.

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While a number of consumer Internet IPOs have recently floundered, Workday is an enterprise software company with different target markets and business models.

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To do that, it will not only have to give operators a credible Internet software platform but also work within their business models, which have involved a tight hold on settop box data.

FORBES: Here's What Motorola Could Do for Google's TV Ambitions

My faith in these endless cycles of new hardware supply and software innovation--and subsequent killer new business models--got a boost in mid-May, when a startup called Yipes Communications stopped by for lunch.

FORBES: Digital Rules

While Apple has opportunity to pursue new business models in the form of content (ala Netflix), software (ala Microsoft), advertising (ala Google), et. al.

FORBES: How Apple's Market Cap Grow: Enter The TV Business