It's my belief that Widgets are the immediate future of mobile computing on smartphones. Palm talked the other day about creating simple web apps that enhance your web experience. Hmmmm.. on the desktop, those are widgets (or whatever Micro$oft is calling their widgets). Makes sense. Why force feed sites that are designed for desktops into a tiny screen. In some cases, you'll want to access a site. However, I bet it's not so hard to figure out what's important to end users. There are already mobile friendly apps that do something similar (Handmark). Even with EVDO, the web experience on the Treo is not like your desktop and maybe that's not going to happen in the short term. That's ok thought, because most of our needs can be handled via Widgets. You have your Treo or iPhone and need to track Fedex. No problem, download a small FEDEX widget. Are you a sports guy, we have the ESPN widget, optimized for your iPhone.
Take any of the web based widgets and mobilize them. I bet that will meet the needs of most mobile users and enhance the experience since they will be "lightweight" and fast.
-Chris