With current sizes of hard drive and future network connectivity I think caching and recording becomes key. For many domains this is easy. Everything you have ever seen on the screen will be forever on the computer (easy for static content such as web pages, even for videos this is not far in the future; assuming 365 days x 8 hours x 1Gbyte/hour is about 3TByte/year). In many domains Pre-fetching seems useful. In some areas this seems straightforward. When you view a paper all papers that are cited and papers that cite this paper will be cached locally (and not just short term, but forever ;-), too.
I wonder when we can by the entire index of the web (e.g. google cache) for offline use. Will this every be possible or is content growing faster than storage?
At least I will start caching important information (e.g. mail & contacts) in the future locally.
From a business perspective this is interesting, too. Even if there is a major provider (e.g. Skype) people will create their own redundancies with a further provider (e.g. messenger) – so there will be always room for several players.