@Peter Clarke: some how the numbers you cite above and the ones by iSuppli don't correlate. For instance, iSuppli is forecasting MEMS growth in consumer & mobile opportunity at ~$4.5B by 2015. If you take out mobile & tablets, there is $3B opportunity in the 'consumer' products? I wonder what are these consumer products that are poised to grow so much with MEMS in them... I know auto's use many sensors but not all of them are MEMS-technology based.
@Peter Clarke: see also my comments under your colleague's article on the same topic:
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.