There is a discussion of some remarks I made to Ann All at IT Business Edge here, together with some opnions by Howard Dresner.
The interview reflects my opinion pretty well. I see mobile BI as a way to find new types of customers for BI more than as a way to replace existing installations. Too bad I didn't mention salespeople on the road, I think they are an important potential market as well.
Another point is that I think most people who said they expected mobile BI to be in use within 12 months were being too optimistic. The BI Survey 11 will address this question.