toward the end M Meeker has a slide regarding the order in which revenue will be realized with this mobile internet build out

1. Infrastructure

2. Software and services

3. Content aggregation

4. Retail/Commerece.

So is it possible that we can ride more than one wave? For example own SOMEONE as a part of the Infrastructure and at some point roll it into someone in software and services, to an aggregator?

It might help us if we can take A lot of companies and sort them into these categories?

She said that basically each generation of the compute cycle was 10 x the one before and that is where the 10 billion units for the mobile internet comes from.

One slide has the name of the companies that did well in each of the previous big computer epochs and how none of them made the next cycle. She left mobile empty and hope to fill it in as the years go by.

So a good question might be the big guns FPGA XIlinx and Altera who have done SO well can 'lil quik disrupt and have their CSSPs make the next column? Anyway worth the time it takes.

Youtube has the talk up and they only gave her 17 minutes so it doesn't take long to listen to the whole thing. For those with little time at about 8 minutes till the end was the portion I found valuable.




http://www.youtube.com/watch?v=SyZuoDIVX...


With all that has happened in the financial sectors hopefully this talk will start to help them focus on this a lot better going forward?