[Manufacturers of handhelds] are making two bets on consumer tastes. Bet No. 1 is that people want to carry fewer devices not more, ... Bet No. 2 is people want devices that provide them with focused utility. They want appliances. In your kitchen you probably have an oven, a toaster oven, and a microwave. Any one of these devices can do a decent job of what the others do, but you have all three because you want the focused utility that each one provides. |
[Manufacturers of handhelds] are making two bets on consumer tastes. Bet No. 1 is that people want to carry fewer devices not more. Bet No. 2 is people want devices that provide them with focused utility. They want appliances. In your kitchen you probably have an oven, a toaster oven, and a microwave. Any one of these devices can do a decent job of what the others do, but you have all three because you want the focused utility that each one provides. |
For instance, with energy, you can think about long-distance distribution mechanisms for electricity. |
If WinCE devices cannibalize PC laptop sales, Microsoft's profits get eroded, |
If WinCE devices cannibalize PC laptop sales, Microsoft's profits get eroded. |
It allows you to take a slice of your life off of your PC without thinking about it, and effortlessly sync back. |
It's like looking at a toddler and trying to figure out what he'll be like when he goes off to college. You really can't tell until he's 18, ... There is demand for nanotech but other companies whose primary assets are intellectual property will not receive a warm reception. |
No application development group wants to have to learn new tools. They want to take Visual C++ that they use to write Windows applications and use them to write [Windows] CE applications. |
Sync-to-desktop is a real pain if you're an IT manager. You have this new tier. Information has to get from the server to the PC, then from the PC to the device. One huge enabler is going to be server-side sync. |
There was a great land grab for fullerene patents as a wonder material, but when the costs remained high, it's not surprising no one pursued them. |
They're one of the most impressive nanotechnology startups we've ever met up with, ... They've aimed for good, high value, low volume applications where they can charge a very, very large premium, as a way to get manufacturing volumes to a point to attack other opportunities. They've generally taken a very smart and informed approach. |
They're one of the most impressive nanotechnology startups we've ever met up with. They've aimed for good, high value, low volume applications where they can charge a very, very large premium, as a way to get manufacturing volumes to a point to attack other opportunities. They've generally taken a very smart and informed approach. |
We have the right tools in the kit but probably need to apply those tools differently. |
We wanted to address patents that were foundational to many other inventions. |