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Why “the when” Matters for Cutting Edge Technology

As a venture investor, one of the really difficult questions to get my hands around is this real question of the market and when it will develop. You can read lots of market reports from Gartner, IDC, or Forrester that predict the elusive $[x] billion market for technology 4-6 years in the future. Nobody believes these research reports, for the most part, but every private company that I see quotes them extensively and puts them in their slide decks. If you really think about it, though, the question of “when” a market really emerges and is addressable has very real consequences for anyone involved in cutting edge technology.
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Is the N-Gage a Gameboy Killer?

I am an avid video game player and am quite intrigued by what I saw from Nokia at the CTIA show in New Orleans. The N-Gage is the first real competitor that I have seen for my beloved Gameboy Advance. I was all set to purchase the Gameboy Advance SP, but the Nokia N-Gage has given me a reason to pause, at least momentatirly. The technical capabilities in these devices say a lot about where portable gaming is going…
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