Over time, users will adjust their habits to use the mobile connectivity in ways suitable to them. Lots of money will be invested in the attempt to deliver the Killer GUI, and there will be some winners and many losers, but those working at the infrastructure and device level will be largely buffered from such dynamics because they are fundamentally delivering the Killer App low cost mobile connectivity. It may not be obvious at first glance that these imbue connectivity value propositions, but I think they do. The next best value proposition, and the only thing close in value to connectivity itself, is faster connectivity. People will always find ways to leverage speed as well as connectivity.
Success is purely an execution issue.
As a sweat capitalist company that has to consider many opportunities on a daily basis, we always look for opportunities that are Killer Apps in and of themselves. In networking, that is either something that expands or speeds up connectivity, or is the vertical Killer App itself. In either case, you are the master of your own destiny. Anything else is a tweener that involves much higher risk. If someone comes to us with an idea for which identification of the Killer App developed by others is a big issue, that s a huge red flag for me.