The major paradigm shifts in the TMT landscape – e.g. the rise of mobile devices, streaming media, cloud applications and telepresence – are driving 50% annual growth in Internet traffic, but also revealing the unacceptable latency and reliability of traditional
Market forecasters project dramatic growth in portable electronics. However, the combined expectations for smartphones, e-readers, tablets, netbooks and notebook PCs appear collectively rich, despite declines in other consumer electronics categories, and presuppose only modest market share shifts between these products.
The media industry has undergone several wrenching technology driven changes in its history – e.g. motion pictures, radio, television, video tape, cable, etc. – and in each case, the industry value chain was drastically reordered. Existing industry categories shrank or
