The mobile Internet has been in gestation for many years now and many of our investment clients wait for a turn into the “mainstream” to mark an inflection point in the business where they feel thattechnology is no longer a primary risk. We are here.

It’s easy to get distracted while looking for the next big thing to miss the current one. Virtualization and data center consolidation is good but it touches only a small fraction of the world. The mobile Internet will touch everyone and cross both enterprise and consumer technology markets. This is a “fat pitch”, as my partner Steve
Waite likes to say, and it’s been floating towards the plate for a year or two now.