tag:blogger.com,1999:blog-14442178.post112437575520375100..comments2024-03-25T08:08:23.132-07:00Comments on Who Has Time For This?: Consumer Investing (1)David Cowanhttp://www.blogger.com/profile/13075075203254308405noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-14442178.post-1124565049621586562005-08-20T12:10:00.000-07:002005-08-20T12:10:00.000-07:00Hi David,If you're looking into the mobile devices...Hi David,<BR/><BR/>If you're looking into the mobile devices space, you may want to look at Mobile Adhoc Networks (MANET) and technologies/applications that take advantage of MANETs. MANETs are basically wireless mesh networks where some or all of the nodes can be mobile and the network itself can be formed in adhoc with no planning a priori...much more powerful and flexible than the mesh networks that companies like BelAir and Tropos are hawking, which are pretty much limited to fixed wireless deployment. Mesh Networks was a very well hyped company that claims to have technology with MANET like capabilities; they have since dropped under radar after Motorola bought them. My partner Chris and I are still very bullish on this space which we think could spawn a new billion $ industry.<BR/><BR/>BTW, I had the opportunity to meet Alok, a former BVP associate based in NY at a mutual acquintance's party. He wasn't so enthused about mesh networking in general. I admitted to him that there's more froth/hype than actual beef right now...however I know why everyone's technology doesn't work so well. What's your opinion on the potential of MANET technology given that the technology problems (scalability, reliability & mobility) are solved?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-14442178.post-1124456386911582312005-08-19T05:59:00.000-07:002005-08-19T05:59:00.000-07:00Dear David,thanks! Finally I find a VC who talks a...Dear David,<BR/><BR/>thanks! Finally I find a VC who talks about the mobile space, and only the Net. I work in the mobile content and services industry (at the moment based in Brazil, a country with great potential), and it get to my nerves how VCs are usually only focused on the Internet, funding hundreds of dubious start-ups, and no one talks about mobile: soon, there will be more than a billion mobile phone users, a market so big that it only makes sense for VCs to invest in consumer mobile companies! I look forward to the next years of innovation.Anonymousnoreply@blogger.com