Quantcast

Jim Letourneau's Blog

Investing, Technology, Travel, Geology, Music, Golf. I think that covers it.

Up or Down Motion for RIM?

Paul Kedrosky's blog, Infectious Greed, is a great source of information on new technologies. I've been using Gmail on my Treo for ~6 months now and I am very happy with it. I think Paul is right on the money here:

As an investor, I'm looking five years out, not at today. The current dismissal of things like Gmail mobile is typical of attitudes toward something disruptive, and I love it. Because these fringe services provide a fraction of the functionality at a far lower price, causing it to be dismissed by incumbents and pundits as a toy -- right up until the toys have a material share of the market and the pundits/incumbents are wondering what the hell happened.