Estrin talks about the personal connectivity cycle. The cycle of connecting people is the notion of people being able to connect to each other and connect to information anywhere. This means true mobility and ubiquitous, high bandwidth connectivity, she says. The enablers of this cycle are economic and behavioral. From an IT demand perspective, she explains, the real win is in the consumer devices and services and not in the IT infrastructure. Related issues are business models (walled garden, AOL vs. seamless systems, Internet), affordable broadband to the home, and making technology easier to use. The consumer market is not an easy market for a startup to begin with and to innovate in, she notes.
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