From Moco News.
Six experts look into crystal ball for 2005.
Steve Arnold, Polaris Venture Partners, Seattle, 54 years old
Favorite sectors: Wireless content and infrastructure, including radio frequency identification (RFID). Internet content and commerce applications, including blogging and multiplayer games.
Comeback company of 2005: Motorola. "I know people have downplayed them a little bit, but I think their new focus on integrated consumer applications and new devices is an indication that they are thinking about things in a good way."
Dying company of 2005: Apple.
Greg Gottesman, Madrona Venture Group, Seattle, 35 years old
Favorite sectors: Mobile applications, data integration and voice/video over IP networks.
Comeback companies of 2005: aQuantive. "I think online advertising will continue to be a compelling, growing market." Krispy Kreme: "The doughnuts are just too good. And I think there will be a backlash against Atkins."
Dying company of 2005: "All of the regional Bells. They are not well positioned for the future."
Len Jordan, Frazier Technology Ventures, Seattle, 38 years old
Favorite sectors: Consumer home control, digital media and computing appliances; Ultra-microcomputing; Voice-over IP infrastructure.
Comeback companies of 2005: Intel, HP and Nokia.
Dying company of 2005: Large enterprise software companies. "The gravy train for big software companies is rapidly slowing down."
Bill McAleer, Voyager Capital, Seattle, 53 years old
Favorite sectors: Digital media and wireless applications.
Comeback company of 2005: Watchguard Technologies.
Jonathan Roberts, Ignition Partners, Bellevue, 41 years old
Favorite sectors: Hosted services and business intelligence.
Dying company of 2005: Siebel Systems. "Siebel comes to mind as a company who lost site of providing customer value and are now working hard to regain that focus."
Melissa Widner, SeaPoint Ventures, Bellevue, 37 years old
Favorite sectors: Wireless applications and security software.
Comeback companies of 2005: Wireless data companies. "We are really going to see them take off this year."
Dying companies of 2005: Wireline phone carriers. "We are seeing more and more people getting rid of their land lines at home and going exclusively to their mobile phones. I really don't know what wireline companies are going to do."
Wireless applications and mobile content seem to be the ones to watch..