Wednesday, March 14, 2007 1:19:43 PM
as for future of bot software, the barrier to entry that MSFT creates should not be underestimated imo (and the Coro crew was (and is) inside MSFT, and some of the Coro guys were also knee-deep in the development of MSRS).
and regarding the soft-money recruiting, of the pool of kids getting excited by robotics, a portion of them will proceed to engineering, IT, etc. educations. perhaps some of them would not have otherwise pursued math/science without the bot geek experience. and note how the OTS adaptations have begun w/video game controllers used w/bots.
as for the head start Japan currently has... the U.S. used to have an enormous, and to some, an insurmountable head start in auto manufacturing. it took one generation for Japan to catch up (from Hiroshima and Nagasaki) and even surpassing Detroit in building cars.
who can say the U.S. won't turn the tables w/automation tech in the next generation? i have tremendous faith in the capabilities of America (at least in some respects). and as for private capital? there's a TON of it in the U.S. waiting for "proof of concept" on the future of bot business models imo.
now, once you get past the defense contractor behemoths e.g., Boeing, Northrop, General-Dynamics, Raytheon, etc., the pool of publicly-traded concerns pursuing bot technology shrinks pretty fast (i know of < 10 public companies in the bot "space")
- any you can think of, especially those "with strong pps and market share" would be appreciated!
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