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An investor’s take on the iPad — how to parse the hype

Paul Grim is a General Partner at venture capital firm SunBridge Partners and blogs on wireless issues at Grim Times.

As an investor, whenever a major consumer electronics launch creates a fuss (especially when it’s from the master himself), I try to step back and see the bigger picture. Is this a game changer in any way? Does it create real investment opportunities that didn’t exist before? What companies or technologies will be impacted by this? Can I make a buck here or not?