My first reaction is that we have to go for the best university research and for what companies need. Companies are strong in some markets, so if we poll their needs, obviously we'll orient our efforts there. We obviously have to leave some space for free research and good ideas that would....
I would not over-constrain the system. I would see companies that come with ideas, ready to invest, as a good sign that we're aiming in the right direction. That would be my way of looking at it.