Picking winners is always a tough one. The casual response is that markets dictate at the end of the day, so we look at the market for a particular technology and try to understand the markets.
The difficulty is the long-term market. Where is it going? Even then, sometimes technology doesn't go the way you think it's going to go. The VHS and Betamax video formats were a classic example of that in technology selection.
In sum, we try to work with companies.