Granted, if you listened to the enough presentations, you got a sense that, in some situations, more than one company was vying for a small niche, likely capable of supporting only one company. And that's when AlwaysOn missed a chance to get interesting. Why not have those two companies square off in a true death cage match, rather than risk the dead pool? Winner takes staff and infrastructure of the loser! Sadly, it was not to be.
I wager my spotty track record in prognosticating future trends that one of the companies in attendance will not in operation two years from now. And when that happens, will they wish they had taking the fearless way out, challenging their competition to a VC version of the Thunderdome?