Nonetheless, households with several computers will find subscriptions a good value, as one subscription is good for up to five Windows or Mac machines.

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So his team is positioning the fund for the future by investing in telecommunications companies with good cash flow - likely candidates to benefit from the convergence of telephony and computers.

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The advent of tablet computers, along with behavioral and targeted advertising, will provide a good opportunity for content producers and advertisers to synergize from the creative destruction caused by the internet. (See Quiet before the Storm: Intel and AMD Dominate the Chip Industry Ahead of Tablet Showdown).

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In theory, to unscramble the signal completely you need two things: good computers and, not so easy, a second infinitely large surface, this time covered with radio telescopes.

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