Doubling down on market you know well is a lot easier than spotting a new one. Judging by their dabbles in both mobile and IoT hardware they're areas of interes

Doubling down on market you know well is a lot easier than spotting a new one. Judging by their dabbles in both mobile and IoT hardware they're areas of interest (whether seriously or just scare tactics to show they could move into the area notwithstanding) - but the perception is they missed the boat. What happens if they don't spot the next server/cloud market, like they didn't spot mobile?