iPad is most certainly a big deal, but if Apple doesn't keep innovating they won't be half as relevant five years from now when tablets are a commodity. They're

iPad is most certainly a big deal, but if Apple doesn't keep innovating they won't be half as relevant five years from now when tablets are a commodity. They're already resorting to patents to fight off competition. Dropbox's simplicity is it's own undoing in the long run; it's too easy to commoditize. They'll be forced to lower their price to the cost of storage and that's when Apple and Microsoft will just subsidize their own offerings and kill them, unless a regulator notices it on time. Google is not a good counter example; it seems simple to the user, but as Bing has shown, it's very hard to replicate. Dropbox on the other hand is trivial to clone. Any IPO event would just increase the likeliness of big companies noticing and putting some effort into it.