[iamacynic]

my three guesses (my company is in 1 of these areas):

consumer internet privacy and security (think barracuda for the home market -- above and beyond a standard router/firewall possibly with active L7 features)

consumer and enterprise storage management (they literally can't even make enough ssd's right now, people and companies are hoarding data and can't manage it effectively or reliably)

rural and wilderness area wireless internet (people will start moving out of cities again and will want the same > 50 megabit low latency service).

[dnautics]

Fascinating... I had a similar list, and The company I work for is on it. Drop a line.