The key is not only seeing emerging trends but also timing them right. For instance, many of the dot-coms in the late 1990s were about 10 years too early to the game. People weren't ready to fully jump onto the ecommerce bandwagon at that time so they went under. Likewise Microsoft (still a strong company) came too late to the game with the Zune and it failed. It looks like the Surface might suffer a similar fate. It will be the same with retail that moves downtown. If it's destination retail it could do well even today, but if its neighborhood retail, it will be all about when there is enough business to keep it afloat.