Hey, what do you know. Someone DID read this. :-) Thanks for the reply. I've actually got a newsletter I subscribe to that does all my thinking for me. This guy has his hand on the pulse of what's going on out there so I just follow him for the most part. He's big on the use-case as well but he also knows the people really well, which is probably even more important. So far, so good since I paid for the lifetime subscription in a month.

I agree with the use-case logic, which I've used to my advantage with a couple of my own little picks so far. I also like looking for the ones who already have an actual product working in the world. I'm thinking they might not end up being the high flyers early on but they should survive and prosper as the space becomes more and more popular.

Thanks again for the reply and nice to meet you as well.