The problem with investing in IT is that it is almost always boom or bust.
And to make matters worse it occurs at light speed

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Historically this is not new.
When the first privateers where working out of england (ie drake). They would get financiers to spread the risk.
If the ship came back like when drake captured over 20 tons of gold, then the investors would have a boom. Or possibly the ship might be lost, and the investors lose everything

Later with the england - india - china tea opium trade with the tea clippers.
http://en.wikipedia.org/wiki/ClipperIf they could manage to unload their opium in china (which was contraband), manage to escape pirates, not get destroyed by typhoons, And then make it back to india to load up on tea, in one run they could get back the cost of the vessel.
In both cases the chances of success depend heavily on the captains of the vessels.
In the case of apple. Thier itablet might be a huge flop (or it might be a success). Apple again could be plagued by production problems which where the cause of their almost demise 15 years back. Also in the modern world, apple is dependant on other suppliers. So their production problems might not even be their own fault. To make matters worse, things are now happening much faster then it in the past. So in the past it would take many years to mismanage a company before it collapsed, but now it can be done in a few months

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