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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (12089)12/5/1999 3:14:00 PM
From: Mike Buckley  Read Replies (3) of 54805
 
Bill,

I maintain that the so-called Internet computers and Network computers were not discontinuous innovations, merely cheap PCs!

I gather that you're saying they are continuous innovations. To highlight my disagreement with you, the discontinuous aspects of those products are as follows:

1) Requires that end users not have the ability to maintain program software of their choice on their personal hard disks. Other personal-choice issues are denied.

2) Requires that the IT department deploy and maintain fat server-thin client configurations instead of continuing with the status quo of networked fat PCs.

3) Requires that entirely new value chains be developed with regard to bandwidth, dump pipes, smart pipes, and virtually everyting associated with getting the apps from the server to the end user.

If that's not discontinuous, what is?

--Mike Buckley
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