>>Not yet. It's on order as I type. My bible, of late anyway, is Geoffrey Moore's Gorilla Game. I'm not good enough to quote chapter and verse, but I believe
EMC to be a gorilla and I believe NTAP to be a gorilla, as well. I hold them both tightly. An excellent example of a gorilla moving downmarket is Cisco
taking the switch business away from Synoptics/Bay, via acquisition of a third company. Another is MSFT practically bankrupting NSCP with Internet
Explorer. Those two examples are IMHO.<<
Re: CSCO, acquisition of a third company is one of the ways to beat the Innovator's Dilemma. CSCO is very good at it, which is why I'm a very happy CSCO holder.
Re: MSFT and the Internet, the jury is still out. By giving Internet Explorer away for free, MSFT didn't really capture the browser market, so much as destroy it. They have yet to show that their Pyrrhic browser victory will help them in the profitable parts of the Internet market. (And, for what it's worth, I'm using Netscape Communicator right now because Internet Explorer is too unstable.)
>>As a wrap-up, I'll add that, IMVVVVVHO, the winner of the fight (if there is one) will be the one who has the most effective management tools for the data
under their control. Storing bits is easy...taking care of it isn't.<<
Thanks for the more detailed explanation on this point.
Katherine |
