Tek (and Mike),
<< I'll try to finish the book soon and post some notes on it... >>
Thanks. Might be a bit before I have a chance to read it.
Going back to this for a moment:
"As I enter my third decade in the computer industry, I have been witness to at least a dozen major technology shifts that have created whole new industry categories, each with its own value chain and notable gorilla leaders.
and this:
7. Wireless telephony: Ericsson, Motorola, Texas Instruments, Nokia
Does he deal with Wireless telephony specifically at all in the book & does he define "gorilla leader" as opposed to lets say a gorilla, or a category leader?
To the best of my recall, he has made little or no references to wireless, wireless telephony, or digital wireless mobile telephony in any one of his 3 previous books.
To Mike (and Tek):
<< I've gotta wonder if Moore isn't so busy that he's writing too fast. If his editor doesn't have the knowledge base to question the use of terms, lists of that sort get published. >>
Maybe another explanation?
One thing I have noticed about Moore is that he calls on personal experience (companies that he has consulted to) when choosing categories to use as examples in his books. He does not necessarily include just his client company when he discusses a category.
The reason I have noticed this is that Chasm Group consulted my former company (and our category of discontinuous innovation was included in the revised "Chasm". Chasm Group also consulted several of my former clients and they showed up in categories in "Gorilla Game".
I suspect that Geoff is now consulting to at least one wireless (a category he has confessed to being clueless about if I recall) company.
Yup!
There it is! a new name under Representative Clients:
chasmgroup.com
- NOKIA -
Well, I'm glad he is into Wireless.
I have just increased my respect for Nokia.
Sounds to me (going back to "that list") that given this line, Cisco and Lucent prepare to battle for the rapidly converging market for voice/data/video networks, that he is consulting to one or the other. Neither are on the list I referenced but I am pretty sure Cisco has been a client for some time. Router based IP networks are going to be a great gorilla battlefield in evolved 3G. Cha2 will like that one.
BTW: Check out bottom of page 65 in TRFM. Moore talks about "analogs to Gorilla power on the Internet". Maybe their are "analogs to Gorilla power" in Wireless, even if there is no proprietary open architecture?
I'm wondering again if a "gorilla leader" is an analog to a gorilla, or he has just selected a "basket" for the new category he is starting to delve into, or if he is evolving the rules or just plain "writing too fast" as you say
- Eric - |
