think of the criteria for gorillahood:
discontinuous innovation
proprietary open architecture
barriers to entry for competitors
switching costs for customers
value chain
tornado
GMST has basically all of them but the tornado for its EPGs has not been confirmed yet. Since no tornado means no gorilla, some deny it the title on that account alone. Others think that the confirmation will emerge several months after the fact, and that the tornado has probably already begun, so they are willing to accord it the title "on spec," as it were. The best title for it, therefore, is probably "gorilla-in-waiting."
Two other things to keep in mind: first, that if you believe (with Merlin) that GMST is an applications gorilla rather than an enabling technology one, then you needn't wait for the tornado to buy in (according to the manual); and second, that much of the big money in EPGs will come from advertising revenues, which are probably godzilla features rather than gorilla ones and so are hard to fit neatly into the picture. Ebooks, meanwhile, haven't crossed the chasm yet but have great potential.
Bottom line is that most around here think GMST has a great future ahead of it, with the differences coming less over that than over second-order issues such as just how great that future will be and just when it will really begin. We should know a lot more about both issues over the course of the coming year.
tekboy/Ares@i.e.,buycommonnotoptions.duh |
