SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: EnricoPalazzo who wrote (44061)7/3/2001 1:04:08 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Ethan,

Since you're interested in lessons to be learned from analogies drawn between DoCoMo and AOL, I'll only mention that you'll definitely want to listen to the conference call if for no other reason than to hear Christensen's comments about AOL. I've sworn everyone to secrecy until you've heard it. :)

what does this have to do with The Gorilla Game?

If you believe as I do that an awful lot of the stuff in Innovator's Dilemma has a lot to do with Gorilla Gaming, you'll understand why I think Christensen's presentation has a lot to do with it too. However, I don't believe there is much about the 3G presentation that has anything to do with Gorilla Gaming specifcally in the 3G space, at least nothing that I can think of at the moment. That's mostly because 3G hasn't gotten to the chasm ... yet. The main correlation with Gorilla Gaming has to do with Hambrecht's assertion using the term, "closed" technology, which of course is all about GGaming.

In that regard, the one point I thought was humorous is that a person asking questions and Christensen made the mistake of referring to the longevity of GPRS as if GPRS is a commercial product in use. It was obviously important to the person asking the question and it was obviously important to Christensen that he make the point that he expects it to be around a long time. I wish he had made the point that no end user has adopted the product. That fact strikes me as very ironic, considering that Christensen made the case that 3G will be delayed because, like any radical technology, it gets deflected by incremental, sustained adoption of the existing product. He was referring to GPRS as the existing product.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News