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To: Thomas Mercer-Hursh who wrote (29012)	7/27/2000 11:53:36 AM
From: Tom Chwojko-Frank	Read Replies (2) \| Respond to of 54805

Can't you say pretty much the same thing about the other "discontinuous" innovations that have spawned tornados? There is a thread of existing usage that ties in just enough to the new product to make it familiar enough to use, but new enough to require a whole new value chain? Ah, that last sentence just sparked the connection. Now I think I get your point. The value chain is already partially in place. The connectivity increases the chain's value by orders of magnitude. It does this by increasing participation, extending the chain, and broadening it with new possible uses. But the backbone is already there. Tom CF

To: Thomas Mercer-Hursh who wrote (29012)	7/27/2000 12:41:58 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Thomas, This is what I mean by a chasm with a bridge. The more I see your thoughts on that, the more applicable I believe that metaphor is to this situation. I would embellish it to be a rope bridge. The bridge makes it easier getting across the chasm than having to jump all the way across in a do-or-die fashion. But it ain't all that simple because there are parties with a lot at stake that are standing on both ends of the rope bridge, blocking the entry and exit while at the same time shaking the rope bridge hoping the product falls into the chasm. That scenario perhaps implies that this is not an easy chasm crossing yet one not as difficult as in the case when the "sister" products have not already successfully crossed. I still believe Moore would be seriously impressed with your metaphor. --Mike Buckley