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To: Tom Chwojko-Frank who wrote (29015)	7/27/2000 12:12:44 PM
From: Thomas Mercer-Hursh	Respond to of 54805

But the backbone is already there. Yup. I see this as different from the case of many discontinous innovations where the value chain doesn't exist at all prior to the creation of the new product.

To: Tom Chwojko-Frank who wrote (29015)	7/27/2000 12:48:36 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

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. BINGO! Exactly! You win the grand prize, Tom! I still haven't read the piece about valuing a network, but that's why the value of a network increases a million-fold when the quantity of the network's end users increases 100-fold, (or something to that effect if I've got the numbers wrong.) --Mike Buckley