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To: Larry Abrams who wrote (128)4/25/1998 12:13:00 AM
From: Mike Buckley  Read Replies (1) | Respond to of 387
 
Larry,

>> "winning" means establishing an open, yet proprietary
architecture which means that switching costs are extremely
high.<<

I think it's important to recognize that not all proprietary, open architectures have high switching costs. Only those that form a strong value chain enjoy the high switching costs.

I haven't analyzed the buildings controls market, but I suspect that there is no strong value chain in that industry. Each building controls contract is won one building at a time. There's no particular cost to the building owner to using different architectures in each of the buildings, an example of a relatively low cost of switching.

--Mike Buckley



To: Larry Abrams who wrote (128)4/29/1998 2:31:00 PM
From: Tom Noon  Respond to of 387
 
In the Internet to phone arena- I understand IDT with Net2Phone has a large international market share and is aggressively seeking strategic partners around the world. The international call area is where the huge price advantage is right now. problem is will this be a sustainable market when price competition comes more into play with the big boys?


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