M.W. Smith said:Whoa! It proves *my* point, not yours. It was a on-off situation. A turning point in history. It
isn't something a small guy can use to compete with the big guys. Bill Gates didn't know he was
right that personal computers would be the next big thing. He just believed it passionately and
pursued his belief relentlessly. Nor was this a case of a small guy competing with the big guys.
There was no big guy in the personal computer software industry, because basically there was no
personal computer software industry. Microsoft became the first big guy there, and he didn't have
to compete with big guys to do it because there weren't any.
At a high level I think we're actually in agreement on this, but semantics are getting in the way.
Just to be clear, here's my point broken out step-by-step:
1. every big company has blind spots. even a 'monopoly'
2. if you are a small company trying to gain a foothold against the monoploy its much smarter to
focus on the monopoly's blind spot vs its sweet spot
3. Gates spotted one of IBM's sweet spots (they had & have more) & went after it
4. the dumbshits at Ralph's & Albertson's are trying to outgun WalMart where WalMart is strongest -
by reducing costs.
However, this is not a binary situation, as you suggest. The 'market' dominated by a monopoly is
actually comprised of many 'niche' markets, that when given passion, focus, attention, & luck can
sometimes turn into big markets. Going back to IBM in the '70's they dominated the entire computer
industry. This encompassed everything from communications to hardware to software and everything in
between. As the industry expanded, the niche players, who applied more energy, focus, passion, &
technology started beating the giant...but did so because they picked their battlefiled carefully.
Lastly, while Gates didn't know the desktop O/S was going to be the next big thing...he knew it was
going to be a hell of lot *bigger* than IBM thought it would be (go back to MS' original missin
statement - 'a computer in every home...and MS in every computer'๐.
BTW, the same can be said for WalMart. do you think Sam Walton knew WalMart would be the next big
thing? NOf course not. He became the big guy by being the first mover....and so it goes.
Quoted message said:TCP/IP became the standard of the internet as soon as it was invented. SNA was never the standard.
Cisco wasn't competing with IBM. Cisco sold routers to build the internet during a time when there
was no big guy in that market
This is my sweet spot having spent nearly 30 years in this exact segment of the market.
The problem with 'stardards' is there are so many.
Are we talking legit standards or defacto standards? One of the biggest problems in computing today
and for the past 30 years has to do with standards.
WRT to TCP/IP becoming a 'standard' as soon as it was invented....just are simply misinformed. It
was invented at DARPA back in the '60's, long before it was made 'official'. And, a company called
BBN commercialized a TCP/IP router long before Cisco got started. They just couldn't execute.
Proteon then took this product, but screwed up as well. Cisco came in...and you know the rest of the
story. BTW, in the midst of this there was also another 'war' going on; namely what's the better
communication product to use for connecting dissimilar networks: bridges; routers, or gateways.
And, wrt to IBM & SNA....even though SNA was not a legit standard, with over 70% of the worldwide
market it clearly became a *defacto* standard. The customer (again) makes the ultimate call, not
some industry, trade association, or gov't wonk.
Quoted message said:So the analogy to swimming would be that we should expect change and accept it when it comes. eg,
we should stop wasting tens of millions of dollars on drug testing and just allow swimmers to use
drugs safely under doctor and scientist supervision. And we should have more open water events
with a division for people who wear fins.
I have no idea what your point is here. but it sure looks like bait...and I'm not touching it....
But to set the record straight - sports should be pure; no chemical additives allowed.
Quoted message said:There are lots of lands of opportunity, Bill. America isn't all that special these days.
I'm glad to hear there is opportunity all over.
ABTW, Martin, while you may not think America is special, I can assure you of one thing. It is
special to *me*.