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Journal Archive

Emerging Business Models

Competitive Strategy: Strong #2 uses Open (Permeable) Play

First, it indicates a kind of competitive tipping point in Web 2.0, where a large company that is a strong #2 in a space (search) realizes that open source is a great competitive weapon against their dominant competitor. It’s very much the same reason why IBM got behind Eclipse, as a way of getting competitive advantage against Sun in the Java market. (If you thought they were doing it out of the goodness of their hearts rather than clear-sighted business logic, think again.) If Yahoo! is realizing that open source is an important part of their competitive strategy, you can be sure that other big Web 2.0 companies will follow.
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New Model for Competitive, Market Power ??

I’m at the O’Reilly conference of Emerging Technology and it’s giving me just the right setting (and time away from the day job of leading Rubicon) to capture an idea I’ve been brewing for some time. Because the work I…
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The Holy Grail of the SMB Market

I’ve been working with many a new client who wants to reach the SMB market. These are traditional enterprise companies who want to expand. And they the SMB market as a viable one to pursue for growth. But this market…
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Dinosaur Defense Strategy / Consumer Software Companies

A colleague who works within one of my company’s clients writes this email to me about a month ago: “I still find myself scratching my head at how to apply this line of advice (referring to a white paper…
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Top 10 Trends for 2007

For work this month, I wrote some “top 10 trends” for what my team and I think should matter to those high-tech firms that want to win… details of all of these are available here. Top 10 Trends for 2007…
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Worthy Adobe Intel

Check out a good piece of early sleuthing by Malik on Flash as a fundamental platform for software 2.0. Apparently, Adobe’s purchase of amicma suggests some new aspirations for the Flash technology giant. Let’s not forget the Adobe has the…
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Will Vista be the last great O/S?

George Gilder of Wired has a article worth slowing down and reading. What it supposes is that the desktop is dead and that the Internet cloud is our future. He calls it the dawning of the petabyte age….
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Symbiotic Relationships in Play

One of the fundamental truths about the high technology market today, is that consumers have tremendous power. Market power used to be much like a big castle surrounded by high walls and a moat to control access — Dell, Intel,…
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Collective Intelligence: What is it really?

One idea discussed at the web 2.0 conference was “what is collective intelligence”. Is it what some have said about things like Yahoo’s Flicker — that community tagging allows all to more easily find content they couldn’t have found…
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Top 10 Ideas from Web 2.0 Summit

My top 10 ideas or reflections from Web 2.0 conference this week in San Francisco. #1 There’s a real Heirarchy in Value Creation Apps beat features. Online applications beat packaged applications. “Open” applications beat online applications (meaning those you can…
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“Outsides” building your stuff?

Recently, Yahoo announced they were letting “outsiders” build their email solution. Why would they do that, some might ask? Why would they not, is what I’m thinking. Get the best ideas to come help you and not only will it…
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SaaS avoids the Blue Plate Special

Marketing Profs kindly published part 5 of a 6 part series about 2 weeks back. Just catching up from last week’s break, and wanted to share it with you. It’s on the new licensing/pricing models coming up. ——— Do you…
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How are Synergy and Ajax Technology related?

When buzz starts to happen in Silicon Valley, the same terms are used over and over again, with a completely different definition for the same words. Yesterday, a client of ours came in for a quick-stop ‘consultation’ to review a…
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Developer Programs Key to Upward Cycle

In grade school, one of the key determinants of popularity on the playground was how quickly you were selected when the time came to choose up sides for basketball, baseball or soccer. In the same way, the developing business model…
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Don’t be the Dinosaur Brought down by Mosquitos

And disruptive as the idea of getting displaced by adjunct businesses is, know that parts of the value chain can be free and supplemented by the economics of another. Effectively, it’s become a ;mosquito world. Mosquitoes could surround the dinosaur’s revenue stream, draining it of its nutrients. We don’t have to go too far down the path to see the dinosaur being killed by mosquitoes that can survive and thrive on 10% (or less) of the dinosaur’s take.
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Metrics: Getting rid of Voodoo in Marketing

It’s time for marketing to get out of the realm of voodoo and spin, to create a more defensible position for budget dollars and develop a more secure “seat at the table” by demonstrating the business champion skills they…
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Hype vs. Real Emerging Models for High-Tech Industry

I’ve been home sick a lot lately. First a cold that needed steroids to knock out, later a stomach flu which the whole family bonded over, and now a fever my son and I are sharing. (Let that explain…
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Is Adobe going to get crushed by the Big Guy?

The Journal reported today that talks between MSFT and Adobe broke down earlier this week. The issue is whether PDF will become a built-in feature of Microsoft’s office. This is not a one way assault on Adobe, but a fundamental tension on who will innovate the platform and UI of the industry. Adobe has plans of it’s own that will make Microsoft the equivalent of plumbing. Needed but not discussed.
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Looking forward, what will be the real impact of SaaS?

The real impact of SaaS business model is the new way to sell to Enterprise customers.
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Sparked!

Last night, a little venue called Spark was held. The notion was to connect really smart people - who are down-to-earth good leaders in high-tech - to learn from our firm the latest on transforming business and marketing models,…
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What’s Next for Technology Innovation in the Valley

Wanted to share with you an article that captures the fundamental shift in the technology innovation model. Some people call this shift ‘atomized’ software development. With AJAX (a new form of development using Javascript and XML), weaving together applications is…
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Talk with, not At

An industry commentary on how marketing in high-tech is changing. I think there’s way more ahead than banner ads and search word optimization when it comes to high-tech consumer marketing. I think that we will move from non-personal ways of advertising to customer engaged ways of connecting. I have provided some examples as illustrations and then provided what I think it means.
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Ecosystems now matter

I know I’m becoming more of an introvert. I now think about things that happened 2 weeks ago and assign meaning to them. Or does that mean, I’m pondering. Hmmm. Well, anyways, that’s the context to my writing about Software 2006…
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The Customer Experience: The Design Moment of Truth

Business 2.0 ran an article this month on their ‘2nd annual bottom line design awards’. The article promised to “go beyond surface beauty to single out objects that look good not just in pictures, but also on their makers’ income…
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Where is this Software World Going?

I wish I had an answer for the emerging business trends in software, and how they’ll play out. I can’t see the horizon very well but I do have some clouds to gaze at in the meantime. I am interested…
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Another Cisco Move

Cisco made another move to the vertical security space yesterday. They bought a company for $51M and 27 people that provides them video surveillance capabilities. This acquisition maps well to what they’ve done well, meaning buying smaller innovative teams that…
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Unlike ASPs, SaaS is Hotter than it Looks

I think SaaS (Software as a Service) is potentially the biggest issue facing software firms today. This formerly “ASP” (application service provider) model blipped back in ‘97-‘00. And it seemed to fail. But, in fact, I think the issue…
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