-
Strategies for a discontinuous future.












Tuesday, October 21, 2003
 


Replication Wars - New Strategies

A new piece of hardware in Japan links directly to online music stores without a PC, via ethernet.

This has been my view of the outcome of the Replication Wars for quite a while - give away a bulletproof delivery mechanism, and then sell the media. Like the razor and the blades. This is platform strategy - tying the value of a complementary good to a larger platform, whose value can't be extracted, because it's not subject to replication.

What's the most famous example? Obviously, Microsoft and Intel - Microsoft makes software, that should have been massively replicated. How did they win their own Replication War? They tied the sale of Windows to Intel's processors, beating the replicators at their own game by parasitizing Intel's value.

I was writing a longer piece on why such hardware would be sound strategy, but these guys beat me to it! I'll post the piece soon anyways.

-- umair // 10:14 PM //


search



new


input

due diligence
ventureblog
a vc
techblurbs
tj's weblog
venture chronicles
terranova
the big picture
gigaom
venchar
bill burnham
babak nivi
n-c thoughts
paidcontent
techdirt
slashdot
london gsb
mefi
boingboing
blort
hardwax
betalounge

ing
morgan
chicago fed
dallas fed
ny fed
imf
world bank
nouriel roubini

portfolio
contact

mail.
uhaque (dot) mba2003 (at) london (dot) edu

skype.
umair.haque

atom feed

technorati profile

blog archives