If anything, Wind River’s inability to breakout, despite a once Microsoft-like position of dominance, is a by-product of their failure to meaningfully go “up the stack” and away from their historical focus on the silicon layer as a primary differentiation point. In other words, if Wind River had enabled the next generation of Cisco and [...]
Wednesday, April 15th, 2009
Although the payoff of a small niche may be less than that of a large, growing market, the competion may often also be less intense. The majority-fallacy concept states that appraisals of fast growing segments overlook of minimize the likelihood that many competitors will be attracted. This explains why growth areas often stimulate destructive overcapacity [...]
George Gilder had an article in Wired on data centers as clouds. My instinct is to dismiss anything Gilder writes because of his track record of wacky ideas (e.g. feminism is destroying civilization and supply side economics makes sense). But, in this article, Gilder reports on some smart people. The sheer massive use of electrical [...]