Strategic Focus versus Nimbleness


This week I want to discuss the importance of strategic focus, while still being open to possible opportunities, sometimes called corporate “nimbleness,” which may seem like a contradiction. I am a strong believer in strategic focus, however I have also personally experienced a case where an “openness” to opportunity transformed the enterprise from a pedestrian company into a Silicon Valley legend. Ascend Communications was “focused” on ISDN based video conferencing with a modest and profitable OEM agreement with AT&T. However, AT&T came to Ascend and asked if it could solve a much bigger problem…


As some may already know, Google is launching its Fi mobile phone service in the United States, and with aggressive expansion plans, hopefully, into Canada and Europe. Google has partnered with Sprint and T-Mobile in the United States. But the intriguing aspect of this new business is Google’s intent to offload phone service to WiFi wherever possible. This prospect has been looming in the wings for awhile, with the talk of true Metro-scale WiFi using VHF white space, and Google’s innovative experiments with “Loon Balloon,” (see my earlier post), and with low orbiting satellite WiFi coverage. Whether these risky and expensive experiments will materialize is another question. However, the prospect of wider area, stronger signal metro WiFi continues to move forward. Google’s hybrid approach using both mobile service frequencies and WiFi to provide full mobile voice and data service is beginning to sound very interesting.