This is another of my Industry Analysis discussions for UBC students. This time it is perhaps as big an industry issue and clash of competing values as big as the smart mobile phone market, which I call the Mega Market War of Titans. It is about the intersection between two industries, which has recently morphed into a contentious clash. This is about disruptive new technology and strategic inflection points. So what has happened?
Stanford Graduate School of Business Lecturer in Entrepreneurship, Tony Seba, will be our MGMT 450 Guest Lecturer, Thursday, October 10th, at 2:30PM in EME 2181, speaking on “Entrepreneurship Opportunities in Clean Tech.” Tony Seba is also an entrepreneur, author, speaker, executive, management consultant and business architect. Tony will be appearing via live video conference from Stanford University to the MGMT 450 classroom.
I will sanitize this Silicon Valley story. A very large technical workstation company tried to bully a smaller workstation company I worked for. The big company was OEM’ing the small company’s superior technology. The big company stopped paying their bills, running up a huge delinquent payable amount, believing they could leverage the small company into additional concessions. We met with them secretly over Thanksgiving in our offices. In an arrogant gesture, the big company tried to offer 1/3 of their delinquent payables. We literally threw the very large handwritten check back at them and told them to leave. A week later the full delinquent amount was paid, and they complimented us, saying “nothing had impressed them more, than when we threw the check back at them. The supreme irony was that the two senior execs who had flown from Boston to Silicon Valley to meet with us over the holiday weekend, never bothered to look at our financials before trying their arrogant scheme. We had $65 Million in cash in the bank.”
The post below caught my attention because of the current industry debate and competitive battle over deployment of much higher Gigabit Internet bandwidth via optical fiber to consumers, known as Fiber to the Home or FTTH, at prices much lower than they currently pay for even 50 Megabit Internet connectivity. Gigabit connectivity is already a reality in Hong Kong and South Korea, with Europe not far behind. The big cable carriers, Comcast and Time Warner, have actually argued publicly that consumers don’t want or need higher bandwidth. How they came to that conclusion is a mystery. Now Google has entered into direct competition with the cable carriers, deploying Gigabit FTTH in Kansas City and Austin, Texas to be followed by other locations, at prices a fraction of Comcast’s pricing for lower bandwidth.
This is not the Letterman Show. But it is very funny.. Scott McNealy, former CEO of Sun Microsystem’s keynote address at an enterprise computing conference held in Pacific Grove a month or so ago. Scott is not particularly well known for his humor and perhaps better known informally for his appreciation of ice hockey. Someone must have helped him with this Top Ten list list of “reasons you ( or your Chief Information Officer) is not ready for today’s new online world.”
Fourth Year UBC Faculty of Management students will recall many of these points on “ice breaker” techniques to grab the attention of your audience. Use of any of these five suggestions may depend on your public speaking situation. Are you there to inform, inspire, entertain, or call the audience to action?…Is the situation solemn, serious, or relaxed? It can make a significant difference to the success of your speech.
What Is a Strategic Inflection Point?
A strategic inflection point is a time in the life of business when its fundamentals are about to change. That change can mean an opportunity to rise to new heights. But it may just as likely signal the beginning of the end”
This article from Gigaom serves to further underscore The Tower of Babbling Things….Competitors battling each other over control of The Internet of Things over the means, methods and, most importantly, the dozens of competing data communication protocols. Honeywell has now entered the battle, realizing the a number of small, entrepreneurial startups are eroding their market for traditional thermostats. Previous to this development, Intel and others had promoted the concept of home tabletop display consoles for energy efficiency management. The display console concept is now officially dead, as reported in the Gigaom post. Recently, Gigaom also showcased three competing home automation systems, all of which were “closed” proprietary systems.
Francisco Dao is one of my favorite bloggers. Francisco focuses like a laser beam on the tough issues of entrepreneurship with unfailing logic, sometimes tough for some to hear. In a previous post, Francisco spoke openly about the frothy enthusiasm and euphoria surrounding entrepreneurship, suggesting that there were too many entrepreneurs producing too many mediocre ideas. In this post, Franciso explores the current shift in entrepreneurial profiles, bemoaning their ignorance of how businesses work, and the embarrassing consequences.
Mayo0615 Reblog from July 22, 2013 It dawned on me that my blog post from…