16. Understand the Value Chain The Computer Industry circa 1980 Vertically Integrated - Value Proposition: “the best computer” Source: Andy Grove presentation at NeXT in July 1993 Copyright Dominique Trempont – No reproduction VERTICAL INTEGRATION Sales & Distribution Application Software Operating System Computer Chips Competition
17. Understand the Value Chain The New Horizontal Computer Industry – Circa 1995 Value Proposition: Wintel enables lower prices & commoditization Sales & Distribution Application Software Operating System Computer Chips Source: Andy Grove presentation at NeXT in July 1993 Copyright Dominique Trempont – No reproduction Retail Stores Super Stores Internet Word Adobe SAP WordPerfect DOS Windows Unix Mac OS2 Compaq Dell IBM Apple Intel Motorola RISC Etc
18. Sales & Distribution Application Software Operating System Computer Chips Source: Andy Grove presentation at NeXT in July 1993 Copyright Dominique Trempont – No reproduction Retail Stores Super Stores Internet Word Adobe SAP WordPerfect DOS Windows Unix Mac OS2 Compaq Dell IBM Apple Intel Motorola RISC Etc Competition Competition Competition Competition Competition
19. Sales & Distribution Application Software Operating System Computer Chips Source: Andy Grove presentation at NeXT in July 1993 Copyright Dominique Trempont – No reproduction Retail Stores Super Stores Internet Word Adobe SAP WordPerfect DOS Windows Unix Mac OS2 Compaq Dell IBM Apple Intel Motorola RISC Etc Inter-operability
20. Understand the market Timing (and luck)_ Crossing the chasm
21. Innovators Early Adopters Late Mainstream Laggards Inspired from Geoff Moore’s Crossing the Chasm THE CHASM