文档介绍：Jonathan Aronson ARNIC Presentation April 11, 2008 My co-conspirators Peter F. Cowhey John Richards Donald Abelson The Big Picture ? Information munication Technology Are Merging — This Creates A Brand New Market Dynamic ? Good Public Policy Should Facilitate the Growth of Modularity — The Key Characteristic of the New Technology Architecture ? Modularity Creates Huge Global Opportunities and Challenges The Traditional Model for ICT: Leverage a Dominant Position ? The Leverage Model: Use a Large Advantage in Critical Part of the Value Chain to: – Take leadership position in adjacent markets – Raise profit margins to build corporate “ war chest ” and research/investment funding to entrench leadership ? Traditional examples: AT&T before 1984, IBM in 1960s and 1970s, and Microsoft in 1990s ? Will Google be Next? IBM Dominance Results in dominance in: ? Integrated hardware systems ? Mainframe software ? Integrated Services Interfaces not transparent Interfaces not transparent Leverage: Superior performance in integrated processors yields highest MIPS integrated with systems software Bundled packages of products for enterprises Microsoft Dominance Results in dominance in: ? Applications (Office) ? Enterprise Server software ? Collaborative software tools for enterprises Interfaces not transparent Interfaces not transparent Leverage: DOS/Windows es the standard desktop environment Then offer a package of related applications and specialized software to large enterprises AT&T Dominance Before 1984 Leverage: Control of Local work "leverage point" Interface is transparent, but rivals cannot rent work on competitive price and performance terms Results in dominance in: ? Long Distance Services ? Enterprise services Local Network Can Google Do It Again? Leverage: Dominance in search as an information utility: ? Massive storage and computing infrastructure ? Large private work ? Syndicated work for entire Web Results in domin