The Systemic View
Always remember that the purpose of all software is to provide you with a sufficient level of computing power so that your hard drive gets filled up and you need to buy a new computer. —- Dave Barry
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CHAPTER 1 - Risk and Behavioral Patterns Among Startups and Incumbents

Why Size Matters   
Behavioral Patterns   
The Winner's Curse   
The Risk-Tolerant Nature of Startups
The Power of Complementary Assets in Technology  
Adoption and Organizational Viability  
Strategy Based on Core Strengths  

Cases/Capsules
The Birth of The Xerox Machine 
Why "Skunwkworks" 
Placing Bets   
Randy Komisar on The Contrast Between
Start-Ups and Incumbents 
Talkies and The Motion Picture Business  
Ncompass Knows Its Limitations  

CHAPTER 2 - Technology Value and Delivery Systems

Beyond a Better Mousetrap 
Product Completeness and Modularity 
The Technology Stack 
Adopting a Layer-Based Platform Strategy
Modular Evolution and Stack Reintegration
Layer Encroachment
Layer Substitution and Platform Shifts
Stack Implications for Technology Buyers

Cases/Capsules
Polaroid and the Shift to Modularity  
Unbundling The Blackberry's Bundled Architecture
Peter Micciche on Modularity and Technology Stacks

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CHAPTER 3 - Market Definition and Disruption

Gauging the Impact of Emerging Technology
Identifying Points of Leverage
Identifying Levers of Innovation: The Classic Five Forces Model (Plus One)
Beyond the Static: Defining Market Spaces Dynamically
Using the Three-Dimensional Model of Market and Business Definition
Evaluating the Potential Impact of Changes on the Technology Axis
Assessing Problem Size: Matching Reaction to Threat/Opportunity
The Role of Uncertainty in Innovation: Signal versus Noise

Cases/Capsules
Lise Buyer on The Point of Pain
Lasik Surgery and The Optometry Industry
Juniper versus Cisco