Kindle Fire locks and captures value as service in a walled ecosystem 331.0

The launch of Kindle Fire yesterday proved my futurology skills right as to the appropriate response by the e-reader leader, Amazon, to avoid collateral damage from Apple’s iPad tablet. I wrote about this strategic response in the January 30, 2010 post Apple iPad Intrudes on Amazon Kindle e-Reader Space just four days after the Apple [...]

Business Model Innovation Triggers Growth and Locks Value 281.0

I have the kernel of a growth framework that can work for firms. It looks like a general framework for emerging markets development that I have been working on in SYNTHESiST for the past two years. I realized this while preparing for a brief talk on innovation and strategy with a leading multinational firm. This [...]

Philippines Tops India as Site for Business Support Services 270.0

The 2010 IBM Global Location Trends report was the sole basis for self-congratulating articles in Philippine newspapers who played up the positive on business support services. Indeed, we have much to be proud about the success of the IT-enabled contact center industry, as source of export dollars and employment, thus far. Note: I did have [...]

Innovation in Microfinance as an Ayala Blue Ocean – 1 of 2

I think the Ayala Group sees great opportunity in the microfinance market. They can put together a strong strategy – I will attempt here to cobble up one from a grab bag of MBA buzzwords, hahah!- and have a source of strong growth in financial services in the coming years. That is if Ayala can [...]

Paul Romer and the S-Curve of Innovation 94.0

Theoretical economists and management theorists, like scientists viz engineers, often do not see eye-to-eye. The goal of the first is often new knowledge while those of the second is practical application. Their stakeholders, methodologies and measures of success are also different. Still, they often inhabit one S-curve though at different parts. For this post, the [...]

Opportunity from Adjacency – Profit Zone and Blue Ocean 2 of 2

(Start of Part 2 of 2) For Blue Ocean, McCafe of McDonald’s is a great example of adjacency. Zach’s Investment Research reports on Friday, May 8, “McDonald’s strong U.S. sales were fueled by its popular line of healthier chicken snack wraps, and by its successful recent rollout of McCafe coffees.” McCafe was first tried out [...]

Opportunity from Adjacency – Profit Zone and Blue Ocean 1 of 2

I coin the phrase “Opportunity from Adjacency” for the approach to innovative entrepreneurship using the industry value chain. Two such approaches are currently popular. The “Profit Zone” finds opportunity in adjacent links with financial analysis as the starting point. The “Blue Ocean “ finds opportunities in adjacent links with product-market analysis. This post will have [...]

Christensen and Disruptive Innovation – 2 of 2

Another insight to brew into the mix comes from marketing view of the product-life cycle. In this view, the first half is also a fight about product attributes. The classic example is Betamax vs. VHS. The second half is about consumer needs like convenience, price, brand, status and experience. (Start of Part 2 of 2) [...]

Opportunity-seeking with Christensen and Disruptive Innovation – 1 of 2

Professor Christensen’s disruptive innovation was one of the most important research insights in the late 1990’s. As the book’s sub-title suggests, it seeks to explain why large, great firms with the best management still fail. This post fulfills my promise in Utterback (Post #5 here) to feature Professor Christensen when the chance arises. In the [...]

Opportunity-Seeking from Innovation 38.0

Opportunities for innovative entrepreneurship are more specialized than those for general or replicative entrepreneurship (See Post #28) because, by definition, it is based on new knowledge. Science in today’s world has a broader definition to also include social sciences where advanced mathematical or statistical techniques are used to simulate and test hypotheses. For example, the [...]