My read is like this: Facebook / Netscape - Hotshot early player that does most of the early innovation, has near complete market penetration and doesn't quite

My read is like this: Facebook / Netscape - Hotshot early player that does most of the early innovation, has near complete market penetration and doesn't quite hold on. Google Me / IE4 - After a few feeble attempts, the product that successfully takes over through a combination of (a) being forced upon a gargantuan installed base and (b) being a pretty decent product, as a result of the prior iterations.