>And, to the extent there are evolutions, it really does seem like the incumbents have insurmountable advantages... By definition, doesn't it always seem like

>And, to the extent there are evolutions, it really does seem like the incumbents have insurmountable advantages... By definition, doesn't it always seem like this? Jim Barksdale (Netscape) said there are 2 ways to make money - bundling and unbundling. What can be unbundled from the incumbent bundles, in order to be offered in a more fit-for-purpose way, or with a better experience? How might that answer change if the world's political structure changes? How might that answer change if processing, storage and networking continue their march towards ubiquitous availability?