It's called chasing the cost waterfall from monopoly to commodity and making sure you own it with economies of scale (from the book How We Got Here: A Silicon V

It's called chasing the cost waterfall from monopoly to commodity and making sure you own it with economies of scale (from the book How We Got Here: A Silicon Valley and Wall Street Primer (A History of Technology and Markets) by Andy Kessler). Larry Page has also talked about the same phenomena (http://www.youtube.com/watch?feature=player_detailpage&v=1FyhLQOsNac#t=1362s http://www.youtube.com/watch?feature=player_detailpage&v...). Recommend watching the entire talk. Follow falling costs - they drive adoption.