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Hey Fools,

This morning I listened to a couple of presentations by Geoff Moore given in March 1998 to the ISP market. Even though the presentations are 2 years old, they are interesting because he talks about some of his models including the Technology Adoption Life Cycle, the Value Chain, Open Architectures, and differences between applications and enabling technologies from a marketing (dominance) perspective. These are less time-sensitive (or timeless). It really helped the concepts sink in. I think I "got it" now.

One of them was 1 hour 6 minutes and the other was 49 minutes. It was worth my time overall. Note however, that the discussions are from a business, not investing perspective.

Anyway, for those that are interested, the link is below.

http://www.events.broadcast.com/events/compaq/

Best,

TMFfuz

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