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I was with you (for the most part) until you got to the really meaty stuff at the end about not seeing the proprietary open architecture, the switching costs, the tornado, etc., etc., and especially the need to see a "dominant market share of all competing architecture offerings." I do see everything except the last item. That last one is one that, for me, isn't necessary to label a gorilla. The fact that a disruptive innovation is new (that's why it's called an innovation) precludes its owner from having to dominate all the previous forms of competition that are being disrupted.

—Mike Buckley

P. S. Sorry that the respsone is so late.
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