This is what I submitted to the Fast Company blog:
The end of the game on Web 2.0 vs MS is related to net neutrality and true
electricity deregulation. The net and electricity services will shift from
either/or to multiple options as John Naisbitt envisioned in Megatrends. 100%
service availability is not possible. 3-nines (99.9%), 4-nines (99.99%) and so
on service availability will fill the multiple options customers will elect to
maximize the value added from the services. A third alternative might arrive
where those services are offered without price controls on a business as usual
wholesale, retail, customer value chain. Small and medium size businesses will
purchase the insurance they need to decide to purchase central or distributed
services.
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