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The Dance of The Dance of Co-Opetition Co-Opetition Dave Crocker Dave Crocker Brandenburg Consulting Brandenburg Consulting MY: MY: +60 (19) 3299 +60 (19) 3299 445 445 www.brandenburg.com www.brandenburg.com US: US: +1 (408) 426 9827 +1 (408) 426 9827 [email protected] [email protected] Fax: Fax: +1 (408) 273 +1 (408) 273 6464 6464

The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 [email protected]:

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Page 1: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

The Dance The Dance of of

Co-OpetitionCo-Opetition

The Dance The Dance of of

Co-OpetitionCo-Opetition

Dave CrockerDave CrockerBrandenburg Consulting Brandenburg Consulting MY: MY: +60 (19) 3299 445 +60 (19) 3299 445www.brandenburg.comwww.brandenburg.com US: US: +1 (408) 426 9827 +1 (408) 426 [email protected]@brandenburg.com Fax: Fax: +1 (408) 273 6464 +1 (408) 273 6464

Page 2: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 2

Brandenburg Brandenburg ConsultingConsultingBrandenburg Brandenburg ConsultingConsulting

Dave CrockerDave Crocker Internet since 1972Internet since 1972

Email, EDI, Fax, ...Email, EDI, Fax, ... TCP/IP, Net mgmtTCP/IP, Net mgmt StandardsStandards

DevelopmentDevelopment Product, serviceProduct, service MCI Mail, DEC, SGIMCI Mail, DEC, SGI Startups Startups

Consulting ServicesConsulting Services

Internet business planning Internet business planning

Product, system designProduct, system design

Technical auditsTechnical audits

Standards track/contributeStandards track/contribute

Page 3: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 3

The Internet world The Internet world todaytoday

– Useful (boring) messaging – Web excitement

Multi-media Marketing Information access

– Huge installed base Easy entry Explosive growth

Good NewsGood News

Page 4: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 4

The Internet world The Internet world todaytoday

– Limited bandwidth, – Variable delay– Information searching difficult– Confusing, inadequate security– Inconsistent management– Proprietary extensions

Bad newsBad news

Page 5: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 5

OverviewOverview

Open vs. proprietaryOpen vs. proprietary Networking requires openNetworking requires open

Disturbing trends?Disturbing trends?

Competitive pressuresCompetitive pressures Fiefdoms vs. communityFiefdoms vs. community

Core vs. edgesCore vs. edges Infrastructure takes timeInfrastructure takes time

Page 6: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 6

Open vs. proprietaryOpen vs. proprietary

ProprietaryProprietary ControlControl FocusFocus And timelinessAnd timeliness

OpenOpen Multiple vendorsMultiple vendors Broad reviewBroad review GeneralityGenerality

Page 7: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 7

The meaning of “open”The meaning of “open”

Publication:Publication: Any may read & Any may read & implementimplement

Ownership:Ownership: Group control of specsGroup control of specs

Development:Development:Broad participationBroad participation

Page 8: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 8

Internetworking Internetworking requires openrequires open

Casual interaction Casual interaction Without prior arrangementWithout prior arrangement Participants Participants mustmust support same set of support same set of

capabilitiescapabilities

Fragile basisFragile basis Deviation by any components prevents Deviation by any components prevents

interoperabilityinteroperability Standards “based” isn’t good enoughStandards “based” isn’t good enough

Page 9: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 9

Styles of useStyles of use

Receiver pullReceiver pull Interactive sessionsInteractive sessions Individual, foreground refinementIndividual, foreground refinement

Sender pushSender push MessagingMessaging Bulk, background distributionBulk, background distribution

(Mark Smith, Intel)(Mark Smith, Intel)

Page 10: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 10

Upper vs. lower layersUpper vs. lower layers

Open transport / Proprietary Open transport / Proprietary applications?applications? Still requires prior arrangementStill requires prior arrangement Still requires multiple apps for same taskStill requires multiple apps for same task

Explosion of user complexityExplosion of user complexity Increased priceIncreased price

Page 11: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 11

Competitive Competitive pressurespressures

Quicker to Quicker to marketmarket

Carefully Carefully tailored to tailored to vendor needvendor need

Creator benefitsCreator benefits

Non-Non-interoperabilityinteroperability

Different Different package for package for every functionevery function

Inadequate Inadequate public reviewpublic review

Page 12: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 12

Core vs. edges...Core vs. edges...My objectMy object

ObjectObject ChannelChannel

Secure

My objectMy object

FTPFTPEMailEMail

Web Web

Secure

My objectMy objectSecure

My objectMy object

EMailEMail

My objectMy objectMy objectMy object

Web Security

Web ServerWeb Server

Web ServerWeb Server

MTAMTA

MTAMTA

EMail Security

Page 13: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 13

CoreCore

InfrastructureInfrastructure Support along entire pathSupport along entire path Adoption delayAdoption delay Operation fragility/dependenceOperation fragility/dependence No central controlNo central control

Time before useful / popularTime before useful / popular DecadeDecade

Page 14: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 14

IPv6IPv6

Began with simple goalBegan with simple goal Increase address spaceIncrease address space Became design by committeeBecame design by committee

Should have deployed 3 Should have deployed 3 years agoyears ago Lucky to get any installed base by 2000Lucky to get any installed base by 2000

Page 15: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 15

EdgesEdges

Any two hostsAny two hosts Instantaneous utilityInstantaneous utility No special infrastructure benefitsNo special infrastructure benefits

PlusPlus MinusMinus

Time before useful / popularTime before useful / popular Year / half-decadeYear / half-decade

Page 16: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 16

Intra- Intra- vs.vs. Inter-nets? Inter-nets?

Intranets Intranets Move to ISP administration styleMove to ISP administration style WAN lines usually congestedWAN lines usually congested

InternetsInternets Virtual corporations need public Virtual corporations need public

facilitiesfacilities

Page 17: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 17

IntegrationIntegration

System operators System operators Hate extra boxesHate extra boxes

Users Users Hate extra applicationsHate extra applications Except when they love themExcept when they love them

Page 18: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 18

Facts of lifeFacts of life

Real-time Global InternetReal-time Global Internet 5-10 years, minimum5-10 years, minimum

High-bandwidth to global High-bandwidth to global

usersusers 5-10 years, minimum5-10 years, minimum

Page 19: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 19

Cliches to live byCliches to live by

Customers buy solutionsCustomers buy solutions

A product that solves three A product that solves three

problems problems Is better than one that solves only oneIs better than one that solves only one

Page 20: The Dance of Co-Opetition Dave Crocker Brandenburg Consulting MY: +60 (19) 3299 445 : +1 (408) 426 9827 dcrocker@brandenburg.comFax:

© 1998 D. Crocker, Brandenburg Consulting 20

Fiefdoms vs. Fiefdoms vs. community?community?

Vendor initiativesVendor initiatives Market leadMarket lead

Folded into public Folded into public

standardsstandards Open accessOpen access

Open enhancementOpen enhancementIt all depends on market demand.It all depends on market demand.