Intel Corp (INTC)

[spaarky]

People get confused with the horizontal vs. verticle models. Vertical success is instantaneous, but it's fragile, and requires success across all tiers of the model. Horizontal models are like slow moving hurricanes that need time to build momentum, but once they hit critical mass, can impact entire markets.

Well stated. Exhibit A: Android at 75% smartphone market share. Android's entry in the smartphone market was weak, but within a few years it has become the dominant platform. And during that time, thanks to healthy competition, Android devices+OS have gone from clunky and awkward to "best in class."

-=spaark=-