Close to home, companies centered in 3D technology crave for stability. Yet, profits are elusive, the pace of technology appears to move faster that Moore's law, the PC increasingly competes with the home video game platform and mainstream business applications refuse to appear. One can only wonder if 3D technology is disruptive upon itself. Certainly Clayton Christensen made this case in the disk drive business. There are forces behind or supportive of this turmoil that are not easily modified.
Big markets are consumer centric and niche markets everything else.
Thus, companies that seek the middle ground will eventually find themselves being pulled to either end of this spectrum. Most companies fear big markets because if they cannot compete it is usually terminal. Business models are at the center of business macroeconomics, company strategy and company valuation today. The Internet has turned the concept of what is a business model upside down. We maintain that this has only begun.