Archive - Bill Gurley Notes

December 2021

Switching Costs as a Strategic Tool: How Hard Is It for Your Customers to Leave?

Dec 31, 2021 •

PC Feature Wars: Differentiation in a Commodity Market

Dec 29, 2021 •

The Good, the Bad, and the Ugly: Catching Up with Apple Computer

Dec 28, 2021 •

Limiting Excess Profitability: A New Intel Motherboard Theory

Dec 24, 2021 •

Lowering the Barriers to Entry: Intel Makes it Easy to Be a PC Company

Dec 23, 2021 •

Perception vs. Reality: The Increasing Complexity of Measuring PC Demand

Dec 22, 2021 •

Behold the Sigmoid: The Importance of the S Curve in High Tech Product Adoption

Dec 21, 2021 •

New Kid on the Block: HP Decides to Be a Player in PCs

Dec 18, 2021 •

Nothing Lasts Forever: The Future of Intel and Microsoft

Dec 17, 2021 •

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