In "HP steals from government playbook..or..How to get impressive sounding market size" blogger Jeffrey Stewart makes points about the "game" of estimating a new companys market size in the most positive light, sometimes to extremes. Hes used HPs recent "53 trillion pages" stat as an example. I know Jeff from his days at Mimeo.com, but even if I didnt Id recommend his blog. Worthwhile reading.
In a related tangent, I was interested to read Chris Shipleys Demo Letter this week, "DEMO is about product innovation, not just about start-ups", which furthers the point that the title does nicely, or in my words, dont assume it takes a start-up to innovate!
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