[oblio]

Well, as I think Joel says in the article, you want some sort of Econ 101 textbook. Regarding FogCreek, you need to be aware of the whole picture: when Joel's talking about strategy, especially at that level, he's talking about big companies. Fog Creek doesn't have the kind of pull necessary to really care about complements or substitutes. Their strategy is probably: "fill whichever niche we deem free" :)

[oAlbe]

Oh yeah, I was thinking of something more specific, but I'll look into that too.

Well but then there's a big missed opportunity there, isn't it? I mean, it sounds like a principle like that would apply to most scenarios, unless you are too small to even think of making an impact on your complements markets with your financial power. In that case, sure.