Interestingly, a successful company/product in a category is probably more likely to discourage competition than several that have failed to gain traction. The reason is obvious, but this is probably backward. A success shows that people want what's being offered -- and there's usually room for a couple different twists on something people really want. While, a category that has yet to find a winner is a very strong sign that some assumptions about people's desires are wrong -- which is not going to be changed much by a new twist or better execution.
(Sent vis Gmail to blog from my treo from the only coffee shop on Valencia without wifi.)
(Sent vis Gmail to blog from my treo from the only coffee shop on Valencia without wifi.)