Your market is a jungle filled with predators that compete for the same resources. Survival depends upon understanding your competitors, especially their Capability and Propensity to attack.
The following chart lays out your market like a playing board, showing each of your competitors' and their position in the market. When you analyze the data, each competitor falls within one of four quadrants:
"Good" Competitor (High Capability, Low Propensity)
- Have the ability to act, but prefer a positive response.
No Threat (Low Capability, Low Propensity)
- Have neither the will nor the way to respond.
Disruptive (Low Capability, High Propensity)
- Lack the means, but must try anything to survive.
Dangerous (High Capability, High Propensity)
- Have the assets required, the desire, and the skills to use them.

This chart analyzes the real world market for the movie download service. It was prepared for Vudu.com who offers a set-top box and 5,000 movie titles with flawless image quality and instant download/playback. This industry is expanding rapidly as a result of increasing bandwidth and lower prices.
Vudu's two competitors with the highest propensity to attack are NetFlix and CinemaNow. NetFlix has significant resources, is extremely committed, and was one of the first to shake up the movie rental business. CinemaNow is invested heavily and is unpredictable.
The two competitors with the greatest capability are XBoxLive and NetFlix. XBoxLive has significant staying power and NetFlix is very experienced with many strengths.
A chart like this should be mounted on the wall of every manager's desk. Understanding your competitors' capabilities and propensity will help you recognize the true threats and choose when and how to initiate or respond. Choosing the right battles is as critical to your success as the quality of your product or service.
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