One part of it is that the average person can easily remember 3 things on a topic, anything beyond that gets more difficult. The army has done some studies on that, I have something on that somewhere around this virtual mess on my PC. This explains a peice of why you get 3 big players on the vert ramp and everyone else is on a trip to the long tail ghetto.
The other is the mistaken notion that you’re ever going to make more than a nickel if you are out on the tail. People seem to be stretching it beyond the fact that one must own the whole curve.
I’m also working an an addendum to my Web 3.0 post which will show why the browser will die, more on that tomorrow.