Hi everyone,

I have one thing to add to the "Joel article" conversation. Normally I
wouldn't worry about it, but I thought some people might be interested in
learning why Joel's theory isn't quite right. It's solid, but it's missing a
pretty big screw.

"All else being equal, demand for a product increases when the prices of its
complements decrease," says Joel. Unfortunately, Joel forgets about two
important assumptions of economic theory. When the price of a good drops,
there are two things that can happen:

1. You have more money left in your pocket, so you buy more of that good.

2. You have more money left in your pocket, so you go buy something else.

These are known as the substitution and income effects. In the substitution
effect, you substitute something else for the good that is now more
expensive; i.e., if flights to Miami increase in price, you go to New York
instead, but if flights to Miami decrease in price, you go to Miami more
often. Thus, Joel's argument that reduced Miami flight prices yield MORE
flights to Miami and thus higher demand for hotel rooms. (I've simplified
the definitions a bit, BTW, but this is the gist of it.)

The income effect is the exact opposite. If flights to Miami decrease in
price, you buy the exact same number of flights, but now you have more money
left over. Your income level has effectively risen. In this case, reduced
Miami flight prices have no effect whatsoever on demand for hotel rooms,
because (a) nobody wants any more flights to Miami than they currently have
or (b) they'd rather have the extra cash for something else.

These two effects interact in different ways depending on the people and
goods involved. For example, the substitution effect is pretty common in
grocery purchasing (if filet mignon is the same price as Alpo, you buy the
filet) but at a certain point the income effect kicks in (you can only eat
so much, and you simply won't buy more than 30 lbs. of filet mignon per
week).

It sounds pretty basic, but it's what Joel missed. He assumes that buyers of
open source software are subject to the substitution effect. But if the
income effect prevails, the expansion of open source will have no effect on
its complements.

As far as d20 gaming goes... I'm not going to go there. It's a different
discussion. But Joel's argument is flawed, and his conclusions, though
probable, aren't fully supported by the microeconomics he lays claim to. All
else being equal, demand for a product MAY NOT INCREASE when the prices of
its complements decrease.

-- 
Joseph Goodman
Goodman Games
[EMAIL PROTECTED]
www.goodman-games.com


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