Power of Technology vs. Power of Application
Strategy+Business, Does Nick Carr Matter?: "This is what Irving Wladawsky-Berger, a strategy executive at IBM, calls the 'post-technology era.' The technology still matters, but the steady advances in chips, storage, and software mean that the focus is less on the technology itself than on what people and companies can do with it."
The advantage comes from doing something with technology faster, more efficiently, and in a manner that attracts customers.