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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (11699)12/1/1999 8:03:00 PM
From: Tom Ardnij  Read Replies (1) of 54805
 
Lucius, I think you are right about the ability of the existing technology company to buy their way into the new disruptive technology. I think Cisco in particular demonstrates great skill at appropriating new technology development by acquisition. It's a legitimate means of reacting. I think Intel has done a good job of responding to AMD by segmenting the market with it's Celeron offering.

Best Regards,
Tom
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