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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (1491)	4/26/1999 5:09:00 AM
From: gdichaz	Read Replies (1) of 54805

To Mike: Looking forward to your further careful analysis of the Q in comparison to Cisco. Is there more to come now or soon? You mentioned concepts from "the Innovators Dilemma" by Christensen who is the favorite guru of Intel management and has been strongly recommended by George Gilder. His ideas could be the basis for a very interesting discussion of disruptive technologies of the Q, e.g cdma and handheld wireless internet devices. Any further comments on the book or its core "disruptive technologies" approach? BTW seems like either here or on a separate thread, a discussion in some depth of Christensen's ideas would be fun and useful. Respect as always. Chaz too

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