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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (14973)1/12/2000 9:17:00 AM
From: John Stichnoth   of 54805
 
Re Innovator's Dilemma
how dry it is.

I thought it was riveting! Shows you how wierd I must be! <g> Maybe it's because the disk drive sector gave me my "best" lesson--certainly most expensive--in investing. I rode Western Digital, Applied Magnetics and ReadRite all the way to the top, and then almost all the way down. It took me almost all of 1998 to get back to even with the S&P. :o(

In any "case", I do like the case examples that Chrisetnsen presents. I found it easy to read, especially the discussions of sectors where I have dabbled. I've even looked at the construction equipment sector, and it was cool to see the innovation topic applied outside of the tech sector.

Best,
John
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