George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: moat who wrote (1134)	5/27/1999 1:29:00 PM
From: moat	Read Replies (1) of 5853

After seeing Christensen on Charlie Rose on 5/26/99, I take back my negative comments in post #1134: Message 8609669 I finally understood what he is said (i.e. by theory, as well as by numerous examples) about why the established businesses with "overshoot" products is vulnerable to new "undershoot" technologies (or methods) from new player with no baggage. The new player will take hold first with those not-very-important customers (i.e. low margin), and work its way up the ladder. His message is that the established leader must be watchful of new developments and set up separate business units (with the freedom) to deal with disruptive advances. (he pointed to HP printers and Intel's Celeron as great examples) Christensen's concepts and examples are invaluable to every CEO (and investor).

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