Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 166.30

-4.7%

3:59 PM EST

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To: Robert Douglas who wrote (6847)	7/23/1999 12:57:00 PM
From: Ron M	Read Replies (1) of 9256

This sector is certainly one which could drive one to drink. Have any of you read the book, The Innovator's Dilemma by Christensen. He makes a number of points by focusing on the DD sector. Chapter 1 starts as follows; "When I began my search for an answer to the puzzle of why the best firms can fail, a friend offered some sage advice. ' Those who study genetics avoid studying humans because new generations come along only every thirty years or so, it takes along time to study the cause and effect of any changes. Instead, they study fruit flies. because they are conceived, born, mature and die all within a single day. If you want to understand why something happens in business, study the disk drive industry. Those companies are the closest things to fruit flies that the business world will ever see.'"

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