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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (4514)8/2/1999 11:16:00 AM
From: HDC  Read Replies (2) of 54805
 
DownSouth, Hi! RE: "Will EMC choose to go down market where its technology is clearly more expensive compared to NTAP, or will it duke it out with IBM where its technology is at least equal if not better than IBM's?"

I think the answer may reside in another "must read" book titled "The Innovator's Dilemma" by Clayton M. Christensen. It specifically addresses the attack from below by more cost efficient competitors and the difficulty of established players to go "down market".

Best,

Duncan
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