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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (5654)	8/31/1999 9:36:00 PM
From: Mike Buckley	Read Replies (3) of 54805

DownSouth, . It offers more speed/$. It makes more CPU, high memory apps (voice, video, etc) more viable. It requires a different motherboard design (Camino chipset). Of those three, the last one is discontinous. Now we're getting somewhere! If the other two items are also discontinuous in nature, it must be because of something related to them that is discontinuous. As an example, greater speed in and of itself is a continuous innovation, not a discontinuous innovation. If there is something that allows the greater speed to happen that is discontinuous, we'd need to understand what it is. Make sense? --Mike Buckley

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