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Technology Stocks : WDC/Sandisk Corporation

WDC 156.61

-3.6%

1:40 PM EST

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To: Binx Bolling who wrote (6950)	9/12/1999 10:50:00 AM
From: Ausdauer	Read Replies (2) of 60323

Binx, I did pick up Bloomberg's investment magazine this month (October 1999). There is an article on disruptive innovations by Clayton Christensen, a Harvard B-school professor. "Goldman Sachs, Merrill Lynch, Kodak and others facing serious disruptive threats stand at a fork in the road." "Digital photography is a disruptive technology to the silver-halide film market." "Handheld digital appliances - combinations of mobile phones and Palm Pilots of the sort being offered by Qualcomm - are beginning to disrupt notebook computers." Ausdauer

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