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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.07-1.0%Nov 18 3:59 PM EST
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To: Boplicity who wrote (40870)9/14/1999 10:35:00 AM
From: cfoe  Read Replies (1) of 152472
 
Clayton Christensen (The Innovator's Dilemma) said recently that the best disruptive model he has seen is to produce the capacity for other "disruptors." This is what he called the Intel model. It looks like QCOM has chosen this path.
(In all the conversations about the handset division these last few days this path for QCOM did not occur to me.)

Also, the concern about QCOM not being able to "push the development envelope" did not hurt Intel. Now that wireless gadgets are clearly in the "tornado" this may not bother QCOM either.
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