The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: engineer who wrote (1930)	9/27/1999 4:17:00 PM
From: cfoe	Read Replies (1) of 13582

To this discussion I offer a quote from a recent piece by Clayton Christensen: "there are tremendous opportunities for companies who identify applications for technology to large, less-skilled markets." He also says that existing companies often view new technologies as sustaining, rather than disruptive. So they wait until they "perfect" the new technology and can profitably add it to their existing product line, for their existing customers. Meanwhile new firms use the less than perfect current technology to go after the large, less-skilled market. This seems to describe the success of the Palm "OS" and maybe some of the difficulty MSFT seems to be having in establishing CE. My hope for QCOM is that they direct their efforts to support the disruptors because the more success they have, the more business for QCOM.

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