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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (11572)11/30/1999 9:21:00 PM
From: Tom Ardnij  Read Replies (1) of 54805
 
Stan, I would second the observation that it was worth the price of admission many times over. I want to take some time to assemble notes from the conference to share in a most effective way the key things that I learned.

I'll try to get that done yet this evening. At the core of the conference was Clayton Christensen's Innovator's Dilemma. George Gilder was co-host, so we heard lot's from him on the Telecosm. Several companies including Qualcomm had executives there in discussion panels.

You can probably tell from a couple of my other posts that I believe that the concept of disruptive technologies disturbing the comfort zone of truly excellent companies is inextricably intertwined with our gorilla game. I think these disruptive companies are super G&K hunting grounds on the one hand, but very importantly they are also threats to the CAP that we hold dear in our existing gorillas.

Let me put together a run-down on the conference to post for the thread.

Best Regards,
Tom
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