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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (11590)12/1/1999 12:14:00 AM
From: Percival 917  Read Replies (1) of 54805
 
Good Evening Mike,

I am actually about one fourth of the way through Dilemma and the author does use disruptive and discontinuous in somewhat different context than the FM does. In his introduction he has a section on sustaining versus disruptive technologies and he states:

Most new technologies foster improved product performance. I call these sustaining technologies. (basically our continuous innovations)Some sustaining technologies can be "discontinuous" or radical in character, while others are of an incremental nature. An important finding in this book is that RARELY have even the most radically difficult sustaining technologies precipitated the failure of leading firms.

Occasionally, however, "disruptive technologies" emerge: technologies that result in "worse" product performance, at least in the near term. Ironically it was the disruptive technologies that precipitated the leading firms' demise. Products based on disruptive technologies are typically cheaper, simpler, smaller, and, frequently, more convenient to use.

After rereading it, it does appear that his disruptive technology is essentially the same as our discontinuous, but his specifically mentioning discontinuous at first seemed at odds with our view. It's late and I hope I am not babbling here.

Joel
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