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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (17302)2/6/2000 2:38:00 PM
From: mauser96   of 54805
 
I just got the March 2000 print issue of Individual Investor magazine. It's far better than most of the issues, and is mostly devoted to tech. A sidebar on Clayton Christensen -
"How does a company take over a market and become a blue chip ? By invading the low end with relatively inexpensive, technologically simple products that allow a broader population to do something that has been restricted to specialists and the wealthy." Doesn't this sound like a description of NTAP?
Mr. Christensen is also very up beat on Sony's PlayStation 2, saying it is likely to be the dominant platform for all long distance education.
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