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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: areokat who wrote (24470)5/11/2000 9:26:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Tom,

Doesn't one of Moore's books speak to a series of S curves with the company moving up from one tornado to another?

My apologies that I forgot to get back to you about that.

In the paperback version of Inside the Torndao you'll find that discussion beginning on page 105. From page 106, the really important stuff:

"And for as long as I can recall, technology marketing has assumed that, as one reaches the top of one S-curve, one should be looking to transition into the bottom of the next one.

Some might call this building a staircase out of seahorses. I would call it scheduling tornadoes. [The author's emphasis, not mine.] It is not only presumptuous -- it just doesn't work. Or rather, it works for the high-tech sector as a whole, and even for a few highly blessed companies at its core, but is inoperable as a company-specific strategy for any but these chosen few."

--Mike Buckley
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