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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (24951)	5/18/2000 10:23:00 AM
From: alankeister	Read Replies (1) of 54805

Regarding Clayton Christensen, he spoke at my office last month. I came away enlightened. I agree his book is a must read for investors. It can help investors identify discontinuous technologies and project how companies can take advantage of them to overrun established market leaders. His book is called "The Innovator's Dilemma: how new technologies cause great firms to fail". In his talk, he said he should have named his book "The Innovator's Dilemma: how trivial technologies cause great firms to fail. I won't go into detail about why he thinks that. It should be obvious from his book. There is a video of Professor Christians talk and a Gilder talk online at today.askmerrill.com - Alan

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