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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (25865)	6/5/2000 11:32:00 AM
From: Mike Buckley	Read Replies (1) of 54805

Jerry, The relationship between NTAP and EMC has been consistently used as a great example of a technology with an initial small market value (NTAP's) loosening the underpinnings of the more established technolgy (EMC/s) as described in Christensen's Innovator's Dilemma. Have you read the book and what are your thoughts about that in the context of your modified opinion about the co-existence of the two technologies? Also, do you see NTAP's technology as a discontinuous innovation of EMC's technology? --Mike Buckley

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