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Technology Stocks : Finisar - FNSR
FNSR 23.770.0%Sep 24 5:00 PM EST
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To: KevRupert who wrote (113)6/7/2000 8:23:00 AM
From: KevRupert  Read Replies (2) of 509
 
Differentiation:

I'm reading Geoffrey Moore's new book Living on the Fault Line, and page 27 reminded me of what Jerry was talking about in his ON24 interview.

In the comparision of core vs. context - Geoffrey indicated that a core activity is "any behavior that can raise your stock price is core--everything else is context".

The goal for core activities is to "differentiate as much as possible and to assign one's best resources to that challenge".

Jerry discussed in the interview that the company's core products were differentiated in terms of utility to customers. Jerry went on to add what additional benefits EMC received from one of Finisar's products.

Excellent book for those that like Geoffrey Moore.
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