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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (33971)	10/28/2000 12:45:30 PM
From: MarkR37	Read Replies (2) of 54805

How is it an improvement? The primary benchmark used to determine value in the microprocessor market is speed. It offers less performance than current Intel and AMD chips. It also requires less power and produces less heat. Here is what Christensen said: ""Disruptive technologies bring to a market a very different value proposition than had been available previously. Generally, disruptive technologies under perform established products in mainstream markets. But they have other features that a few fringe (and generally new) customers value. Products based on disruptive technologies are typically cheaper, simpler, smaller, and, frequently, more convenient to use." It is a very difficult task for an established firm to compete against these types of innovations. Typically, the established firms will retreat up the value chain and make faster, higher margin, products (think of EMC vs NTAP). This does not mean that Transmeta will be a great investment. But they will not have to take on Intel as AMD has done. They will be able to attack from below and try to develop their own new markets with this product. Thanks again for indulging me.

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