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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (34039)10/30/2000 10:22:05 AM
From: MarkR37  Read Replies (1) of 54805
 
<<Transmeta's Crusoe might be disruptive by virtue of its energy efficiency.

But so what????????>>

Hello Apollo,

This is indeed a speculative play for me and most of you have no business investing in this company if you call yourself Gorilla Gamers. It is very, very early. Also, as I am sure you know, the Innovator's Dilemma is not meant to be an investment guide in any way shape or form. It is more a history of how different firms deal with threats from disruptive technologies. If this does prove to be a disruptive technology, the book goes to great lengths to describe the advantages these new entrant firms have against established rivals. For me, it seems like a fun place to have .2% of my money.
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