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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (42717)	5/17/2001 9:36:27 AM
From: Judith Williams	Read Replies (1) of 54805

Thomas-- wholeness can easily include a component that has been commoditized I think this point is an important one and may need amplification. End-to-end solutions don't remain static nor do they stay on the same place in the TALC. Clayton Christensen commented on this phenomenon in a recent conference. "Immature" companies in technology tend to thrive by offering "whole" solutions. Mature companies by contrast, he believes, gravitate to the components within the "whole" for innovation and thus are more subject to commoditization. --Judith Williams

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