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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EnricoPalazzo who wrote (42750)	5/17/2001 4:58:06 PM
From: Judith Williams	Read Replies (3) of 54805

Ardethan-- I took Thomas's "wholeness" to refer to end-to-end solutions. Christensen commented at the conference that companies early on the TALC offer end-to-end solutions for specific problems--in other words, one-stop shopping. As they mature, however, he contends that certain components become a focus of innovation and are also prey to attack from below, then later to commoditization as attackers fight for share on the basis of price. This process can be seen in the OC-192 router: Csco had an end-to-end solution; Juniper stepped in and focused energy on improving the part and stole market share with the improvement. --Judith Williams

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