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Strategies & Market Trends : Currencies and the Global Capital Markets

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To: maceng2 who wrote (3421)	6/8/2002 8:09:53 PM
From: Raymond Duray	Read Replies (1) of 3536

Hi PB, Re: INTC and the Innovator's Dilemma I think Intel's basic problem is that they've reached the point in the product cylce for CPUs where the product exceeds the market's requirements. Clayton Christiansen noted the phenomenon in his book, "The Innovator's Dilemma" on disruptive innovation. amazon.com I.e. the next iteration of processor units won't sell well unless someone comes up with "killer app" level reason for the advanced features and speed. ****************************************** Fred Hickey sounds like a smart fella. :) Scott Cleland, of the Precursor Group is another honest, capable analyst: precursorgroup.com

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