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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 250.23

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Jan 30 9:30 AM EST

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To: andreas fauler who wrote (2275)	1/14/1998 2:41:00 PM
From: Stitch	Read Replies (1) of 9256

andreas, I couldn't disagree with you more. I can think of way more examples of companies that failed because they tried to be all things to all people. There are only three basic strategys available to an enterprise. Broad Line, Low Cost/technical Leadership,/ or Niche marketing. I suspect the Hall of fame is way more populated by the last of these then the other two. Try reading Porter on niche marketing. Also, try to think of the cornucopia of succesful entrpraneuership that has drive the U.S. to such a preeminent position in the world today. Try to remember what has happened to all those big, multinational, conglomerated, multidivivional companies of the 50's. You ended your pedantia with "specialists love things they know well but they usualy don't like the change." A non sequiter if I ever saw one. Today's really succesful companies (and best investment opportunities) are focused on doing one thing especially well and regularly "eat their young" to bring out improved versions. If they don't they die. Flexibilty has nothing to do with multiple product lines. IMHO, Stitch

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