Clayton Christensen's book, theory, and examples.... Message Board

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Strategies & Market Trends : Clayton Christensen's book, theory, and examples....

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To: Raymond Duray who wrote (5)	5/28/1999 2:13:00 PM
From: moat	Read Replies (3) of 11

Thank you for the acronym site! I agree w/ you about msft. I don't see windows or office going away anytime soon (or those product prices going lower). That's why I am still long the stock. However, it is very interesting that CC (Clayton C.) is predicting that msft will be in trouble in about 5-7 years (he said it on the C. Rose show). I also found it very interesting (distrubing since I am a shareholder) that CC said no one from msft has called him. Clearly CC has insights that could be useful to Gates and company in various product areas. We'll see how java/browsers/networks/handhelds/settops/web-apps develop over the next few years ... wish I could see the future. About the last mile (cable, dsl, wireless)... a datapoint ... I live in Ca. and I got my DSL (for $49/mo) from PacBell in Jan/99. My DSL connection goes down a lot and PacBell's tech support (its network admins) sucks big time. I am envy of those who have reliable cable modems. I can't wait till TCI offers the service in my area. I bet they (cable and RBOC) all regret not investing more aggressively over the past three years; now everyone sees the monster-Internet (e.g. AT&T is now forcing everyone to move faster). On another topic ... in my readings, I've found Gilder, Christensen, Buffett, Munger, Bill Miller, very helpful (my interest is mostly focused on investing in public companies). I really like Gilder's insight into semiconductors and networks. I would love to find more writers (of Gilder's quality) in other areas to expand my knowledge. Do you have any suggestions?

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