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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (4514)8/2/1999 11:16:00 AM
From: HDC  Read Replies (2) | Respond to of 54805
 
DownSouth, Hi! RE: "Will EMC choose to go down market where its technology is clearly more expensive compared to NTAP, or will it duke it out with IBM where its technology is at least equal if not better than IBM's?"

I think the answer may reside in another "must read" book titled "The Innovator's Dilemma" by Clayton M. Christensen. It specifically addresses the attack from below by more cost efficient competitors and the difficulty of established players to go "down market".

Best,

Duncan



To: DownSouth who wrote (4514)8/2/1999 11:24:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
Now that Duncan has recommended another must read to answer your question, we have the following on our required list:

The Gorilla Game
The Innovator's Dilemma
Crossing the Chasm
Inside the Tornado
The Millionaire Next Door

This is turning into a book club; when are we going to have time to check our investments? I'm just glad we've got folks on this thread that are familiar with each of them and can offer canned answers <g>.

Frank


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