Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: LindyBill who wrote (8628)	10/22/1999 1:14:00 PM
From: Peter Sherman	Respond to of 54805

perhaps LU takes a run at all or part of Q

To: LindyBill who wrote (8628)	10/22/1999 3:47:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

LB, I was there with you (CSCO thread), laughing and choking. I bailed out of LU about that time and bought PMCS, JDSU, CNXT. LOL! LU's problems have just begun, imo. NT will eat their lunch in "the old world" market and CSCO will keep them out of the new world, I believe. And QCOM has a monopoly on "the brave new world".

To: LindyBill who wrote (8628)	10/23/1999 3:53:00 PM
From: mauser96	Respond to of 54805

As several others on the thread have pointed out, Clayton Christensen's book "The Innovator's Dilemma" goes into this in detail. The record of old line established companies being able to successfully adapt disruptive technology is very poor. It takes disruptive company strategy to handle disruptive technologies, and most old line companies aren't willing to take this leap.The only way to do it is by establishing an independent dedicated autonomously operated organization. This is then spun off from the mainstream company. Nortel Networks is doing just that. NT is under new management that understands disruptive technology. In the long run "thinking young" will work for both NT and CSCO, but I think LU will not do as well. Meanwhile the demand for older technologies like SONET etc. will soar over the next year or two, convincing companies like LU that there is no need to take radical action.