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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: cfoe who wrote (2168)	1/21/2000 11:12:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10934

You are a true Christensen scholar. Well said. To move your product strategy down market the company must make massive changes in the way people behave all the way down to the field engineer, including R&D, marketing, and sales. As you said, the only companies that have done this succesfully, according to Christensen, are the ones that spun off entire vertical organizations as seperate units, usually as seperate companies. EMC won't do that. Its too much like sawing your leg off to save your life. (Forgive the drama.) This will be verrrry interesting.