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

To: DownSouth who wrote (20313)3/16/2000 12:19:00 PM
From: Fargonaut  Respond to of 54805
 
...Polaroid and IBM are not examples of overvaluations that fell. They are examples of discontinuous innovations disrupting a company's product popularity and depressing margins...

Very true on a company-specific level. I think views are changing on a macro level, too: "We are watching the beginnings of a global economic boom on a scale never experienced before...two metatrends - fundamental technological change and a new ethos of openness - will transform our world..." From The Long Boom: A History of the Future, 1980-2020, Schwartz and Leyden.

wired.com

I like to pull this article out during market corrections.

Frank



To: DownSouth who wrote (20313)3/16/2000 10:42:00 PM
From: Michael Kucera  Respond to of 54805
 
.re: They are examples of discontinuous innovations disrupting a company's product popularity and depressing margins. Many of us here are becoming smart enough about this phenomenon to respond appropriately as investors.

exactly, well said DownSouth. but the article did SOUND good nevermind the factual details. Never let the facts get in the way of a good opinion!


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