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To: tekboy who wrote (30462)	8/25/2000 9:57:55 AM
From: areokat	Respond to of 54805

but never forget that you cannot identify a disruptive technology without listening first and foremost to the customer. The question though, is which set of customers? The problem with market leader companies faced with a disruptive innovation is that they are listening to their customers.And because they are listening to their customers they have a great deal of difficulty responding to the threat. Market leaders also have other problems which prevents them from responding appropriately such as having the wrong management structure. But a good article. Kat

To: tekboy who wrote (30462)	8/25/2000 11:41:53 AM
From: StockHawk	Respond to of 54805

re: disruptive technologies tekboy, you have posted some excellent articles from Briefing.com, thanks. The part below should be read even by those with no interest in BRCD, as it makes an important point: "The most important mistake that we see when investors attempt to identify disruptive technologies is that they spend too much time listening to those who have a vested interested in the legacy technology. And it is critical to note that this includes the brokerage community. Existing banking relationships are almost always with legacy technology providers. Take the Brocade example -- we must all guard against being comforted by the assurances from the brokerage community that the FC/SoIP battle is no threat to Brocade. All public SAN companies are invested in FC, and thus there is little incentive for a sell-side analyst to get behind SoIP. The same is true of Tellabs -- you can expect many strong defenses of its prospects as well. You need not ignore this research, as it does contain some insights, but never forget that you cannot identify a disruptive technology without listening first and foremost to the customer." StockHawk