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

To: LindyBill who wrote (33954)	10/28/2000 10:48:05 AM
From: MarkR37	Read Replies (1) \| Respond to of 54805

Thanks for the response Lindy. You said: "Most of us would not touch it with a 10 foot pole." I said: "For most of you, this is not a company to consider" I guess we agree on that point. I was interested in whether this product qualifies as a disruptive technology? What do you think? Also, my investment in this will be very small, .2% or less of my portfolio.

To: LindyBill who wrote (33954)	10/29/2000 4:31:12 AM
From: synchros	Read Replies (1) \| Respond to of 54805

I agree that Transmeta is not a current gorilla or king candidate, but MarkR37 seems to be correct in identifying Transmeta's Caruso as a good example of a disruptive innovation. Intel and AMD (the entrenched companies) may have even experimented with and rejected this technology because they are staying in tune with their customers and are piling their R&D power and $$ into furthering a continuous technology. I, for one, will be interested in following how this plays out and whether Christensen's ideas apply here. Synchros