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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Casaubon who wrote (76123)	4/28/2001 8:29:38 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 99985

This is especially true of companies that miss the boat on emerging tech, exemplified by companies such as Eastman Kodak, polaroid, DEC, and many more. It is not hard for me to imagine a world without Compaq. In such a scenario, even the shares acquired earlier from thier growth period would become an albatross, though I mostly agree with the analysis you presented. Well said. I would rank Compaq lower on the totem pole in the commodity business of box making than the enabling technology found within the actual boxes from companies like Intel and Microsoft. The execution game became the force between Compaq, IBM, Dell, HP, Micron Electronics, Gateway, etc... . In that arena, Dell's business model seemingly powered through and turned that sector inside out. Of course, books like "Crossing the Chasm", "Inside the Tornado", "The Gorilla Game", etc... cover it all in much finer detail. If we think back on Polaroid, Wang, Xerox, Kodak, Digital, etc... they will be nice historical lessons that will be added to as some of today's companies face the reality of being run over by a discontinuous innovation. As time moves forward, will it be Intel, Cisco, Oracle, SAP, Microsoft, Qualcomm or another that joins the ranks of Polaroid, Wang, Xerox, etc... as the years roll by? Sorry about confusing your thoughts with those of the author from the clips you pasted. No doubt that technology is not a buy and hold forever strategy in theory. Buy and hold until threat of a discontinuous innovation usurping the category makes more sense. Because of that, I agree with the comments about diversity. BB