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To: Rick who wrote (42300)	4/30/2001 7:19:10 PM
From: Rick	Respond to of 54805

"Innovator's Dilemma" post from Q thread: To:Dennis Roth who wrote (98518) From: carranza2 Monday, Apr 30, 2001 9:51 AM Respond to of 98577 Very interesting article in one of the two latest editions of Foreign Affairs, co-authored by the author of the Innovator's Dilemma dealing with the point you tangentially raise. The insight was that the growth of successful innovators starts out at the bottom end of the market, making cheap, simple devices that work well. They gain market share as a result. Their growth and profits are huge. A good example is the Japanese auto industry in the '70s. As these successful innovators grow, they are tempted to make their presence felt upmarket, e.g., Lexus, Infiniti, etc. The growth in the down-market segments is ignored and they suffer as a result. I'm over-simplifying the point and the reasons for it, but it's good enough for a forum such as this one. I am heartened that Q is involved in both up-market and down-market aspects of telephony. I hope it never forgets that there are always profits and growth in the down-market world.