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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: John Trader who wrote (57614)	12/17/2001 9:21:55 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>>In theory I guess a great management team will adapt, but history has shown that most big companies have trouble adapting. << Actually, the very things that define a "great management team" tend to make it difficult to adapt to discontinuous innovations. Companies that are very successful in an existing niche have trouble recognizing the profit potential in emerging technologies. In part because, at least at first, the emerging technology usually doesn't perform as well as the existing one, so the company's existing customers aren't interested. (Digital cameras vs. high-end SLRs, for instance.) Clayton Christensen's book "The Innovator's Dilemma" goes into great detail on this behavior. thinfilmmfg.com Katherine

To: John Trader who wrote (57614)	12/17/2001 9:47:42 AM
From: robert b furman	Read Replies (1) \| Respond to of 70976

HI John, The fiber created is the medium.The laser and modulators that continually reinvent how fast the pulses of light (and how many different colors of light) travel thru the glass is what is slowing down a significant portion of GLW's sales.I'm going off recall here,but I think GLW's CEO said it was either 20 % or 40 % of their business. In a way,recent inventions have made glass so fast and efficient,the demand for more glass has been momentarily curtailed. I'm not sure what that is - I'm thinking commoditization more than discontinuous onnovation. Bob