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Friday, November 22, 2002
15:33 - View from the sidelines
http://www.iecommerce.com/2002/11/21.html

(top) link
Ravi Pandya has some higher-level observations on the ongoing Mac/Windows brouhaha that bubbles up every so often around here.

Most people who use the phrase "disruptive technology" without reading Christensen's book seem to think it means a huge leap forward. In fact, his original meaning is almost the opposite: As a technology market matures, the industry leaders follow their most demanding customers past the point where the market continues to value marginal improvements in technology. This opens the opportunity for disruptive new entrants at the "low end" with products that are inferior by all the standard performance metrics but deliver superior value along some other dimension.

Good stuff. There are lots of highly compressed bits of academic detail in here that could be expanded to a fairly large discussion. But one upshot is that Apple does have value beyond simply trying to compete on "speed" terms. That's always been true and fundamental, after all, or else a Mac would be pretty much indistinguishable from Windows today-- and probably dead.

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