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Table of contents

Life At The Top Of The S-Curve

PowerPoint Presentation

Slide 3

Slide 4

Example: Disk Density

Example: Disk Costs

Moore’s Law (1979)

Limits to Moore’s Law?

Internet Growth (Hosts)

The Business Climate - 5 Great Years

The Business Climate - But not for drive vendors

Stages of the Growth Curve

Lots of Growth Curves

Growth In Many Fields

Stunted Growth

Double-Digit Returns The Hard Way

What Happened?

Or How About:

Life at the Top of the S-Curve

Dow 1930 - 2003

Slide 21

Storage Practice and Customer Care

Sun Micro HealthCheck

Strategy 1

3 Growth Laws

Storage Service Providers

Networks for Storage

Growing Pressure

Strategy 2

Media As An Example

Less Obvious Blocks

Strategy 3

Computer/Communications Revolution

“The Internet Changes Everything”

A Sideways Approach

Sideways At Sun

Strategy 4: Understand The Innovator’s Dilemma.

Principles of Disruptive Innovation

Stages of Disruptive Innovation

Stages of Disruptive Innovation (cont.)

The Answer

Strategy 5 Listen to the young.

Strategy 6 Bootstrap Companies

Strategy 7 Join a New Curve

Homework

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