(part 1 of 4)
Company Disruptive Innovation
Compaq Personal Computer
Dell Direct-Order PC
Toyota Small Cars
Sony Portable Radio, TV
Honda Small, off-road MCs
Merrill Lynch Access, salaried salesman
Charles Schwab Discount trading
Wal-Mart Discount retailing
(part 2 of 4)
Company Est. Firm/Products
Compaq Mini-computers & Mainframes
Dell Retail stores
Toyota Large Cars
Sony Vacuum tube-based electronics
Honda Large, road MCs
Merrill Lynch Wall St. Investment Banks
Charles Schwab Wall St. Investment Banks
Wal-Mart Department stores
(part 3 of 4)
Company Prior Ind. Leader
Compaq IBM, DEC
Dell Compaq
Toyota GM, Ford
Sony RCA, Zenith, Curtis, Mathes, Magnavox
Honda Harley Dav., Indian, Triumph, BMW
Merrill Lynch Goldman Sachs, Morgan Stanley
Charles Schwab Merrill Lynch
Wal-Mart Macy's, May Company
(part 4 of 4)
Company News Customer
Compaq Consumers
Dell Consumers
Toyota Cost and Gas Conscious
Sony Teenagers, People who want choices
Honda Hobbyists, People who want choices
Merrill Lynch Average consumers
Charles Schwab Active Individual traders
Wal-Mart Small town communities
Source: Clark Gilbert
