© 2008 DLTJ / Peter Murray
a. A disruptive innovation reaches the point where it can satisfy the least demanding customers; least demanding customers drop the established, higher performing option on the basis of other factors (cost, convenience, etc.).Forces such as Open Source and Social Networking are far more profound than a shiny new search engine and portal site. Google is clearly seen as a threat, but is Microsoft aiming at the right target?
b. The established product exceeds the needs of the most demanding customers; sustaining innovations now fuel “performance oversupply.”
c. The disruptive innovation meets the level of performance required by the most demanding customers; those customers drop the established option on the basis of other factors.
Or will Redmond, WA transform into another Rochester, NY?