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A man tries out a Monopoly game on a Lenovo's IdeaCentre Horizon Table PC during an Intel news conference at the Consumer Electronics Show (CES) in Las Vegas January 7, 2013.
A man tries out a Monopoly game on a Lenovo's IdeaCentre Horizon Table PC during an Intel news conference at the Consumer Electronics Show (CES) in Las Vegas January 7, 2013.
(Steve Marcus/Reuters)

FINANCIAL TIMES

Intel’s bid for mobile supremacy

Lex is a premium daily commentary service from the Financial Times. It helps readers make better investment decisions by highlighting key emerging risks and opportunities.

One reason technology companies stumble – as Clayton Christiansen observes – is that their products’ performance improves beyond what some customers demand. Cheaper, simpler, lower-performance products then become viable. New companies appear with cost structures suited to selling these low-margin products into markets that are – at first – too small to matter to the incumbents. By the time these markets are big, the new entrants are entrenched.