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Strategies for a discontinuous future.












Tuesday, June 08, 2004
 


Nanotube RAM moves from lab to production line. Why is this not a big deal? Because it's an incremental improvement to one of the lowest value parts of a standardized, hypercommoditized platform. It has almost no impact on the value equation, because it's locked into a platform which has gone beyond the point of diminishing returns.

-- umair // 2:37 AM //


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