It is usually not a good idea to disrupt one's own cash cow, but once someone else has already done so, it is usually a good idea to compete for that new market

It is usually not a good idea to disrupt one's own cash cow, but once someone else has already done so, it is usually a good idea to compete for that new market. (The thing they do seem to have dropped the ball on, though, was to not have their competitor ready to be good enough soon enough.)