You took the wrong lesson home. Disruption isn't "low-cost" same product category. Disruption is totally new product category that obviates old category. Bet

You took the wrong lesson home. Disruption isn't "low-cost" same product category. Disruption is totally new product category that obviates old category. Between iPods -> iPhones, Macs -> iPads, I'm not worried about Apple being scared to take these leaps as long as they get to own the profit margins.