CONTENTS: In Gratitude vii Introduction ix PART ONE: WHY GREAT COMPANIES CAN FAIL 1 1. How Can Great Firms Fail? Insights from the Hard Disk Drive Industry 3 2. Value Networks and the Impetus to Innovate 29 3. Disruptive Technological Change in the Mechanical Excavator Industry 61 4. What Goes Up, Can't Go Down 77 PART TWO: MANAGING DISRUPTIVE TECHNOLOGICAL CHANGE 97 5. Give Responsibility for Disruptive Technologies to Organizations Whose Customers Need Them 101 6. Match the Size of the Organization to the Size of the Market 121 7. Discovering New and Emerging Markets 143 8. How to Appraise Your Organization's Capabilities and Disabilities 161 9. Performance Provided, Market Demand, and the Product Life Cycle 183 10. Managing Disruptive Technological Change: A Case Study 205 11. The Dilemmas of Innovation: A Summary 225 The Innovator's Dilemma Book Group Guide 231 Index 239 About the Author 253