I'm surprised nobody has posted this yet...

http://techupdate.zdnet.com/techupdate/stories/main/0,14179,2914157,00.html
By Dan Farber
June 27, 2003

In a recent interview with CNET Asia's Winston Chai, Harvard Business School
Professor Clayton Christensen said that several venerable computer companies
are on a downward slope.

"In the computer world, these victims can be plotted in succession,"
Christensen said. "Silicon Graphics (SGI) is the first. In the 1990's, they
were just the darling of Silicon Valley. They have improved to such a point
there just weren't any more complicated problems out there for them to
solve. Hewlett-Packard (HP) is next. HP has a $14 billion enterprise server
business and this has about hit the ceiling with no growth above them. This
is followed by Sun Microsystems. Sun's machines at any given point in time
aren't as good as SGI's and HP's. There's no volume for them any more. Dell
is coming up underneath Sun but they have a bit of headroom left."

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