I agree on this point. I think wintel disrupted IBM in the fortune 500 terminal space with PCs. which is eating the mainframe. but I think a technology change needs to happen to disrupt a space. You have to have some kind of strategic advantage that the compitition doesn't have gonig for them. I read an interesting article that said that customers need at least 10x increase in value for a company to ride a product etc to make it to an ipo.