Clayton Christensen and the Apple == Sony meme
“Christensen, it turns out, has two concerns about Apple:
1. That it's too much like Sony under Akia Morita when Sony (SNE) was introducing one hit product after another -- portable radios, TVs, tape players, CD players, video recorders, etc. Each was disruptive to the market, but not to Sony itself because the margins they offered were very attractive internally. "I worry that Apple is in the same situation," he says.
2.That Apple's integrated product lines are vulnerable to newcomers -- like Google (GOOG) -- taking a modular approach. "The transition from proprietary architecture to open, modular architecture just happens over and over again," he says. "It happened in the personal computer, and although it didn't kill Apple's computer business, it relegated them to a minor player.”"