| June 9, 1999 | 03 00050 61 99060901 |
Mr. Morris E. Jones
Director of Architecture
Intel Corporation
350 East Plumeria; Mail Stop CHP02-1
San Jose, CA 95124
| Subject: | Disruptive Technology, Opportunity and Threat |
Dear Morris,
Here are some excerpts from Christensen's book which we have been discussing. When time permits, you might indicate how this analysis correlates with the notes you reviewed from the author's presentation at Intel, as you related on May 27.
Sincerely,
THE WELCH COMPANY
Rod Welch