The transition from proprietary architecture to open modular architecture just happens over and over again. It happened in the personal computer. Alt… - Clayton Christensen

The technological changes that damage established companies are usually not radically new or difficult from a technological point of view. They do, however, have two important characteristics: First, they typically present a different package of performance attributes—ones that, at least at the outset, are not valued by existing customers. Second, the performance attributes that existing customers do value improve at such a rapid rate that the new technology can later invade those established markets.

I think [the Vista fiasco] will allow [Apple] to survive for a bit longer.

[T]he prediction of [my disruption] theory would be that Apple won't succeed with the iPhone. They've launched an innovation that the existing players in the industry are heavily motivated to beat: It's not [truly] disruptive. History speaks pretty loudly on that, that the probability of success is going to be limited.