And this is the heart of it:
Many companies have risen to dominate an innovation-dependent sector for a time, only to be swamped by the next technological wave. Think, for instance, of video-game maker Atari or computer manufacturer Wang -- both of which are blips on the radar now compared to the powerhouses they were in the 1970s and '80s. Dynamic competition invites investments of time, industry, intelligence and instincts in building a better mousetrap. A world where two college kids can think up an algorithm that within a decade grows into a firm the size of Google shouldn't be afraid of market leaders. {emph mine]
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