Here’s the stock performance from Microsoft, RIM, and Apple since June 29, 2007, or the same day Apple released the first iPhone.
In just five years, Apple released a product that has become a larger revenue and profit machine than all Microsoft products combined.
But at least Microsoft has Windows, Office and many other products to lesson the blow, and is down less than 5%. But RIMM, without another cash cow, has been decimated, having lost nearly 90% of it’s value in five years.
This is what disruption looks like.