This is a relatively old excerpt from "The Economist" (April, 2001). See the excellent "Вестник McKinsey" located at www.vestnikmckinsey.ru for the article
"Созидательное разрушение" (Ричард Фостер, Сара Каплан). This is part of the book "Creative Destruction" which was published in the original English around the same time. The issues are similar although with a markedly different perspective. For specific examples see Clayton Christensen's book "The Innovator's Dilema: When New Technologies Cause Great Firms to Fail," HBS Press, May 2000.