1BM, Compaq, HP, Sun Microsystems, Tandem Computers (not Tandy, parent of Radio Shack), Silicon Graphics, Palm Computing, Commodore ...
Many high-flyers took off on their first big idea, but failed to come up with the next big idea (and some, like 1BM and HP, stumble later in the chain of big ideas). 1BM and HP demonstrate that that Idea-Surfer companies like Apple are not invulnerable.