Software creates value, but doesn't capture it.
@M_Gauche problem is it's not a trend. It's an economic reality.
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@monkbent Windows shows that it is possible to profit from software at many levels. The problem is inability to differentiate on mobile. -
@M_Gauche Windows made its money by being reinstalled on PCs. Few consumers bought it directly (<15% revenue) -
@monkbent Bottom line, there is still a ton of money in PCs. If Microsoft can do something big with Windows that works, could drive growth. -
@M_Gauche we'll have to agree to disagree
End of conversation
New conversation -
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@monkbent That being stated, I wouldn't know how to do it.Thanks. Twitter will use this to make your timeline better. UndoUndo
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