Sigh...well, in your previous post you said "I believe the key word is better not build" and
presumably you agree with Keith that "better" != "new" and is not "innovation". Right? So, better
is key but not innovation.
I'll agree, except what do you mean by saying "better is key"? Key to what? Since this is an investment thread, I assume that you mean key to better financial success and thus a better stock evaluation. But even in this sense of "key", better is not everything. There are other considerations such as price, how it fits into a "total solution", how stable the company offering the product is, strategic relationships, how "well" it is marketed, etc. How "well-marketed" a product is includes many issues, including effectiveness of brand and product identity, and probably the most "key" part of the most effective marketing is how much money is spent.
As it turns out, almost all of the indicators I have mentioned above favor MSFT. Even if NSCP had clearly "better" products in every category, they would still be facing an uphill battle. |
