I realize that software, at about 10% of revenue, is NOT the driving force at AAPL. That will slowly change. Software CAN'T drive AAPL right now, not unless several things happen. AAPL has to either crack 20% in terms of penetration of usage, or some OS (LINUX, Java OS) has to create an environment where AAPL's development teams can really spread their wings.
That said, I don't think Dell, despite its double digit growth, has a software component (I may be wrong). This component, while small, is a very useful revenue generation tool for AAPL, which I feel will become more valuable to them as time goes on. |
