Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (51356)	4/18/2013 10:58:18 AM
From: AFed	Respond to of 78471

I disagree. The PC wars were lost by Apple because: higher volumes --> lower costs --> better process technology --> faster hardware performance --> higher volumes (loop) Overlaid with the hardware loop was the software lock-in, which made software development incompatible with different hardware process technologies. It's all about the starting position and where you are in the hardware process development stage. Apple today is not starting from either a 5% share position or the very beginning of major hardware process technology advances (PCs in the early 1980s). This prevents the doom loop scenario (incidentally, this IS the reason why Blackberry will fail unless / until they are acquired or switch to the Windows OS / Android). For a variety of reasons, the software development is not nearly as difficult between platforms, so you also won't see either iOS or Android run away with it.