Tuesday, August 03, 2010

Economist Article On Decaying Microsoft & Intel Alliance

This article provides a good overview of the current state of global computing without getting too bogged down in technical nuances.

I think the key takeaways are:

- Mobile platforms supplemented by ultra-powerful datacenters will be the innovation drivers of the next decade.

- Manufacturing can be outsourced. The real value is in owning the design of hardware.

- Enterprise customers will pay a premium for a solution that "just works".

- Having a crack legal team is critical, because antitrust measures can stifle single-company growth.

Also, check out the chart at the end of the article.  The employee count relative to net income is pretty amazing across companies, especially Google vs Oracle.

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