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Saturday, May 15, 2004

Profiting on the Client

There are only three companies that make big profits directly from PCs: Intel, Microsoft and Dell. As I see it, the opportunity going ahead lies in providing software for a monthly subscription fee with thin clients available at costs-plus to drive consumption in the emerging markets.
Is IBM headed in this direction?
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About Me

Portland, Oregon, United States
I'm usually writing from my favorite location on the planet, the pacific northwest of the u.s. I write for myself only and unless otherwise specified my posts here should not be taken as representing an official position of my employer. Contact me at my gee mail account, username patrickdlogan.