Comment by esseph
2 months ago
I've never been under the impression that is the case.
They are filling a niche no one else is for a small pool of fish with virtually endless pockets.
2 months ago
I've never been under the impression that is the case.
They are filling a niche no one else is for a small pool of fish with virtually endless pockets.
That really doesn't sound like a good business though.
I can't even fathom this statement tbh, it doesn't make any sense. They are in the most profitable and protected niche there can be in the US.
Historically, selling to a small niche of price-insensitive customers (e.g. mainframes, defense) breeds complacency and eventual failure. You can see VMware go down that death spiral over its history where every release was more expensive with less innovation.
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