IBM researchers predicted PC disruption

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No "IMHO" about it

And the reason for that, IMHO, is that Intel and Microsoft sucked all the margins out of the PC business leaving tiny slivers for the manufacturers. Why would other companies allow the same to happen in their sectors?

Check out [url=http://www.mipi.org]MIPI[/url] and you'll see that there's no speculation required. The mobile industry is quite consciously working on standards that will allow them to put their suppliers in the position of being commodities rather than having the OEMs be commodity distributors for a pair of monopoly suppliers.

Interestingly, the PC business overall has margins that are about par for many industries. It's unusual primarily in that two companies have managed to secure the lions' share of those margins for themselves leaving only scraps for the rest.

Posted by: Yagotta B. Kidding   Posted on: 08/01/06 You are currently: a Guest | Members login | Terms of Use

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