I expect eventually margins on hardware will come up and new players will enter. Maybe not, but the siren song of software's high margins and flexibility is onl

I expect eventually margins on hardware will come up and new players will enter. Maybe not, but the siren song of software's high margins and flexibility is only going to last so long. Innovation in hardware is going to slow down a lot, and software people are going to have to start worrying about efficiency again, and will no longer be as able to shrug optimization off onto Moore's Law or abstract away the hardware altogether. Some people will come in with new hardware, offering to alleviate those pains, and we'll have a healthy hardware market again. Or I'm totally wrong :)