> have to erode eventually That's not borne out by history, especially in the face of "enterprise" hardware, software, and support, which, in many large compan

> have to erode eventually That's not borne out by history, especially in the face of "enterprise" hardware, software, and support, which, in many large companies, is being replaced by cloud (at lower cost!). For smaller companies, it may be a different story, especially at the next economic downturn, especially if VC money becomes scarce enough for long enough.