> from being strictly growth focused to being more margin focus And hilariously, the margin gains are not in COGS (e.g. computing) but in reductions/efficienci

> from being strictly growth focused to being more margin focus And hilariously, the margin gains are not in COGS (e.g. computing) but in reductions/efficiencies in S&M and R&D. Most modern SaaS companies are 80% gross margins. > it seems likely that more will consider buying machines instead of always renting them And the companies buying physical hardware will want to know if the vendor supplying the hardware is going to be around to support the hardware in 5 years when they need to be refreshed. It seems like they are building a product that is anti-trend. Seems odd. EDIT: > Cloud is cheaper. A lot cheaper, especially if using managed services This is not universally true.