They're making money, that's for certain. They're not making new product categories and markets like they used to, though, just iterations on things they were a

They're making money, that's for certain. They're not making new product categories and markets like they used to, though, just iterations on things they were already doing well enough (and sometimes those iterations take away more than give). Their established capital and position in the market are their strength more than any other particular vision or talent on display. That's enough to keep them strong for a long time on logistics. Not sure what happens if they face a well-funded vision challenger.