I think it's more like an acknowledgement that some software markets are inherently very limited. Consumer email software is in a place similar to where manufa

I think it's more like an acknowledgement that some software markets are inherently very limited. Consumer email software is in a place similar to where manufacturing pagers were when texting blew up. Sure some people still needed pagers and the newer pagers were the best ones ever but that doesn't matter when basically no one needed pagers any more. Meanwhile the market for non-recurring software seems as large as it's ever been. Sure you sell for $1-$10 instead of $200 but you sell to an audience thousands of times larger.