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And to extend that remark with fiatmoney's comment, it may turn out that selling one proc to a cloud provider at $1000 and 65% margin is somewhat more profitabl
by VLM 12y ago
And to extend that remark with fiatmoney's comment, it may turn out that selling one proc to a cloud provider at $1000 and 65% margin is somewhat more profitable OVERALL than selling a hundred $5 procs to a tablet mfgr at a -1000% margin due to their famous subsidy, or maybe just zilch margin due to competitiveness.
Also its not merely a matter of marketing focus. Imagine the next iphone, now with intel processor, having a Pentium 4 sized heatsink and fan hanging off the back. Extreme low power is a checkbox in hardware, much like security is merely a checkbox in software.
Its a crisis that Ford isn't expanding into the wheelbarrow market, etc.