Tech Analyst Horace Dediu on the Dismantling of the Windows Advantage

Tipped from Daring Fireball, an engrossing Asymco.com piece about why Microsoft’s ability to win the big battles via software platform dominance is over. Check out the graphs for the period since the Mac, the, iPad, and the iPhone.

From the article:

The consequences are dire for Microsoft. The wiping out of any platform advantage around Windows will render it vulnerable to direct competition. This is not something it had to worry about before. Windows will have to compete not only for users, but for developer talent, investment by enterprises and the implicit goodwill it has had for more than a decade.

It will, most importantly, have a psychological effect. Realizing that Windows is not a hegemony will unleash market forces that nobody can predict.

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