Ray Lopez

The End of Telecom As We Know It and I Feel Fine

"H/W is bad and S/W is superior" is a stale paradox caused by the lack of IP protection in the fomer and the inherent trade secret / trademark protection ("sticky") in the latter, which is self-executing and self-enforcing. If and when H/W is protected like S/W is today (a precursor was the Huawei-Cisco litigation suspended a few years ago), then the balance of power will shift back to H/W.

Short MSFT, buy IBM?