Who’d be in the PC hardware business?
News out yesterday of a $130 laptop with quite reasonable specs (certainly on a par with PCs of a few years ago which we all know were perfectly adequate for most of us). I can see these becoming the corporate standard desktop device, bought like calculators. Drive these with broadband links, an everyday cheap LCD screen, keyboard and cheap/free SaaS or Opensource applications and storage, and who’d want to be in the hardware business? (I have no shares in computer hardware businesses, other than Apple and Cisco, which are two very different plays - cult and comms).
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