I find it interesting that many similar analyses very often omit Microsoft. Yet it also has astonishing breadth of offering along with very deep vertical integration that is a characteristic of modern monopolies 2.0.
Microsoft can clearly become another IBM and survive long term. But, it's less clear if they can stay a major 'tech' company as they have a very poor record outside of OS/Office /Enterprise applications.
AKA web/phone/tables/console gaming/peripherals/etc are effectively break even in terms of revenue.
AKA web/phone/tables/console gaming/peripherals/etc are effectively break even in terms of revenue.