Comment by mlthoughts2018
4 years ago
I don’t think it’s mutually exclusive. They might be commoditizing a complement to get market share or find areas of vendor lock-in to raise prices later. I.e. they could be seeding commodity tools that their customers can plug in, while also generally lowering prices for a more pressing immediate land grab before raising prices later.
The cloud has been a viable alternative for about a decade and still has only about 4% of enterprise spend combined. By the time the market is saturated and the only path to increased profitability is raising prices, most of us will be retired. Is that really the most pressing risk that most business have? In any of our lifetimes, when has the cost of technology ever increased- besides phones?