Joel Spolsky is an interesting software programmer in New York who has a blog and reports on a variety of interesting software development issues. He was recently pointed out to me by Pat Kerpan, one of Borland's product BU VPs.
In a June letter entitled Strategy Letter V Joel outlines how technology companies seek to commoditize products that complement their own in the marketplace -- Microsoft commoditizing hardware, for example. I found it to be a good analysis, with one objection -- Sun thought that they were commoditizing the desktop, or client experience -- not the server. Worth reading though, as this is one small nit to an argument which I otherwise feel is right on target.
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