| companies that depend on Open Source software for revenues have a built-in cap on how much they can make.
Revenues are not margins. In fact revenues that don't generate margins hurt a company's overall ROA. The price pressure on Intel boxes is sufficiently strong that the margins on the Windows resale are pushed to zero by competitive forces. The OEMs are therefore indifferent between Windows and linux. Your venture capitalists will not care how much money you intend to make for Microsoft. They only care how much money you can make. You can't make money reselling Windows. Everybody does it and it's a commodity. It might as well be linux for all the money you'll make from it. |
How much money do you think Dell or HP make on a copy of Windows that they resell as an OEM? Do you think it's any different than what they would make installing Linux instead?