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Episode 003: Valiantly Defending Jobs

Exponent

Is Microsoft a Modular Player or an Integrated Player?

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I think Apple knows and lots of people know that wearables is next. But just because, but the reason Microsoft succeeded wasn't just because they built a wrong product. The technology wasn't ready yet. I see the world through a slightly different lens to you around this. It's whoever's best positioned to be able to deliver on it. We're getting to a point in mobile where there's a benefit to being an integrated versus a modular player.

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