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Episode 42: Opsware (with special guest Michel Feaster)

Acquired

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How to Build a New Product in a Consolidated Market?

In theory, Mercury could have done it if we wanted to. But my point of view is that HP at the time was a channel company. And what they're not good at is building new things from scratch. In a consolidated market, there is no path for a company like HP to build its way to victory. So you're only left with buy or exit the market.

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