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yToday,
the “IT pie” is far larger
yAnd
the industry’s investment in R&D is far greater
(all technology companies do R&D)
yBut
of the newer companies – the ones that have grown
the pie – Microsoft stands almost alone in its
investment in fundamental research
xDell? Oracle? Cisco? Nada!
yMicrosoft
began this investment in 1991 – when it was
a far-from-dominant $1B company – Microsoft (particularly
Gates and Myhrvold) should receive enormous credit for taking this step