On Carve-Outs and Cannibalization

Apple’s iPod led many to opine that the future of consumer electronics lie in the integration of hardware, software, and services, the so-called “CE 2.0.” I would certainly concur that “beyond the box” solutions — particularly software for unconnected devices that compose the vast volume of the industry — can lead to many benefits such as competitive differentiation and a better overall user experience.

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