commoditization
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 2, 2019 by Yoram Novak · across every show →
Everything said about commoditization, oldest first
Jan 2, 2019 positive
Novak: Hardware commoditization always wins, requiring smart software to manage failure
“Any time commodities, commoditization happened in the hardware from a cost point of view, from a Advanced technology point of view, it's always winning, and what you need to make it all work together is smart software that put all the pieces together and make …”