Vertical Integration Musings
One of my readers asked me a question that came up in his business strategy class:
Why did routers and switches end up being vertically integrated (the same person makes the hardware and the software)? Why didn't they go down the same horizontal path as compute (with Intel making chips, OEMs making systems and Microsoft providing the OS)? Why did this resemble the pre-Intel model of IBM, DEC, Sun…?
Simple answer: because nobody was interested in disaggregating them.
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