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0 pointsramesh313y ago0 comments

Profit margin. It's all profit margin. Software is reliably >25%, where physical manufacturing is in the single digits.

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2 comments · 2 top-level

But the question is why? Shouldn’t there be the same race to single digit margins in software as well?

You might want to look at the margins of Intel, Nvidia, Cisco, Juniper, Arista, ...

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