Great O365 SKU update! Not sure about MSFT, but I'm starting to feel that in a few years people will start to get irritated by the whole SaaS/subscription model. Anecdotally whenever I see a Teams or WebEx invite, I sort of cringe because I prefer Zoom at this point. As an investor I totally understand trying to buy cheap 'annuities' but as a consumer I'm starting to dislike it. I have a large position in $UI because they sell license-free networking and video cameras. On the enterprise side, Cisco/Meraki have a boat load of licensing fees and equipment becomes a dead brick if they aren't paid, which strikes me as a bit unfair. For security cameras I've unsubscribed from Arlo since I feel the fees are unreasonable for a simple job of storing camera footage and $UI has no monthly data storage fee. At some point if fees become unreasonable and products don't add value there will be a customer revolt. "There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else."- Sam Walton
Great O365 SKU update! Not sure about MSFT, but I'm starting to feel that in a few years people will start to get irritated by the whole SaaS/subscription model. Anecdotally whenever I see a Teams or WebEx invite, I sort of cringe because I prefer Zoom at this point. As an investor I totally understand trying to buy cheap 'annuities' but as a consumer I'm starting to dislike it. I have a large position in $UI because they sell license-free networking and video cameras. On the enterprise side, Cisco/Meraki have a boat load of licensing fees and equipment becomes a dead brick if they aren't paid, which strikes me as a bit unfair. For security cameras I've unsubscribed from Arlo since I feel the fees are unreasonable for a simple job of storing camera footage and $UI has no monthly data storage fee. At some point if fees become unreasonable and products don't add value there will be a customer revolt. "There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else."- Sam Walton
Your comment made me realize I can like and comment on these! lol Office go brrrrrrrrrr