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No, it isn't undeniable. IMO it's quite the opposite.

Are you saying that the software is the place it's the easiest to create a competitive advantage? (I understand that shareholder value equals to competitive advantage)

This statement is logically wrong - if it's easy for everybody to create a competitive advantage, then it's easy for nobody.

Or did you mean "It's software where Nokia can gain a competitive advantage against the competition". If so, then you should explain what is so special about Nokia.. Because from what we've seen so far this company proved anything but that it can do software well.

Or didn't mean a competitive advantage, but just innovation and differentiation? (I think that most people that repeat this statement do think it). Well - it is indeed easy to innovate and differentiate in software (change the UI, add some bells and whistles). But does it lead to the competitive advantage and shareholder value? There are plenty of examples to show that it doesn't (Symbian, BeOS to name a few).

So: no. Just because Apple uses software to gain shareholder value doesn't mean that it's just as good an idea for other hardware producers.



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