Misjudging

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Horace Dediu:

By the way, $900 million write-off could amount to over 3 million devices, more if Microsoft is assuming some residual value in the inventory. Misjudging demand to such a degree that more units are disposed of than sold implies a basic failure of understanding of hardware businesses.
Horace is great at explaining the state of the computer industry, but nothing speaks louder than his eye-opening charts.

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