How Microsoft Lost the API War (13 Jun 2004)
Microsoft grew up during the 1980s and 1990s, when the growth in personal computers was so dramatic that every year there were more new computers sold than the entire installed base. That meant that if you made a product that only worked on new computers, within a year or two it could take over the world even if nobody switched to your product. That was one of the reasons Word and Excel displaced WordPerfect and Lotus so thoroughly: Microsoft just waited for the next big wave of hardware upgrades and sold Windows, Word and Excel to corporations buying their next round of desktop computers (in some cases their first round). So in many ways Microsoft never needed to learn how to get an installed base to switch from product N to product N+1.
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