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Date:      Thu, 19 Apr 2001 23:11:49 +0000 (GMT)
From:      Terry Lambert <tlambert@primenet.com>
To:        mwm@mired.org (Mike Meyer)
Cc:        brett@lariat.org (Brett Glass), mwm@mired.org (Mike Meyer), dan@langille.org, freebsd-chat@FreeBSD.ORG
Subject:   Re: Stallman now claims authorship of Linux
Message-ID:  <200104192311.QAA22635@usr01.primenet.com>
In-Reply-To: <15071.19757.648512.704094@guru.mired.org> from "Mike Meyer" at Apr 19, 2001 03:40:13 PM

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> That only applies to companies that can't see beyond the "product"
> model for revenue streams.

Company A pays R&D costs out of pocket for one year to develop a
product P, which it releases under GPL.

Total developement costs are $1,000,000,000.

The total market for product P is $10,000,000,000.

If company A sells all copies of product P, their gross
profit is $9,000,000,000.

The total number of units of product P which are sold is
100,000, which gives a unit price of $100:

	 $90	gross profit
	+$10	amortized R&D costs
	----
	$100	unit cost

Company B buys one copy of product P, and demands the source
code.  They search and replace "Company A" with "Company B",
and replease product P'.

Total developement costs are $10,000.

	$90	gross profit
	  $.10	amortized R&D costs
	------
	$90.10	unit cost

Assume that the gross profit turns into net profit the same
way in both companies.

Company B can undercut the price of the product by a staggering
$9.89, and still make a $.01 per unit profit -- $1000.  Further,
they can screw over companies A', A'', A''', etc., the same way,
to make a total overall profit.

Under no circumstances can the per unit revenue for company A
_ever_ drop below $9.90 per unit, since it would then be
impossible to recover R&D costs, and then it's off to bankruptcy
court for company A.

---

Meet Joe Consumer; his purchase decision making process is:

	BUY(COST(P) > COST(P') ? P' : P)

How do you expect comapny A to stay in business?

What?  By forming an R&D consortium with company B and all current
and future possible competitors in perpetuity, to share developement
costs, and make the money off support contracts?

What about company Q, who comes along after the R&D is done, and
says "Hey!  This looks like a big market!  Why don't I just demand
the code under the GPL, and then make my money without paying the
consortium R&D costs?  I'll be able to undercut the prices that the
consortium members ar charging!".

Fantasy: Can't we all just get along?
Reality: There will always be a company Q.

---

I know: we just won't fund R&D.


					Terry Lambert
					terry@lambert.org
---
Any opinions in this posting are my own and not those of my present
or previous employers.

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