18 Feb '12, 3am

How strong are Airbus, Boeing and Boustead’s economic moat? A business model comparator:

How strong are Airbus, Boeing and Boustead’s economic moat? A business model comparator:

While I technically cannot actually answer this, since I don’t use ESRI products, I can have a stab at the ". . . but why is it still so popular" question. (This is just my opinion based on discussions over the years with folks much more knowledgeable than me, so I can’t really back it up with facts but it seems to make sense to me). The major reason is market and mind share . "Most people" know ESRI software, and most people who’ve heard of GIS think of ESRI. That’s just general wisdom in the atmosphere, because of huge numbers of companies and government departments and educational institutions that have deployed ESRI software en masse. Market share is one reason to choose something , but (depending on your business model) it can be far more important to assess the technical match of a product to your needs. (That’s what I think you should be asking questions about btw)....

Full article: http://www.investmentmoats.com/stock-market-commentary/va...

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