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The market shift, actually, is towards web-based softare and subscription-based software. Apple knows this, and thus why they're trying to break into the browser market with Safari. However, in time, Apple will get left in the dust because one thing Steve Jobs CAN'T do is innovate. He is, however, remarkably adept at all but destroying key innovations as history has proven.
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I'm still highly skeptical about this high-tech arena. Me smells internet bubble 2.5 coming up! There's no friggin way you could emulate the functionality of a 1GB software package on the web, unless you are connected to a super-ultra-turbo-psycho-insanium internet superhighway.