No, he is implying some startup will do what IBM, Microsoft and Facebook can't. Historically speaking, this is a decent analogy. After all, Facebook did what Microsoft and Google couldn't. Apple did what IBM couldn't.
Why even mention it if he doesn't think that Color could be the disruptive company that can make that leap?
I doubt he's saying "Yeah a bunch of companies are going to fail at this, including Color, but hey throw cash at us anyway". That doesn't make for a good sell at all.
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No, he is implying some startup will do what IBM, Microsoft and Facebook can't. Historically speaking, this is a decent analogy. After all, Facebook did what Microsoft and Google couldn't. Apple did what IBM couldn't.
Why even mention it if he doesn't think that Color could be the disruptive company that can make that leap?
I doubt he's saying "Yeah a bunch of companies are going to fail at this, including Color, but hey throw cash at us anyway". That doesn't make for a good sell at all.
Isn't the job of spinster to imply that? :-)