Comment Re:there's no subscription in the sense you think. (Score 1) 277
whether the cost benefit analysis has been done
Yes it has. The costs are damn near zero the let people download software they can reproduce infinitely from servers they already on using bandwidth they already pay for. There are essentially no fixed costs beyond what is already sunk developing the product. The variable costs are so small at the scan Microsoft does anything they don't matter. So cost being nearly 0; the benefit does not need to be especially high.
Consumers don't buy Windows any more. They by new PCs/Laptops. The enthusiast era is completely over now. Its the appliance era now. Yes there may be more in absolute numbers, PC enthusiasts as ever but the part of the market they make up is tiny compared to the whole. A good portion of the ones that are left run Linux or something else. That leaves the games half of whom like to be on downlevel revs of Windows anyway.
So there are no lost sales here. OEMs will still buy licenses, Business will still buy licensing agreements or retail licenses.
So there are real downsides. Its a reasonable return the strategy of the late 80's and early 90's make Win/DOS easy to pirate. Then you control the platform. You can make your money selling them Office licenses, and server products. Control of the platform lets you lock out the competition.
Fast forward to today same deal. Get them all into your app store. You can up sell them on more stuff from there. Only its better because now you don't even need to make that other stuff, you let other people do it and just take a cut.