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The always-astute Horace Dediu nails the reason behind Apple’s growing share of the enterprise market:

It pried entry into the most difficult of markets by not even wanting to enter.

In thinking about how this market will evolve, I hear about “consumerization” and cost reduction as benefits and justification of this shift. But fundamentally, what is happening is a classic low end disruption. Enterprises increased their demands beyond what the users in those enterprises could absorb. Instead of ultra-secure, locked-down and immobile computing, users were looking for flexibility, agility and mobility. That’s what Apple was listening to.

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