Spreadsheets and innovations

"Strategy isn't about spreadsheets - and certainly not about short-run numbers. It's about understanding how rivalry and advantage in industries and markets are changing. The Apps store is important because it is letting Apple redefine the balance of power in the mobile value chain. Because Apple controls the supply of new services, it will enjoy greater and greater bargaining power vis a vis (more and more commoditized) mobile networks - likely expanding Apple's margins." via Umair Haque