I'm not calling anyone an idiot, I'm just wondering whether their increase in share price is the result of developing new products or simply moving old products to a subscription model.
Creating useful /comparable to the end user editions of old (packaged software) products and offering them in a new way entirely is developing a new product.
People aren't simply signing up to pay by the month (though that can be desirable to some folks in itself). They're actually getting something different.
