And with today's fat software on CD-ROM, some programs are simply too large for efficient downloading. On the other hand, you can buy software that might otherwise be difficult to find. If you already own a program and simply need to upgrade the number of user licenses, electronic delivery can help, too. Part of the appeal of antivirus software is the immediacy with which it is often needed. If your system's infected, you need it now, and only the latest update will do.
Server software is another popular niche well-served by online delivery.
He believes the opportunities for small developers will spawn software innovation.