@BrianRoemmele @AAPLTree when was the last time you decided not to go into a store because they didn’t have the right stickers?
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Replying to @jandawson
@jandawson@AAPLTree Jan, perform a study rather then speculate. Find merchants that will remove these logos willingly. This is telling.1 reply 0 retweets 0 likes -
Replying to @BrianRoemmele
@BrianRoemmele@AAPLTree but only because *everyone* has them. It’s table stakes, not a positive differentiator.1 reply 0 retweets 0 likes -
Replying to @jandawson
@jandawson@AAPLTree Jan, you may ask Whole Foods if this is a differentiator. They assert it is. Just 3 months in. What is your data?1 reply 0 retweets 0 likes -
Replying to @BrianRoemmele
@BrianRoemmele@AAPLTree people are using it. No studies on why. I suspect it’s not much more than novelty. What real benefits?3 replies 0 retweets 1 like -
Replying to @jandawson
@jandawson@AAPLTree Jan, in 1995 had the novelty debate about the Internet.#ApplePay of course starts with novelty does not end there.1 reply 1 retweet 0 likes -
Replying to @BrianRoemmele
@BrianRoemmele@AAPLTree so we agree that today it’s about novelty? What are we disagreeing about, then?1 reply 0 retweets 0 likes -
Replying to @jandawson
@jandawson@AAPLTree Jan, we agree that all successful products are novel at first. You assert it had no 'value' in EU.1 reply 0 retweets 0 likes -
Replying to @BrianRoemmele
@BrianRoemmele@AAPLTree please point to the tweet where I said that, would you?1 reply 0 retweets 0 likes -
Replying to @jandawson
@jandawson@BrianRoemmele@AAPLTree I actually agree w you Jan. in Eu Apple will find it tougher to on-board banks because less interchange2 replies 0 retweets 1 like
@eric_research @jandawson @AAPLTree Gentlemen, It would be premature to assume Apple takes the exact amount. Let's assume same %.
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