Average revenue per mobile-cellular subscription in 2010 by country. Would love to have more than 60 countries.http://twitpic.com/ckybnl
@asymco I compared the ARPU data to iOS and Android browser share:http://stratechery.com/2013/the-visual-case-for-a-low-cost-iphone/ …
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@monkbent consider doing a scatter plot -
@asymco thank you so much. Fixed it: http://stratechery.com/2013/the-visual-case-for-a-low-cost-iphone/ … It's approximately 98798% better. -
@monkbent the question you don’t address is how much profit is in the area not addressed by iPhone & at what point it’s too costly 2 bother -
@relentlessFocus yep. Simply "making the case." Will get into implications, but this gives hint to my thinking: http://stratechery.com/2010/apple-innovators-dilemma/ … -
@monkbent I’m not a Christensen fan & his analysis of Apple isn’t well informed. -
@relentlessFocus but the tension between margin, market and growth is a real one -
@monkbent my point being that this issue has been in Apple’s consciousness for years… -
@relentlessFocus indeed it has
End of conversation
New conversation -
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