Apple tipping points - up or down?http://ben-evans.com/benedictevans/2013/4/22/apple-tipping-points-up-or-down …
@BenedictEvans here's some visual evidence for Apple's dependence on subsidieshttp://stratechery.com/2013/the-visual-case-for-a-low-cost-iphone/ …
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@monkbent indeed. Question is whether that's static over time or just a delaying factor -
@BenedictEvans for sure. I'm going to try and see what I can figure out as far as time.
End of conversation
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