@asymco would you mind sharing the original data set for that graph? DM me if you want to email...
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Replying to @asymco
@asymco I compared the ARPU data to iOS and Android browser share:http://stratechery.com/2013/the-visual-case-for-a-low-cost-iphone/ …1 reply 0 retweets 0 likes -
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Replying to @asymco
@asymco thank you so much. Fixed it: http://stratechery.com/2013/the-visual-case-for-a-low-cost-iphone/ … It's approximately 98798% better.1 reply 3 retweets 6 likes -
Replying to @benthompson
@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 bother2 replies 0 retweets 0 likes -
Replying to @eric_perlberg
@relentlessFocus yep. Simply "making the case." Will get into implications, but this gives hint to my thinking: http://stratechery.com/2010/apple-innovators-dilemma/ …1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent I’m not a Christensen fan & his analysis of Apple isn’t well informed.2 replies 0 retweets 0 likes -
Replying to @eric_perlberg
@relentlessFocus but the tension between margin, market and growth is a real one2 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent my point being that this issue has been in Apple’s consciousness for years…2 replies 0 retweets 0 likes
@relentlessFocus indeed it has
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