I find it interesting that I am yet to find an analyst in my circles who believes Samsung’s current position is sustainable.
@BenBajarin @getwired the argument is scale. They can theoretically go lower cost than anyone. Vertical integration hurts here though.
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@BenBajarin@getwired it's a brutal game. I'm just being devil's advocate, to be clear. -
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@BenBajarin@getwired two more: - Samsung's brand is MUCH stronger in Asia - Volume matters for securing distribution -
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@BenBajarin@getwired it is possible to win as a low-cost player. You're trying to fit them in the upper left; their future is lower right - 3 more replies
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