I find it interesting that I am yet to find an analyst in my circles who believes Samsung’s current position is sustainable.
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Replying to @BenBajarin
@BenBajarin I can't see how one could think it is. Would love to hear counterpoint.1 reply 0 retweets 0 likes -
Replying to @BenBajarin
@BenBajarin@getwired the argument is scale. They can theoretically go lower cost than anyone. Vertical integration hurts here though.1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent@getwired that’s just a supply chain management business not a growth one. Which is a business but not a good one2 replies 0 retweets 0 likes -
Replying to @BenBajarin
@BenBajarin@getwired there's growth in leveraging the supply chain; in fact, it's the only way to win on the low-end. Walmart, etc.1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent I don’t think so in hardware only companies. Wal-Mart is an entirely different kind of business.1 reply 0 retweets 0 likes
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