@WhatTheBit @monkbent Ben’s point is that it’s hard to get scale, so rivals only nibble at edges.
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Replying to @charlesarthur
@charlesarthur@WhatTheBit that and high margins = fat target1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent@WhatTheBit high margins usually = ripe for disruption. Low margins usually not. Yes, mobile is weird.1 reply 0 retweets 0 likes -
Replying to @charlesarthur
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@charlesarthur@WhatTheBit what happened to Nokia is that people stopped buying phones and started buying computers that fit in a pocket.1 reply 1 retweet 2 likes
@charlesarthur @WhatTheBit the market fundamentally changed. That's why normal rules didn't apply. Unfortunately, Nokia planned for normal.
11:00 PM - 20 May 2013
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