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benthompson's profile
Ben Thompson
Ben Thompson
Ben Thompson
Verified account
@benthompson

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Ben ThompsonVerified account

@benthompson

Author/Founder of @stratechery. Host of @exponentfm. @notechben for sports. @monkbent on other networks. Home on the Internet.

Taipei, Taiwan
stratechery.com
Joined December 2006

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    Ben Thompson‏Verified account @benthompson 21 Aug 2013

    Apple Daily with new iPhone 5C/S vid: http://www.appledaily.com.tw/animation/today/hot/20130822/35239296/Today … - 15000NT (~$450 w/ VAT adj) for C - 800 Mhz (aka A5) - 128 GB option for S

    7:51 PM - 21 Aug 2013
    • 3 Retweets
    • 4 Likes
    • Domingo Gallardo Glennja Everlasting ʀᴏɴ Robert Auguste theebh Trevor Childs ʲHͦoͤˡusman (Beto 2020)
    6 replies 3 retweets 4 likes
      1. New conversation
      2. Tom Reestman‏ @treestman 21 Aug 2013
        Replying to @benthompson

        @monkbent Not surprised at A5, but $450? I thought they’d shoot for $400.

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 21 Aug 2013
        Replying to @treestman

        @treestman well, the price is pure speculation. I wouldn't be surprised by A5 either

        1 reply 0 retweets 0 likes
      4. Tom Reestman‏ @treestman 21 Aug 2013
        Replying to @benthompson

        @monkbent I think 4S would’ve been $450 as well. Maybe the goal is just to have a better phone at that price, yet also have better margins?

        1 reply 0 retweets 0 likes
      5. Ben Thompson‏Verified account @benthompson 21 Aug 2013
        Replying to @treestman

        @treestman yep. And get off the 30-pin and 3:2. Still, seems way too conservative.

        3 replies 0 retweets 0 likes
      6. Tom Reestman‏ @treestman 21 Aug 2013
        Replying to @benthompson

        @monkbent It’ll also have a new phone marketing push that the 4S can’t. As for price, maybe it’s the $329 mini many guessed would be ~$250?

        1 reply 0 retweets 0 likes
      7. Ben Thompson‏Verified account @benthompson 21 Aug 2013
        Replying to @treestman

        @treestman yes on the marketing push. I may have to write the $450 argument, even though I think it's the wrong idea

        1 reply 0 retweets 0 likes
      8. Tom Reestman‏ @treestman 21 Aug 2013
        Replying to @benthompson

        @monkbent Apple likes to start high even entering a “lower” market. Once you establish a low price point it’s hard to raise it.

        1 reply 0 retweets 0 likes
      9. Ben Thompson‏Verified account @benthompson 21 Aug 2013
        Replying to @treestman

        @treestman sure, but $299 isn't low in prepaid

        0 replies 0 retweets 0 likes
      10. End of conversation
      1. New conversation
      2. Michael Love‏ @elkmovie 21 Aug 2013
        Replying to @benthompson

        @monkbent $450 would fit with the replacing-the-4 idea but it strikes me as very conservative - not going to break new ground in China.

        2 replies 1 retweet 0 likes
      3. Michael Love‏ @elkmovie 21 Aug 2013
        Replying to @elkmovie

        @monkbent Then again I'm pretty sure Apple isn't going to be permitted to gain (or even hold on to much) market share in China anyway.

        1 reply 0 retweets 0 likes
      4. Ben Thompson‏Verified account @benthompson 21 Aug 2013
        Replying to @elkmovie

        @elkmovie I think that's overstating it. It's not like the Chinese government is a fan of South Korea either

        1 reply 0 retweets 0 likes
      5. Michael Love‏ @elkmovie 21 Aug 2013
        Replying to @benthompson

        @monkbent Perhaps, but 三星's easier to beat - the difference between top-tier Chinese OEMs and them gets smaller every year.

        1 reply 0 retweets 0 likes
      6. Ben Thompson‏Verified account @benthompson 21 Aug 2013
        Replying to @elkmovie

        @elkmovie very true

        1 reply 0 retweets 0 likes
      7. Michael Love‏ @elkmovie 21 Aug 2013
        Replying to @benthompson

        @monkbent And you have to admit the bad PR with AC / warranties / etc is more than a little suspicious - I expect a bigger scandal with 5S.

        2 replies 0 retweets 0 likes
      8. Ben Thompson‏Verified account @benthompson 21 Aug 2013
        Replying to @elkmovie

        @elkmovie 100% agree on that. Seems obvious to me it's orchestrated.

        0 replies 0 retweets 0 likes
      9. End of conversation
      1. New conversation
      2. Nathan Bowers‏ @NathanBowers 21 Aug 2013
        Replying to @benthompson

        @monkbent +1 for “BOYYYINNNGGGGG!” sounds.

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 21 Aug 2013
        Replying to @NathanBowers

        @NathanBowers lol! I was disappointed this particular video had so few. It is out of control here

        0 replies 0 retweets 0 likes
      4. End of conversation
      1. New conversation
      2. Dirk K‏ @DirkKS 21 Aug 2013
        Replying to @benthompson

        @monkbent not sure 800MHz means A5 - could under clock an A6 to save battery, for differentiation, or even to use otherwise reject chips

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 21 Aug 2013
        Replying to @DirkKS

        @DirkKS certainly, but I'd bet otherwise

        0 replies 0 retweets 0 likes
      4. End of conversation
      1. New conversation
      2. 𝙰𝚗𝚍𝚛𝚎𝚠 𝙽𝚐‏ @ayn 21 Aug 2013
        Replying to @benthompson

        @monkbent amazing tw sites still uses flash for videos, urgh.

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 21 Aug 2013
        Replying to @ayn

        @ayn most banks require ActiveX :)

        2 replies 0 retweets 0 likes
      4. 𝙰𝚗𝚍𝚛𝚎𝚠 𝙽𝚐‏ @ayn 21 Aug 2013
        Replying to @benthompson

        @monkbent lucky i can’t open bank accounts here. but had to help FIL with his one time, it required INSTALLING A VPN CLIENT.

        0 replies 0 retweets 0 likes
      5. End of conversation

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