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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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    1. Neil Cybart‏Verified account @neilcybart 22 Aug 2013

      I don’t quite buy the “Apple wants the entire iPhone lineup on lightning connector ASAP.” Not convinced on that one just yet.

      4 replies 1 retweet 1 like
    2. Ben Thompson‏Verified account @benthompson 22 Aug 2013
      Replying to @neilcybart

      @SammyWalrusIV heard the repair/replace savings due to Lightning are considerable

      1 reply 0 retweets 0 likes
    3. Neil Cybart‏Verified account @neilcybart 22 Aug 2013
      Replying to @benthompson

      @monkbent guess I’m thinking using $350 4S to push lower vs. $450 5C, but I’ll admit I’m getting headache with this pricing stuff.

      1 reply 0 retweets 0 likes
    4. Ben Thompson‏Verified account @benthompson 22 Aug 2013
      Replying to @neilcybart

      @SammyWalrusIV you're not the only one. I'm actually now presuming $450, which I think is unfortunate...

      1 reply 0 retweets 0 likes
    5. Neil Cybart‏Verified account @neilcybart 22 Aug 2013
      Replying to @benthompson

      @monkbent so you don’t buy Morgan Stanley’s hypothesis that China tier 1 & 2 would be fine with $400-$450.

      1 reply 0 retweets 0 likes
      Ben Thompson‏Verified account @benthompson 22 Aug 2013
      Replying to @neilcybart

      @SammyWalrusIV tier 1 probably. $350 for tier 2. It's certainly better than the status quo. I'll write it up tomorrow (what $450 means)

      8:39 AM - 22 Aug 2013
      2 replies 0 retweets 0 likes
        1. Lun Esex‏ @LunaticSX 22 Aug 2013
          Replying to @benthompson

          @monkbent It would be good to consider/estimate the BOM & manufacturing cost of plastic case 5C vs metal+glass 4S in your next writeup.

          0 replies 0 retweets 0 likes
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        1. Ben Thompson‏Verified account @benthompson 22 Aug 2013
          Replying to @benthompson

          @SammyWalrusIV better because "new" matters

          0 replies 0 retweets 0 likes
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