@monkbent Microsoft should go other direction: fully integrate the mobile experience by buying a carrier - something Google & Apple can't do
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@kirkburgess doesn't scale -
@monkbent Vodafone + t-mobile to start? Add more carriers over time. Only need one in each country. -
@kirkburgess zero chance, for tons and tons of reasons. Exact opposite type of business. -
@monkbent also, is there a big amount of difference between a mobile vendor being a carrier, when carriers have own brand phones/ecosystems? -
@kirkburgess massive, massive capital costs. Honestly, impossible. MVNO theoretically, but also unlikely -
@monkbent as a AAPL shareholder, I'm glad to be wrong :) -
@kirkburgess Apple has nothing to fear from Windows Phone
End of conversation
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@monkbent Per@claychristensen's talks: value is crystallizing at other parts of the value chain: above in services and below in hardware. -
@monkbent Yes! Love your piece. Great to have your POV that understands business models, not just products, like the rest of tech punditry!
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