@sameer_singh17 over-under what number of iPhones sold in China?
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@monkbent Its not if you want to account for growth. $200 market may not be relevant. $350 market is. -
@sameer_singh17 wait, so now you're saying part of the market is irrelevant? I thought that was my position... -
@monkbent I said subsidy structure was the most important factor for a reason. -
@sameer_singh17 not even that is most important. The most important factor for Apple in China is the strength of their brand -
@monkbent We'll see soon enough. There are some indications that a majority of iPhone sales in greater China come from HK, not carriers. -
@sameer_singh17 your arguments are somewhat applicable next year, but still, 80% of buyers will never be a target
End of conversation
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