@sameer_singh17 I hope it's based off more than man-on-the-street news stories. Remember Japan...
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Replying to @benthompson
@monkbent Japan isn't as price sensitive. The man-on-the-street bit was interesting, but hardly a data point.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17 who said China was price sensitive?1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent Subsidized sales are at 20-30% of overall (subsidy doesn't affect upfront price). Majority of sales are below $200. Lot of data.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17 why does it matter that the majority of sales are below $200?1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent Overall market structure. Subsidy structure more important wrt to iPhone.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17 the fundamental error is looking at China as one market. What happens in the bottom 80~90% is completely immaterial1 reply 1 retweet 0 likes -
Replying to @benthompson
@monkbent Its not if you want to account for growth. $200 market may not be relevant. $350 market is.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17 wait, so now you're saying part of the market is irrelevant? I thought that was my position...2 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent I said subsidy structure was the most important factor for a reason.2 replies 0 retweets 0 likes
@sameer_singh17 with addition of CM there are more than enough people who can easily afford an iPhone in cash to provide growth
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