@monkbent Japan isn't as price sensitive. The man-on-the-street bit was interesting, but hardly a data point.
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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 BTW, this was my estimate from last year - http://www.tech-thoughts.net/2012/09/iphone-sales-estimates-by-region.html … That estimate saw a lot of resistance as well.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@monkbent We're at ~116m after Q3, so the low end of that estimate's looking quite good. Best to base estimates on data as far as possible.2 replies 0 retweets 0 likes
@sameer_singh17 fair. We may be more on the same page than it seems. However, for this year only, I think China estimate is a lot tougher...
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