@monkbent Japan isn't as price sensitive. The man-on-the-street bit was interesting, but hardly a data point.
@sameer_singh17 than mapping to a country's supposed demand curve
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@monkbent Certainly a lot of uncertainty regarding CM income profile. But analysts tend to get carried away - http://bgr.com/2012/08/07/iphone-5-sales-projection-250-million/ … -
@monkbent@sameer_singh17 160-170 m for cy’13 is plausible though for iPhone. All models. -
@BenBajarin@monkbent I haven't run my numbers for this year yet, but that sounds about right. Initial sales data should help a bit. -
@sameer_singh17 you estimate 2014 is 2015 in my chart yes? I’m thinking about updating to be more aggressive.pic.twitter.com/yS1wAXwUGk
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@BenBajarin I'm sorry, I didn't quite catch that. -
@sameer_singh17 I just wanted to clarify your position since I was considering updating. -
@BenBajarin Ah, yes. My estimates point to 2014. Q4 in terms of quarterly shipments, so I think the gap in 2014 will not be narrow. - 3 more replies
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