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benthompson's profile
Ben Thompson
Ben Thompson
Ben Thompson
Verified account
@benthompson

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Ben ThompsonVerified account

@benthompson

Author/Founder of @stratechery. Host of @exponentfm. @notechben for sports. @monkbent on other networks. Home on the Internet.

Taipei, Taiwan
stratechery.com
Joined December 2006

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    Ben Thompson‏Verified account @benthompson 17 Sep 2013

    I'm not being an apologist. Honestly, I wonder about China. But incompetent analysis is grating.

    4:50 AM - 17 Sep 2013
    • 2 Retweets
    • 1 Like
    • Tech Pinscher Vaughan Lovegrove
    4 replies 2 retweets 1 like
      1. New conversation
      2. Romit Mehta‏ @TheRomit 17 Sep 2013
        Replying to @benthompson

        @monkbent change in tactics? The New Way™?

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 17 Sep 2013
        Replying to @TheRomit

        @TheRomit they're not selling the full lineup. Apple never provides numbers on specific lines. People don't think

        3 replies 0 retweets 0 likes
      4. Romit Mehta‏ @TheRomit 17 Sep 2013
        Replying to @benthompson

        @monkbent Apple does not miss a chance to trumpet key numbers, one of them being success of pre-orders. Not talking those #s is worrisome.

        0 replies 0 retweets 0 likes
      5. End of conversation
      1. Romit Mehta‏ @TheRomit 17 Sep 2013
        Replying to @benthompson

        @monkbent I agree that they may actually have more than adequate, but why no PR about the pre-orders. They usually do that, don’t they?

        0 replies 0 retweets 0 likes
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      1. New conversation
      2. Marc Chang‏ @marcchangkc 17 Sep 2013
        Replying to @benthompson

        @monkbent FWIW, early reservations for the 5s are out for all model except for 16GB space grey in all HK AAPL stores.

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 17 Sep 2013
        Replying to @marcchangkc

        @marcchangkc HK taxes and duties less than China, so huge gray market. Most probably for mainland

        0 replies 0 retweets 0 likes
      4. End of conversation
      1. New conversation
      2. Sam Hutchings‏ @Smutchings 17 Sep 2013
        Replying to @benthompson

        @monkbent Apple are targeting the Chinese consumers who can afford their product, the same they do in every country.

        1 reply 0 retweets 0 likes
      3. Ben Thompson‏Verified account @benthompson 17 Sep 2013
        Replying to @Smutchings

        @Smutchings yes, but Chinese derive different value from the phone. It's much more about brand, much less about Apple's other advantages

        1 reply 0 retweets 0 likes
      4. Sam Hutchings‏ @Smutchings 17 Sep 2013
        Replying to @benthompson

        @monkbent yes. So they would gain very little by diluting their own brand with cheap or large phones, surely?

        1 reply 0 retweets 0 likes
      5. Ben Thompson‏Verified account @benthompson 17 Sep 2013
        Replying to @Smutchings

        @Smutchings yes. Read my pieces from last week: http://stratechery.com/2013/two-minutes-fifty-six-seconds/ … and http://stratechery.com/2013/thinking-about-iphone-pricing/ … Both address this point.

        1 reply 0 retweets 0 likes
      6. Sam Hutchings‏ @Smutchings 17 Sep 2013
        Replying to @benthompson

        @monkbent believe me, I get Apple’s brand ;). Currently debating publishing this (when finished): http://d.pr/Zvoi  Thoughts?

        1 reply 0 retweets 0 likes
      7. Ben Thompson‏Verified account @benthompson 17 Sep 2013
        Replying to @Smutchings

        @Smutchings a few words might be a bit overwrought ;)

        1 reply 0 retweets 0 likes
      8. Sam Hutchings‏ @Smutchings 17 Sep 2013
        Replying to @benthompson

        @monkbent the title per chance? Literally wrote it in 5 minutes as it came to mind. No editing done at all.

        1 reply 0 retweets 0 likes
      9. Ben Thompson‏Verified account @benthompson 17 Sep 2013
        Replying to @Smutchings

        @Smutchings title and last sentence. Good sentiment though

        0 replies 0 retweets 0 likes
      10. End of conversation

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