@sameer_singh17 @monkbent “Wall Street” seems to spin almost any Apple story as negative these days. For Apple it’s lose-lose
@sameer_singh17 @eric_perlberg it is true, of course, that some cultures place more emphasis on said feeds and speeds
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@monkbent@eric_perlberg Basis is competition in higher tiers (subsidized) has more to do with data usage patterns. Need different analysis. -
@sameer_singh17@eric_perlberg we're going to argue about this endlessly. It's the hole in your analysis -
@monkbent@eric_perlberg I wouldn't call it a hole, but an "escape" - new categories. But yes, there's no end to this discussion. -
@monkbent@eric_perlberg Sadly, the ideal case studies to support this discussion are the smartphone/tablet market themselves. Ironic.
End of conversation
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@monkbent@eric_perlberg It all boils down to dominant business models in a certain stage of industry evolution.Thanks. Twitter will use this to make your timeline better. UndoUndo
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