The Apple defense seems to be: China Mobile + NTT DoCoMo will provide enough growth for next 12 months.
@jyarow 5C will provide growth in existing markets. Demand curves aren't step functions
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@sameer_singh17@jyarow what? FY2012Q1 15.4 million FY2013Q1 22.9 million And in one less week. -
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@sameer_singh17@jyarow I compared yoy -
@monkbent@jyarow This was my iPad Mini cannibalization estimate in Dec 2012 - http://www.tech-thoughts.net/2012/12/ipad-mini-sales-estimate-q4-supply-latent-demand-cannibalization.html … -
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