@eric_perlberg @monkbent Just last year, some analysts were expecting 250+ million iPhone sales. Reality hit the stock hard.
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Replying to @sameer_singh17
@sameer_singh17@monkbent what Apple did w/ 5c is genius but analysts so busy in fantasy they miss it. Instead now want to prove Apple wrong2 replies 0 retweets 0 likes -
Replying to @eric_perlberg
@eric_perlberg@monkbent I don't agree that the 5c was genius either. It was defensive and they don't see low end disruptors as threats.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@eric_perlberg@monkbent It is dangerous to not take competition seriously, especially if those competitors are trying to move upmarket.5 replies 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17@eric_perlberg it's equally foolhardy to base perceived differentiation solely on feed, speeds and price2 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent@eric_perlberg It depends on the prevailing basis of competition, does it not?2 replies 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17@eric_perlberg it is true, of course, that some cultures place more emphasis on said feeds and speeds2 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent@eric_perlberg Basis is competition in higher tiers (subsidized) has more to do with data usage patterns. Need different analysis.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17@eric_perlberg we're going to argue about this endlessly. It's the hole in your analysis2 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent@sameer_singh17 outnumbered but unconvinced. Ciao.1 reply 0 retweets 0 likes
@eric_perlberg I was agreeing with you...,
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