From the archives: Two Bears One bear case for Apple is reasonable; one is not.http://stratechery.com/2013/two-bears/
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Replying to @benthompson
@monkbent Apple's priority appears to be to make that blue dotted line cross with the green over the next year, not to flatten it.1 reply 0 retweets 0 likes -
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Replying to @benthompson
@monkbent I meant grow penetration on high ARPU countries even further, attacking subsidized Android rather than pre-paid Android.1 reply 0 retweets 0 likes
Replying to @pedrocandrade
@pedrocandrade ah yes. I think that's the strategy.
4:45 PM - 17 Sep 2013
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