@sameer_singh17 true. But when you also hear it from the founding fathers of computing you tend to take it seriously :)
@sameer_singh17 @BenBajarin he thinks Apple is overserving and that Android is good enough. His position is consistent (but wrong of course)
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@monkbent@BenBajarin That's the gist at the hardware layer. We see value moving down the stack. We'll find out if it's right or wrong. -
@sameer_singh17@BenBajarin If you're right than iPhone numbers ought to decline; slowing is better attributed to saturation -
@monkbent@BenBajarin The smartphone market is really two markets. One where carriers are buyers, one where consumers are. -
@sameer_singh17@BenBajarin three. And your assumptions about subsidies are not nearly subtle enough -
@sameer_singh17@BenBajarin for example, % of GDP attributable to services is highly correlative to iPhone share -
@sameer_singh17@BenBajarin so it the iPhone dependent on service economy, or subsidy, or is subsidy inherent to service economy? -
@monkbent@BenBajarin You're looking at these metrics at a point in time. Figures look different when bases of competition are different. -
@sameer_singh17@BenBajarin I'm not an idiot. I accounted for subsidization percentages. - 5 more replies
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