@sameer_singh17 I would like to see your perspective on this. Most tech leaders I talk to agree with me. I would like to see the other view
@sameer_singh17 @BenBajarin If you're right than iPhone numbers ought to decline; slowing is better attributed to saturation
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@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. -
@monkbent@BenBajarin Did not account for per capita income, which is higher in subsidized markets. Mature markets spend more on services. -
@sameer_singh17@BenBajarin yes, that's my point. You're waiting for the subsidy floor to fall out, but your analysis of it is flawed - 3 more replies
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@monkbent@sameer_singh17 this is more a discussion of the long term not the short term. Many nuances here. I don't think it's cut and dryThanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@BenBajarin Overservice leads to slowing replacement rates. That's the first sign, isn't it?Thanks. Twitter will use this to make your timeline better. UndoUndo
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