@sameer_singh17 @BenBajarin he thinks Apple is overserving and that Android is good enough. His position is consistent (but wrong of course)
@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
-
-
@monkbent@BenBajarin When I said cake shifts down the stack, I spoke of OTT services, not telecom operators. -
@sameer_singh17@monkbent In that value discussion, I’d encourage some work to be done seeing things from consumers perspective as well.
End of conversation
New conversation -
-
-
@monkbent@BenBajarin Low end disruption there is when carriers are revenue-cost neutral. Would be much faster in tablets/emerging markets.Thanks. Twitter will use this to make your timeline better. UndoUndo
-
-
-
@monkbent@BenBajarin Second, I'm not waiting for subsidy to fall out. ARPU gap across devices is narrowing.Thanks. Twitter will use this to make your timeline better. UndoUndo
-
-
-
@monkbent@BenBajarin First of all, we're talking about two different definitions of services here.Thanks. Twitter will use this to make your timeline better. UndoUndo
-
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.