@monkbent there is a way to address the mkt left out by the $450 subsidy floor: sell an iPod Touch with 3G for $300. Let VOIP be carrier app
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@saileshkrish and who provides the 3G access? -
@monkbent carrier. Just saying that if they want to target the mkt below subsidy floor they have to try with another product: not iPhone -
@saileshkrish I think an iPhone sold in Apple store's only is more likely -
@monkbent what difference would that make ? Arbitrage still prevents them from selling a comparable product (iPhone) cheaper. -
@saileshkrish an unsubsidized iPhone in an Apple store would cost more up front than one bought from a carrier -
@monkbent@saileshkrish An emerging-market-only product maybe? But carriers could then demand access. -
@sameer_singh17@saileshkrish carriers haven't had much luck demanding anything from Apple - 7 more replies
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@monkbent@stratechery good piece. 2nd market (euro-style): higher monthly rates also get you more data/minutes. Low contracts get data caps - End of conversation
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@monkbent insightful stuff, thanks.Thanks. Twitter will use this to make your timeline better. UndoUndo
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$550 makes sense