ICYMI @stratechery: In retrospect, it would've been more surprising if the 5C did NOT cost $550.
$550 makes sensehttp://stratechery.com/2013/the-550-iphone-5c-makes-perfect-sense/ …
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@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 -
@monkbent@saileshkrish Carrier contracts have MFN clauses. Or there would be no reason to hold off on "emerging markets only" products. -
@sameer_singh17@saileshkrish impressed how you so easily dismiss things like "global media coverage" and "consumer perception" - 5 more replies
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@monkbent actually my point is that this device needs to NOT be called an iPhone in order to actually sell it cheaper. Really like an iPad -
@saileshkrish maybe. See your point
End of conversation
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