@saileshkrish I think an iPhone sold in Apple store's only is more likely
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Replying to @benthompson
@monkbent what difference would that make ? Arbitrage still prevents them from selling a comparable product (iPhone) cheaper.1 reply 0 retweets 0 likes -
Replying to @saileshkrish
@saileshkrish an unsubsidized iPhone in an Apple store would cost more up front than one bought from a carrier1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent@saileshkrish An emerging-market-only product maybe? But carriers could then demand access.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17@saileshkrish carriers haven't had much luck demanding anything from Apple3 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent@saileshkrish Carrier contracts have MFN clauses. Or there would be no reason to hold off on "emerging markets only" products.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17@saileshkrish impressed how you so easily dismiss things like "global media coverage" and "consumer perception"1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent@saileshkrish If no MFN clause, why could those hypothetical products not be sold in prepaid markets in US/Europe?1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@monkbent@saileshkrish Would that also be dismissive of "global media coverage" and "consumer perception"?1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@monkbent@saileshkrish Too much Apple analysis focuses on why company is right vs. why approach is right.1 reply 0 retweets 0 likes
@sameer_singh17 @saileshkrish and too much focused on applying the lessons of an only tangentially related past
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