The theory of low-end disruption is flawed: it doesn't apply to consumer markets (including Apple)
http://stratechery.com/2013/clayton-christensen-got-wrong/ … /tip @Techmeme
@fpgeek @sameer_singh17 I've said for a long time the no-growth argument is fair: http://stratechery.com/2013/two-bears/
The collapse argument isn't.
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@monkbent@sameer_singh17 Is Apple's app advantage sustainable if their market share drops to the levels we see in unsubsidized markets? -
@fpgeek@sameer_singh17 Wrote about it in the $550 5c post
End of conversation
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