@monkbent @fpgeek @SammyWalrusIV Based on the proprietary Zune. We both know that's not my argument.
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Replying to @sameer_singh17
@sameer_singh17@fpgeek@SammyWalrusIV Plays4Sure. Zune was way late. Read the link. I helpful quoted the doommongers1 reply 0 retweets 0 likes -
Replying to @benthompson
@monkbent@fpgeek@SammyWalrusIV Playsforsure was more of a compatibility certification rather than a modular ecosystem, was it not?4 replies 0 retweets 0 likes -
Replying to @sameer_singh17
@monkbent@fpgeek@SammyWalrusIV In addition to that, the limited sets of JTBD allowed Apple to cut BOM and disrupt itself more easily.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@monkbent@fpgeek@SammyWalrusIV I don't see any of that being applicable in smartphones/tablets1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@monkbent@fpgeek@SammyWalrusIV And I'm starting to think we will see the first signs of this in weekend and Q4 iPhone sales.2 replies 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17@monkbent@fpgeek@SammyWalrusIV what's your first weekend forecast, in millions?1 reply 0 retweets 0 likes -
Replying to @charlesarthur
@charlesarthur@monkbent@fpgeek@SammyWalrusIV Right now, 4.5 to 5 million. If it comes out higher, my metrics aren't accurate.4 replies 0 retweets 1 like -
Replying to @sameer_singh17
Charles Arthur Retweeted Sameer Singh
@sameer_singh17@monkbent@fpgeek@SammyWalrusIV OK, Sameer, looks like your metrics aren't accurate?https://twitter.com/sameer_singh17/status/380713335290728448 …Charles Arthur added,
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Replying to @charlesarthur
@charlesarthur@monkbent@fpgeek@SammyWalrusIV The methodology for my woefully low estimate - http://www.tech-thoughts.net/2013/09/explaining-iphone-bear-case.html … Critiques welcome.2 replies 0 retweets 0 likes
@sameer_singh17 @charlesarthur @fpgeek @SammyWalrusIV good for you for posting
- #3 very possible
- pent up NTT demand
- iPhone > Google?
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Replying to @benthompson
@monkbent@charlesarthur@fpgeek@SammyWalrusIV NTT demand seems to be accounted for (look at region-wise chart). What was the last point?0 replies 0 retweets 0 likesThanks. Twitter will use this to make your timeline better. UndoUndo
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