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benthompson's profile
Ben Thompson
Ben Thompson
Ben Thompson
Verified account
@benthompson

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Ben ThompsonVerified account

@benthompson

Author/Founder of @stratechery. Host of @exponentfm. @notechben for sports. @monkbent on other networks. Home on the Internet.

Taipei, Taiwan
stratechery.com
Joined December 2006

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    1. Sameer Singh‏ @sameer_singh17 19 Sep 2013
      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
    2. Sameer Singh‏ @sameer_singh17 19 Sep 2013
      Replying to @sameer_singh17

      @monkbent @fpgeek @SammyWalrusIV I don't see any of that being applicable in smartphones/tablets

      1 reply 0 retweets 0 likes
    3. Sameer Singh‏ @sameer_singh17 19 Sep 2013
      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
    4. Charles Arthur‏Verified account @charlesarthur 19 Sep 2013
      Replying to @sameer_singh17

      @sameer_singh17 @monkbent @fpgeek @SammyWalrusIV what's your first weekend forecast, in millions?

      1 reply 0 retweets 0 likes
    5. Sameer Singh‏ @sameer_singh17 19 Sep 2013
      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
    6. Charles Arthur‏Verified account @charlesarthur 23 Sep 2013
      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,

      Sameer Singh @sameer_singh17
      Replying to @charlesarthur
      @charlesarthur @monkbent @fpgeek @SammyWalrusIV Right now, 4.5 to 5 million. If it comes out higher, my metrics aren't accurate.
      2 replies 0 retweets 1 like
    7. Sameer Singh‏ @sameer_singh17 23 Sep 2013
      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
    8. Tom Reestman‏ @treestman 23 Sep 2013
      Replying to @sameer_singh17

      @sameer_singh17 Appreciate you posting this.

      1 reply 0 retweets 0 likes
    9. Ben Thompson‏Verified account @benthompson 23 Sep 2013
      Replying to @treestman

      @treestman @sameer_singh17 agree. And it is interesting.

      1 reply 0 retweets 0 likes
    10. Sameer Singh‏ @sameer_singh17 23 Sep 2013
      Replying to @benthompson

      @monkbent @treestman Thanks. Was hoping to swing the debate from philosophies back to data, even if it was incorrect at this point. :)

      1 reply 0 retweets 0 likes
      Ben Thompson‏Verified account @benthompson 23 Sep 2013
      Replying to @sameer_singh17

      @sameer_singh17 alas, you just articulated the weakness in your analysis @treestmanpic.twitter.com/4t0FiGDtQU

      11:47 PM - 23 Sep 2013
      1 reply 0 retweets 0 likes
        1. New conversation
        2. Sameer Singh‏ @sameer_singh17 23 Sep 2013
          Replying to @benthompson

          @monkbent @treestman It's a short-term vs. long-term viewpoint. When looking at the data, I thought there was convergence between the two.

          2 replies 0 retweets 0 likes
        3. Ben Thompson‏Verified account @benthompson 23 Sep 2013
          Replying to @sameer_singh17

          @sameer_singh17 @treestman Right, but the long-term viewpoint is, ultimately, a philosophy that is not necessarily true

          1 reply 0 retweets 0 likes
        4. Sameer Singh‏ @sameer_singh17 23 Sep 2013
          Replying to @benthompson

          @monkbent @treestman And can only confirm factual basis of philosophy by tracking data.

          3 replies 0 retweets 0 likes
        5. Ben Thompson‏Verified account @benthompson 23 Sep 2013
          Replying to @sameer_singh17

          @sameer_singh17 @treestman still haven't explained iPods...

          1 reply 0 retweets 0 likes
        6. Sameer Singh‏ @sameer_singh17 23 Sep 2013
          Replying to @benthompson

          @monkbent @treestman We're going around in circles now, aren't we? We'll end up having the exact same debate as the other day.

          0 replies 0 retweets 0 likes
        7. End of conversation

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