Obsoletive http://stratechery.com/?p=545 The most revolutionary products - like the iPhone - are not disruptive. They are obsoletive.
@WaltFrench @stratechery sure, which I acknowledge in article. But the article was about phones.
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@monkbent@stratechery agreed: $600 smartphones subsume $60 featurephones. It's the $540 part now disrupting Wintel massively—as we tweet. -
@WaltFrench I believe the commodity theory is dead wrong and the market could move to higher priced devices, What do you think? -
@DrostSteven I think the commodity theory is dead RIGHT re PCs but that we're many years away from “good enough,” modular mobile services. -
@WaltFrench Commoditization only applies to undifferentiated products, like gasoline. Counter examples cars, clothing, watches and the Mac.
End of conversation
New conversation -
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