@monkbent @stratechery @DanielEran Funny how all those MBAs on Wall St. fail to get the brilliance of Apple's business model.
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@matthew_maurice@DanielEran does the fact I'm an MBA shake your world view? ;) -
@monkbent@danieleran On Wall St.? MBAs are OK, but something seems to happen to them when they get near Broad St. in Manhattan. -
@matthew_maurice@danieleran haha - far enough. I'm about as far away from Wall St as physically possible -
@monkbent I'm sure that's good for your sanity if not you net worth. -
@matthew_maurice very true. And your stereotypes are mostly fair, to be honest
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@monkbent there are some interesting observations to made from the one you made though. It's not bad but it has strategic implications. -
@BenBajarin obviously :) -
@monkbent maybe I am wrong but I still feel the 5c market is early to mid next year. Early adopters move now. -
@BenBajarin yes, which I noted. Still, I don't think most anticipated this. When was the last time Apple altered guidance? -
@monkbent exactly and if the supply chain rebalance is true it is very interesting that Apple didn't understand this. -
@BenBajarin right, as I wrote at the end. -
@monkbent yes it was the end that is particularly poignant in teasing out the implications of that and what it means for new growth.
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@monkbent@stratechery Western consumers are not deterred 200$ on contract, curious if the next big category will be higher priced.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@stratechery isn't this relevant only in Q2/Q3 of the next year? New iPhone always has a blockbuster Q4. (All calendar year As.)Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent But nice to have the financial position to do it and not care if you failThanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@stratechery@reneritchie it's bad news because Apple wasn't expecting or prepared to bring in even more money.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@stratechery In other words they now want to say they were originally modeling ~35m 5S AND ~35m 5C (if cheap).#YeahRightThanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@stratechery I guess what the pundits' market expertise poses is that a cheap iPhone would NOT cannibalize the high-end.Thanks. Twitter will use this to make your timeline better. UndoUndo
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