When you "cannibalize" your low-end product with your high-end one, a la the 5C/5S, that's not bad news. @stratecheryhttp://stratechery.com/2013/where-is-the-bad-news/ …
-
-
@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.
End of conversation
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.