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/ …
@BenBajarin yes, which I noted. Still, I don't think most anticipated this. When was the last time Apple altered guidance?
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@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@BenBajarin $100 may not be as big a deterrent as presumed. Especially in light of how cool Touch ID sounds.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@BenBajarin They didn't alter guidance but simply indicated earnings would reside at the high end of projections.Thanks. Twitter will use this to make your timeline better. UndoUndo
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