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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. Ben Thompson‏Verified account @benthompson 19 Oct 2013

      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/ …

      8 replies 28 retweets 12 likes
    2. Ben Bajarin‏Verified account @BenBajarin 19 Oct 2013
      Replying to @benthompson

      @monkbent there are some interesting observations to made from the one you made though. It's not bad but it has strategic implications.

      1 reply 0 retweets 0 likes
    3. Ben Thompson‏Verified account @benthompson 19 Oct 2013
      Replying to @BenBajarin

      @BenBajarin obviously :)

      1 reply 0 retweets 0 likes
    4. Ben Bajarin‏Verified account @BenBajarin 19 Oct 2013
      Replying to @benthompson

      @monkbent maybe I am wrong but I still feel the 5c market is early to mid next year. Early adopters move now.

      2 replies 0 retweets 0 likes
      Ben Thompson‏Verified account @benthompson 19 Oct 2013
      Replying to @BenBajarin

      @BenBajarin yes, which I noted. Still, I don't think most anticipated this. When was the last time Apple altered guidance?

      5:09 PM - 19 Oct 2013
      3 replies 0 retweets 0 likes
        1. New conversation
        2. Ben Bajarin‏Verified account @BenBajarin 19 Oct 2013
          Replying to @benthompson

          @monkbent exactly and if the supply chain rebalance is true it is very interesting that Apple didn't understand this.

          1 reply 0 retweets 1 like
        3. Ben Thompson‏Verified account @benthompson 19 Oct 2013
          Replying to @BenBajarin

          @BenBajarin right, as I wrote at the end.

          1 reply 0 retweets 0 likes
        4. Ben Bajarin‏Verified account @BenBajarin 19 Oct 2013
          Replying to @benthompson

          @monkbent yes it was the end that is particularly poignant in teasing out the implications of that and what it means for new growth.

          0 replies 0 retweets 0 likes
        5. End of conversation
        1. Andrew Gertig‏ @gertig 19 Oct 2013
          Replying to @benthompson

          @monkbent @BenBajarin $100 may not be as big a deterrent as presumed. Especially in light of how cool Touch ID sounds.

          0 replies 0 retweets 0 likes
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        1. Michael F. Shipe‏ @MichaelFShipe 19 Oct 2013
          Replying to @benthompson

          @monkbent @BenBajarin They didn't alter guidance but simply indicated earnings would reside at the high end of projections.

          0 replies 0 retweets 0 likes
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