Apple, China Mobile Sign Deal to Offer iPhone http://stratechery.com/?p=609 This is a big deal, a big upgrade, and the end of easy growth
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@monkbent yes, I read that. The question is: is distribution expansion still very relevant in light of those massive curves? -
@herminghaus well, the growth has yet to be captured. But once latent demand is met, then it's the slog of winning customers...
End of conversation
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