With AT&T's pricing changes, the lines between Apple's Tier-1 and Tier-2 markets are blurring - http://www.tech-thoughts.net/2013/12/apple-samsung-profit-trap-mechanics.html …
@sameer_singh17 your conflation of Apple/Samsung is at the root of what I think you miss
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@monkbent Samsung's customer base skews more towards utility, but the impact on them is similar in a sense because of the direct biz model. -
@sameer_singh17 there are far more substitutes for Samsung -
@monkbent For the least profitable iPhone/Galaxy customers, there are enough substitutes for both.
End of conversation
New conversation -
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