@monkbent @stratechery Apple is facing just as much 'low end' competition in the US and Europe as Samsung is.
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@sameer_singh17 I see no evidence that they are losing customers, but agree they are having trouble adding new ones. -
@sameer_singh17 ASP was down YoY -
@monkbent Losing potential buyers is the problem. -
@sameer_singh17 which I’ve said is a problem for a year now. That’s different than suggesting they will lose what they have. -
@monkbent Assumption is that competition will stop there. That's where we disagree. Retention of low end iPhone owners will be the challenge -
@sameer_singh17 one which I think they will be successful at, for the reasons I have articulated multiple times. -
@monkbent And that's where we still disagree. Hopefully, we'll have more data in a year or so to see where it's going. - 1 more reply
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@monkbent@stratechery YoY volume decline and rising ASP -> Low end competitors gaining -
@sameer_singh17 I think your analysis is of a piece with what I criticized. I don’t think you understand or appreciate SW differentiation
End of conversation
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@monkbent@stratechery Entirely disagree. iPhone volume growth was driven by the China launch being moved forward. - End of conversation
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@monkbent@stratechery We may be seeing initial signs of the end of phone subsidies. Is that a Bear that should concern Apple with ASP?Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@stratechery Good article. One nitpick, AAPL doesn't need growth (rev or EPS) to go up in price b/c cash piling up.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent what’s the risk that google succeeds at opening apple’s ecosystem up?Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent@reneritchie@stratechery You've probably seen it, but@asymco has written & spoke of this before, also. http://www.asymco.com/2012/02/28/the-value-of-the-os-x-monopoly/ …Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent Not to mention the app ecosystem: I'm seeing more and more divergence in the kinds of apps available on the two app stores.Thanks. Twitter will use this to make your timeline better. UndoUndo
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