Why Apple and Samsung aren’t comparable. New @stratechery http://stratechery.com/2014/two-bears-revisited/ …
Ignoring iOS as a differentiator makes for bad analysis.
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@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. -
@sameer_singh17 what irks is that it seems we will never have enough data until the day you are right, when we will magically have enough
End of conversation
New conversation -
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@monkbent True, but the 5c was aimed at increasing competitiveness at the low end of mature markets. -
@sameer_singh17 as I wrote, it was aimed at a middle that doesn’t exist (and, as you know, the middle goes away in mature markets)
End of conversation
New conversation -
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