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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Replying to @benthompson
@monkbent@stratechery YoY volume decline and rising ASP -> Low end competitors gaining3 replies 0 retweets 0 likes
Replying to @sameer_singh17
@sameer_singh17 I think your analysis is of a piece with what I criticized. I don’t think you understand or appreciate SW differentiation
7:53 PM - 3 Feb 2014
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