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 Apple is facing just as much 'low end' competition in the US and Europe as Samsung is.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17 I see no evidence that they are losing customers, but agree they are having trouble adding new ones.1 reply 0 retweets 0 likes -
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Replying to @benthompson
@monkbent True, but the 5c was aimed at increasing competitiveness at the low end of mature markets.1 reply 0 retweets 0 likes
Replying to @sameer_singh17
@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)
7:53 PM - 3 Feb 2014
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