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benthompson's profile
Ben Thompson
Ben Thompson
Ben Thompson
Verified account
@benthompson

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Ben ThompsonVerified account

@benthompson

Author/Founder of @stratechery. Host of @exponentfm. @notechben for sports. @monkbent on other networks. Home on the Internet.

Taipei, Taiwan
stratechery.com
Joined December 2006

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    1. Ben Thompson‏Verified account @benthompson 3 Feb 2014

      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.

      11 replies 16 retweets 14 likes
    2. Sameer Singh‏ @sameer_singh17 3 Feb 2014
      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
    3. Ben Thompson‏Verified account @benthompson 3 Feb 2014
      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
    4. Ben Thompson‏Verified account @benthompson 3 Feb 2014
      Replying to @benthompson

      @sameer_singh17 ASP was down YoY

      2 replies 0 retweets 0 likes
    5. Sameer Singh‏ @sameer_singh17 3 Feb 2014
      Replying to @benthompson

      @monkbent Losing potential buyers is the problem.

      1 reply 0 retweets 0 likes
      Ben Thompson‏Verified account @benthompson 3 Feb 2014
      Replying to @sameer_singh17

      @sameer_singh17 which I’ve said is a problem for a year now. That’s different than suggesting they will lose what they have.

      7:54 PM - 3 Feb 2014
      1 reply 0 retweets 0 likes
        1. New conversation
        2. Sameer Singh‏ @sameer_singh17 3 Feb 2014
          Replying to @benthompson

          @monkbent Assumption is that competition will stop there. That's where we disagree. Retention of low end iPhone owners will be the challenge

          1 reply 0 retweets 0 likes
        3. Ben Thompson‏Verified account @benthompson 3 Feb 2014
          Replying to @sameer_singh17

          @sameer_singh17 one which I think they will be successful at, for the reasons I have articulated multiple times.

          1 reply 0 retweets 0 likes
        4. Sameer Singh‏ @sameer_singh17 3 Feb 2014
          Replying to @benthompson

          @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 reply 0 retweets 0 likes
        5. Ben Thompson‏Verified account @benthompson 3 Feb 2014
          Replying to @sameer_singh17

          @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

          0 replies 0 retweets 0 likes
        6. End of conversation

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