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 Losing potential buyers is the problem.1 reply 0 retweets 0 likes -
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.1 reply 0 retweets 0 likes -
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 challenge1 reply 0 retweets 0 likes -
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 -
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
@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
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