@monkbent I have not said that s/w differentiation is impossible. Just that you overstate it's impact at the low end (free iPhone buyers).
@sameer_singh17 the best evidence we have is the iPod (with the Mac’s sustained ASP the other)
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@monkbent The Mac is the example I always use. Hypothesis doesn't hinge on ASP decline.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@monkbent No one claimed the iPhone will magically become unprofitable. -
@sameer_singh17 I’m going to disengage at this point. Like every other time, we’re going nowhere. -
@monkbent Sadly, I have to agree. -
@sameer_singh17 nothing sad about it. It’s ok to disagree.
End of conversation
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@monkbent Rather that iPhone volumes and profits will decline.Thanks. Twitter will use this to make your timeline better. UndoUndo
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