@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).
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Replying to @sameer_singh17
@sameer_singh17 the best evidence we have is the iPod (with the Mac’s sustained ASP the other)3 replies 0 retweets 0 likes -
Replying to @benthompson
@monkbent No one claimed the iPhone will magically become unprofitable.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17 I’m going to disengage at this point. Like every other time, we’re going nowhere.1 reply 0 retweets 0 likes -
Replying to @sameer_singh17
@sameer_singh17 nothing sad about it. It’s ok to disagree.
8:06 PM - 3 Feb 2014
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