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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. Benedict Evans‏Verified account @benedictevans 28 Feb 2014

      iPad sales are perhaps a bigger puzzle than iPhone sales. Lower price, huge ecosystem lead and yet…pic.twitter.com/ydo6ntGpua

      23 replies 17 retweets 22 likes
      Ben Thompson‏Verified account @benthompson 28 Feb 2014
      Replying to @benedictevans

      @BenedictEvans completely agree. Obviously I have some theories, but it’s much more of a puzzle than the iPhone

      8:13 AM - 28 Feb 2014
      9 replies 0 retweets 0 likes
        1. shivaraj‏ @shivrajc 28 Feb 2014
          Replying to @benthompson

          @monkbent @BenedictEvans Smartphones are becmg much more capable in getting things done. Tablets need to have more unique value propositions

          0 replies 0 retweets 0 likes
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        1. Neal Pozner‏ @njpozner 28 Feb 2014
          Replying to @benthompson

          @monkbent @BenedictEvans Apple needs to market the Mini more aggressively. Great product but not as much awareness among non-tech people.

          0 replies 0 retweets 0 likes
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        1. Desi in the Valley‏ @TechBhurji 28 Feb 2014
          Replying to @benthompson

          @monkbent @BenedictEvans In 10 years, ( 2024 ) if you had to choose 1, which will end up being more important (revenue/profit) for apple

          0 replies 0 retweets 0 likes
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        1. New conversation
        2. Diego‏ @diegopetrucci 28 Feb 2014
          Replying to @benthompson

          .@monkbent @BenedictEvans My experience has been that most families only buy one iPad per household and use phones outside.

          1 reply 0 retweets 0 likes
        3. Alessio Maffeis‏ @iMaffo 28 Feb 2014
          Replying to @diegopetrucci

          @diegopetrucci Overlap. I barely know a handful of people who own BOTH an iPad AND an iPhone. @monkbent @BenedictEvans

          0 replies 0 retweets 0 likes
        4. End of conversation
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        2. Steven Rosenberg‏ @srosenberg99 28 Feb 2014
          Replying to @benthompson

          @monkbent @BenedictEvans check the demographics of folks who can afford computer + iPhone (or Android) + iPad.

          1 reply 0 retweets 0 likes
        3. Ben Thompson‏Verified account @benthompson 28 Feb 2014
          Replying to @srosenberg99

          @srosenberg99 @BenedictEvans yep. And that market may be saturated

          0 replies 0 retweets 0 likes
        4. End of conversation
        1. G3NO‏ @Gen_Zer0 28 Feb 2014
          Replying to @benthompson

          @monkbent @BenedictEvans and two: the OS needs to take more advantage of that screen real estate, more differentiation from iPhone.

          0 replies 0 retweets 0 likes
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        1. G3NO‏ @Gen_Zer0 28 Feb 2014
          Replying to @benthompson

          @monkbent @BenedictEvans I think one: people hold onto their iPads longer less upgrading, lots of iPad 2's still out there in use.

          0 replies 0 retweets 0 likes
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        1. New conversation
        2. Michael F. Shipe‏ @MichaelFShipe 28 Feb 2014
          Replying to @benthompson

          @monkbent @BenedictEvans Is there a significant disparity in the replacement rate?

          2 replies 0 retweets 0 likes
        3. Benedict Evans‏Verified account @benedictevans 28 Feb 2014
          Replying to @MichaelFShipe

          @michaelfshipe @monkbent Complex. Big second-hand market for iPhones and iPads are handed down. But subsidy system changes things

          0 replies 0 retweets 0 likes
        4. End of conversation

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