iPad sales are perhaps a bigger puzzle than iPhone sales. Lower price, huge ecosystem lead and yet…pic.twitter.com/ydo6ntGpua
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@MichaelFShipe @BenedictEvans yes, that’s part of it. Addressable market to date also smaller than expected
@MichaelFShipe @BenedictEvans not quite right terminology - reaches a lot of people, but only appealing to <iPhone audience it seems
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