>>There are only so many folks willing and able to pay $400-700 for a phone, may be 30-35% of the smart phone market (and Apple already has 23-24% of the market in 4Q11). The rest of them want just $100-200 smartphone.<<
First of all, XoFC, great post. Well reasoned.
Now I'm going to disagree with part of it. ;-)
The sentences above don't account for a couple of things. First, most people don't pay that much for even the latest model iPhones, because of carrier subsidies. Second, Apple has expanded their reach into the low end market. You can now get a brand new iPhone for zero dollars, with a contract. Sure, it's an older model, but it's still an iPhone.
Other than that, though, I can't argue with anything you said. |
