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Strategies & Market Trends : Value Investing
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To: AFed who wrote (51354)4/18/2013 10:42:36 AM
From: Jurgis Bekepuris  Read Replies (1) of 78473
 
Although I agree with you on lot of things, but
Apple is just never going to be able to sell an iPhone to an impoverished Indonesian family with only US$50 to spend -- that's OK, no harm done for either party.
Not true. This is the big weakness in Apple. This is why they lost PC wars. And why they won iPod wars. But might lose iPhone wars long term. And might win iPad wars maybe. What their PCs and phones have in common (but iPod and iPad somewhat handle) is that they don't have low price products to take the main street.

Disruptions mostly start from the bottom and not from the top. Apple can be commended that they managed to start couple disruptions from the top and even move products somewhat downstream. But long term cheap products win. They can always be made good enough so that the edge of superior price/superior design is relegated to niche. Possibly highly profitable niche, but niche nonetheless.

I'm not saying this means that Apple is doomed. I am saying though that discounting this may be a grave mistake.

This is also why MSFT/NOK may fail in mobile strategy BTW. $1300 SurfacePro and high end Lumias cannot win the mainstream either... $299 laptops, $99 tablets and $0 phones win the game.
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