better means better, especially within the context of what Bernstein and Kuittinen are running up the flagpole.
Farragu and Kuittenen are concerned about smartphone ASP and units, and that's because they are evaluating Nokia as a business-- selling more Lumias is the great white hope only insofar as Lumia sales are profitable.
That said, Nokia (Microsoft) appears to be ready to grow Windows Phone share at any cost, and I'm not sure that isn't a bad business strategy long term. In that spirit, the 1020 really should get a price cut to $100 after contract. At $650 retail, it's simply not competitive against a $100 520.
I do think that any sequential rise in blended ASP really has nothing to do with whether the turnaround effort is on track. In my mind, that would have nothing to do with whether Q3 is better than Q2. All that really matters is building the ecosystem at this point, and that means selling more lumias, but more importantly, more lumias in the US, where app developers (like Google) are. |
