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To: Ryan Bartholomew who wrote (165394)2/5/2014 7:05:53 AM
From: slacker711  Read Replies (1) | Respond to of 213177
 
For that to be the case, of course, sales would have to explode beyond forecasts.

Nope, there is going to be very little overlap between Indian consumers who would consider buying an almost 4 year old iPhone 4 for $300 and one who is willing to buy a 5S for over $800.

This is for people who want the Apple brand but have no chance at affording the top of the line prices. They will have to make a substantial sacrifice in terms of specs to get the brand. They arent going to grab the top slot in terms of share, but this dramatically expands their TAM in a place like India.

Slacker



To: Ryan Bartholomew who wrote (165394)2/5/2014 7:55:13 PM
From: MGV  Respond to of 213177
 
Many are proclaiming that Apple has given up the fight to reclaim market share,
"Many" must mean the regulars on the Apple hating board. Apple has been transparent and consistent in their strategy to define the market as high-end devices. They don't cede share in that market nor do they seek share outside of it.