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To: Ryan Bartholomew who wrote (166321)	2/24/2014 8:36:20 AM
From: pyslent	Respond to of 213176

"But over time, they will be to consumers who are considering them as a package purchase, especially versus competitors." In my mind, that's putting the cart before the horse. We don't know whether the smartwatch category will be compelling enough to influence the selection of phone. Until that becomes the case, I see the phone cost as a sunk cost-- the decision to buy it has already been made by the time the watch accessory is under consideration. Regardless, until the demand for a smartwatch is proven, it will be a luxury good. Most people who buy a $300 phone will not be in the market for even a $200 smartwatch, so the summed cost will be substantially higher for the iWatch user: roughly $950 vs. $300 for the Android user. Add in a Tesla to go with your new iPhone and TCO is starting to get ridiculous :)

To: Ryan Bartholomew who wrote (166321)	2/24/2014 2:55:21 PM
From: Doren	1 Recommendation Recommended By MGV Read Replies (1) \| Respond to of 213176

> Initially, most iWatch sales will be to consumers who already own an iPhone. Why do you say that? I'm thinking more and more the iWatch is going to be something a doctor tells a patient to buy. That kind of functionality doesn't need a cell phone connection. The data could be stored on the watch and then transmitted when its plugged into a computer to recharge the battery. No need for a phone and a gigantic immediately addressable market that will not be "shopping around" much. If a doctor wants you to get an iWatch because it has better sensors, you will get an iWatch. Just like you get any other prescription. Oh you might ask for a different watch, but you'll get the one your doctor tells you to get. If my guess is right. Of course once you have an iWatch on all the time, you might just decide to get an iPhone and a Mac to go with it.