http://questionablecontent.net/view.php?comic=2139
Today's Questionable Content is super Meta. And funny.
Thursday, March 08, 2012
Wednesday, March 07, 2012
Segmenting the iPhone opportunity | @asymco - 3G is the real constraint for #iPhone penetration
One of the most important constraints on the purchase of iPhones is the state of 3G (or, more broadly, mobile broadband) networks. An iPhone is a mobile computer whose primary value is derived from high bandwidth data communication. Because this bandwidth is not universally available, the iPhone faces a restricted addressable market.
via asymco.com
This is a different kind of argument.
Essentially, Horace is saying that the lack of 3G is what's restricting iPhone from larger market shares in China. He assumes that carrier partners can always sign on later. What is not mentioned in this article is whether much of this addressable market in China has the income to buy an iPhone. This exclusion seems to imply that he doesn't think that it matters as much as most other analyst thinks.
Lol. @ew4n is like an old man. "Bad News: Almost everyone at MWC had an iPhone!"
It’s the service providers that are bugging me though. These folk are meant to be helping the operators compete with immensely cool new services that should completely eclipse anything Apple could dream up.
MWC was filled with service providers busy selling software and services in this regard. Yet most of their executives had already gone native.
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