Quote:
Originally Posted by wizwor
If you think of Value as a four quadrant graph with most/best features and lowest price in the upper right corner, Apple is in the upper left corner. It's easier for low cost manufacturers to add/improve features than for high margin manufacturers to lower cost. There's a Z axis to this graph. It's brand. Apple has owned the Z axis. That Z axis acts as inertia. It slows the impact of competing cost/feature improvements. Apple has used this inertia to hold off competitors with great success. The problem with inertia is that once it slips, the fall is fast. Amazon owns price and customer service. Amazon is competitive on features. Amazon has a good brand. It's not Apple, but it's good. I know a lot of iPad/iTunes users, but I don't know a lot of new iPad/iTunes users. All Kindle/Prime users are new. All those new Kindle/Prime users are likely aPhone customers. Pretty soon, Amazon is going to grab some of that z axis.
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A great post, thanks for the pleasure of reading it.
Quote:
Originally Posted by ApK
Kenny,
You know what Jerry Seinfeld would ask about that WSJ report, don't you?
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What's the deal with that WSJ report?