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Is it incredible? Do their competitors have systemic problems getting their customers to upgrade? I don't see that. If anything, I still see plenty of iPhone 4s

by duaneb 11y ago

Is it incredible? Do their competitors have systemic problems getting their customers to upgrade? I don't see that. If anything, I still see plenty of iPhone 4s and 5c models and content customers.

billiam 11y ago
Are you kidding? I think Apple has definitely proven it understands the upgrade cycle for products better than anyone--they perfectly the mid-cycle upgrade that the phone companies invented in the early 2000s (that's the S line), while doing what Motorola, Samsung, etc never could--consistently reduce hardware BOM by ~50% per generation. They nailed the product planning, they just missed the collapse of oil and the high dollar.
- duaneb 11y ago
  You can call it perfect, but it doesn't mean it's so. What kind of numbers are you seeing on upgrades that "proves" they're having some kind of special activity here?
  - lostlogin 11y ago
    $74 billion convinced me.
    - duaneb 11y ago
      That's a revenue number. It does not indicate any type of characteristic about the behavior of the individual customers.