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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

by 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.