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No idea, but my comment is focused on how Apple could deepen the moat and find evermore cashflow. You point out two distinct aspects, how locked in is a locked
by ethagknight 8y ago
No idea, but my comment is focused on how Apple could deepen the moat and find evermore cashflow.
You point out two distinct aspects, how locked in is a locked in household, and how many households are actually Apple only. I bet it’s rare to be all-Apple households, but Apple should be finding ever more reasons for a household’s next purchase to be an Apple related one. Since my locked-in household still only buys so many devices per person per 2-3 years, Growing services is another way to do it.
As far as degree of lock in, I’d say not much, I think it could all collapse with a few major missteps. There’s an enormous amount of pressure on the board of directors and C suite to maintain the expected quality.