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I don't think you can ever say that about any consumer electronics company. All of them are always one replacement cycle away from potential disaster. Apple ha
by fauigerzigerk 8y ago
I don't think you can ever say that about any consumer electronics company. All of them are always one replacement cycle away from potential disaster.
Apple has enormous margins to defend. If they cruise for a decade their margins will approach the average margins of the industry because people will no longer pay extra for the brand.
- ck425 8y agoOutside of China they're not paying for the brand. They're paying for the iOS eco system and that's still a valuable moat. It remains to be seen if a super app such as WeChat will emerge in other markets but until/unless it does Apple have a pretty strong moat.
- fauigerzigerk 8y agoI don't believe that this huge difference in margins is purely down to pragmatic considerations anywhere in the world.