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the comments about the iPhone seem to have been basically accurate

If by "basically accurate," you mean "not accurate at all."

It's a long way from 2% to 45%. Not many companies get to underestimate their competition's potential marketshare by a factor of 22 and survive.



Apple has 15%, not 45%. So it's 5-8x, not 22x. And the original quote appears to be about all phones, not just smartphones, so the factor would in fact be even lower.


Apple has 45% in most OECD countries. Even higher in some of them, IIRC.


Is the original quote talking only about OECD countries? I think it's talking about worldwide.


It was partially accurate. Statistically no one bought an unsubsidized phone for $600. Apple lowered the price to $300 within 6 months and then went for the standardized subsidized model the next year.




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