When I started to write about the mobile space on Credit Writedowns three years ago, it was clear to me that Apple’s strategy as a sole hardware manufacturer earning high margins and maintaining dominant market share was limited. The question at the time was how much money Apple could earn before that strategy became vulnerable. Since then, I have written a number of posts on mobile space strategy (I leave the valuation stuff mostly out). But I haven’t re-visited the real bigger macro view in quite a while. I want to do that with the weekly here.
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