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- Has read with the pleasure, very interesting post, write still, good luck to you!
- Thanks,very interesting and useful post
- Right, so with each step you move towards a finished product, the materials moves further downstream along the river.
- Downstream customers are those closer to sale rather than the manufacturing side.
- Why is mobile so unique? It is an industry where every major player along the vertical is both consumer-facing and consumer-monetizing.
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The new 3G iPhone will be sold under the traditional cellphone hardware model: the carrier foots a ~$200 subsidy in return for a contractual obligation from the customer to stay for 2 years. This effectively throttles the rate at which users will buy new devices at 2 years. 2 years may be an ok rate [...]
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