Will Apple Break The Cell Phone Curse? By First Macro Capital.
As we enter the end of final innings of the business cycle, some are calling the end of the tech bubble but what about cell phone bubble? Interestingly over the past three business cycles, we have had three very different cell phone leaders. Nokia in the 1990’s, Blackberry in the 2000’s and Apple during the 2010’s. As we enter the end of the business cycle, will Apple & Samsung be able to hold onto their dominance as we prepare for the transition of the new generation of phones?
There’s a new leader in the budget category, a leader-killer at 30% of the cost of the iPhone:
This is insightful, and true in my experience: