Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Katy Huberty: Apple’s days of $1-a-day may be numbered – Could we be on the verge of a transition from shipments and ASPs to installed base monetization? We think so. Could we be on the verge of a transition from shipments and ASPs to installed base monetization? We think so. From a note to Morgan Stanley clients that landed on …
