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February 22, 2008

Apple: Will iPhone Premium Go to Zero? No.

Some are arguing that the Apple iPhone premium is on its way to zero. I call "bullshit". Granted, iPhone's model is mutating quickly different than most of us expected -- the company has been too slow launching in new  markets; it has been too slow bringing out the SDK -- but the factors driving that are disappearing quickly. This is classic market misbehavior.

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