In this episode Horace and Moisés discuss the iPad mini launch weekend (vis-a-vis older iPads and Windows 8), the curious case of choosy late adopters of smartphones in the US and the mystery of Apple’s capex late in the year. Horace spins a yarn about how Apple is playing chess with Sharp and Foxconn (and others) vs. Samsung.
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Stefan Constantinescu
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Mark Adams
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manch
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Horace Dediu
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manch
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Bruce_Mc
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mistervernon