@antrod tweets related to: The New Normal, Platform, Lock, Margins

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The other major number that caught people's attention in the recent Apple earnings call was the drop in gross margin (47% to 38% YoY) which is mostly explained by the iPad mini but definitively hints at lower margins in their future.
Antonio Twitter

Platform lock-in is so thin now that declining gross margins may be the new normal even if you win : http://t.co/nfJokWAt

Antonio Twitter

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