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Roger McNamee: 'Apple Has Larger Gross Margin Than Android Has Gross Revenue'

Roger McNamee: 'Apple Has Larger Gross Margin Than Android Has Gross Revenue'

Posted March 15, 2012 at 2:22pm by iClarified
Roger McNamee of Elevation Partners thinks Android's business model is hopelessly broken stating, "Apple has larger gross margin than Android has gross revenue", in an interview with Bloomberg. "The largest Android phone has less than a fifth of the iPhone's volume....I would make Motorola focus everything on making the world's greatest Chrome OS phone."

Here's some other interview highlights shared by BusinessInsider.

● "Apple's best days as a stock are behind it," even though Apple as a company still has a bright future, and the iPad will define the future of computing. "Any kid under the age of 7 thinks that's a computer. That's their sum definition of a computer." (Regarding the stock, he seems to simply be stating the law of large numbers -- it's very hard to double your size when you're already worth $500 billion.)


● The Kindle Fire is a "really slow, really expensive way of doing things."

● Microsoft's mobile strategy has no hope. The only way it could win is it if built its own phone based on Windows 8. Integrated hardware, software, and services will win.

● Dell's Windows 8 tablets won't do anything. "How many times do you need to make the same mistake?"

● Skype could be great if only someone would treat it as an actual product and think of it as the world's largest telco, capable of reaching 800 million people.


● Twitter is like Pointcast from the dot-com era: "A great, great, great idea just being destroyed by a lack of focus and a lack of cohesion. It's tragic." He thinks that Twitter needs an emergency focus on user experience and should "stop trying to do Sponsored Tweets -- it's a stupid idea."

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Roger McNamee: 'Apple Has Larger Gross Margin Than Android Has Gross Revenue'
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