| kowenicki said: emerging markets is where the money is. The US and major western markets are beginning to stagnate. |
Emerging markets is where the growth is. Not so sure about money.
For one, emerging markets are more price sensitive, so a unit sold in India is liable to have tiny margins compared to one sold in the US.
Second, most of the third party developers that make a platform so attractive to customers and help lock those customers in tend to live in the West. Of course developers exist everywhere, but it's good to have silicon valley on your side.
Third, depending on who you are in mobile, you may not be able to make anything in these emerging markets anyway. I'm mostly talking about Google here, which has almost no presence in China no matter how many Android devices sell there, because all those Android devices strip out Google's services and replace them with Baidu and other home grown alternatives.
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