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Marc Kagan
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Well written article but I believe you should mention Apple's Ecosystem strategy is an effort to delay the "good enough" stage as long as possible.  Apple's combination of services, media, hardware, software (desktop / mobile) and OS are improving in all dimensions and the level of integration is very difficult for pure hardware manufacturer (Samsung) to match although they are trying.  I think we are likely to see Samsung continue to customize Android and add services to try to match Apple's ecosystem.  Bottom line - hardware is probably already good enough but as long as Apple can differentiate through their ecosystem approach in ways that are meaningful to customers they will retain their high margins / profitability share.

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