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baybal
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iFridge
baybal   4/17/2014 6:07:27 PM
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Lawrence, you correctly pointed out that nobody in the silicon valley will be able to roll out an iFridge faster that Samsung.

Aside from joking, given the amount of Samsung made appliances in a typical household, it's a serious opportunity for them.

lawrencelundy
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Re: iFridge
lawrencelundy   4/21/2014 3:59:51 PM
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baybal I agree Samsung will not live and die by smartphones, and their competitive advantage of supply chain, scale and channel partners means they can be faster to market than almost anyone. As we begin to see all white goods and appliances connected, Samsung have huge growth opportunities. But, I believe the majority of profits will be captured further up the stack at the apps and services layer, which is where Samsung is currently weak. 



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