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I’m arguing that one competitor is not significant competition.

This competitor is also in a completely different market segment.

Is there anything but Google (for this purpose I count anything with Google Play) in the <$400 market?



Which competitor do you have in mind? Users cannot install Android on Apple devices and vice versa, your app repository is decided at the moment you buy the device, and I don't see any other competing Play Store. Not to mention - have you ever tried to disable Google Play Services in your Android phone?




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