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"Fantastic analysis, David. I agree 100%: subscriptions would be far more popular if the popular player could access them..."
The analysis is completely suspect. Apple has sold 100 million ipods. There are at least another 20 million music players. It is estimately that there are more than 2 but less than 3 million music subscribers. Meaning that of all people that can access them, only around 10% have them. Yes, if Apple added 10 million more subscribers that would be a lot to the subscriptions, but it wouldn't be a lot to Apple, it would still be 10%.
Apple can add subscriptions relatively easily whenever they want. When 25-50% of the 20% that don't own iPods subscribe or Apple's iPod market share starts decreasing, then they can do something.
Proclaiming they are missing out on something at this point, when it universally loses money, is silly.
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