I've been bearish on Framework, not because they make a bad product, but because I find it hard to believe there's a market to support them.
- Laptop use is shrinking, or has shrunk, as people diversify to smartphones, tablets, smart TVs, etc.
- Of the remaining laptop users, some percent only wants Apple
- Of the remaining non-Apple laptop users, some (most?) will just buy something cheap from Walmart/Costco/BestBuy
- Some of the remaining few are looking for gaming laptops specifically
- The rest will consider a Framework laptop, among others, and this is likely to be the most picky group
Will they really be able to find enough market to succeed, in any capacity?
- Laptop use is shrinking, or has shrunk, as people diversify to smartphones, tablets, smart TVs, etc.
- Of the remaining laptop users, some percent only wants Apple
- Of the remaining non-Apple laptop users, some (most?) will just buy something cheap from Walmart/Costco/BestBuy
- Some of the remaining few are looking for gaming laptops specifically
- The rest will consider a Framework laptop, among others, and this is likely to be the most picky group
Will they really be able to find enough market to succeed, in any capacity?