I don't usually do individual articles on a thread (because that would flood this forum, obviously), but some of these numbers made my eyes pop out:
http://www.forbes.com/
sites/hbsworkingknowledge/2014/04/23/4292/
For ex., this Harvard B-school prof. claims that the vaping market was worth $3B last year (well above Herzog's estimates, I believe).
But more astonishingly we have this gem:
Actually it's not that tough to estimate the number of new tobacco cigarette smokers from teen smoking rates and population statistics (and perhaps even vapers). And his figure of 3-4M US vapers seem to be in line. Plus we know that about 5-10% of US tobacco cigarette smokers quit either "cold turkey" or via NRT (more on the low side of that range, I think).
But how in the world is he getting the # of vapers who converted to smoking tobacco cigarettes? My understanding is that there are very few, at least if we count the small fraction of vapers who have never smoked.
I find it very difficult to believe that there are gobs of vapers kicking around who have never smoked tobacco cigarettes (certainly not a quarter of us), let alone vapers who are either converting back to tobacco cigarettes, or never-smokering vapers who are becoming new tobacco cigarette smokers. Doesn't make sense to me. And frankly, I've never seen anything like the detailed numbers that he's providing on these subcategories (i.e. vapers who turn to smoking). The only numbers I've seen are overall #vapers and overall #smokers. (Perhaps there's some unorthodox counting of dual users going on, given that most vapers start out as dual users.)
I can certainly see how some of these conclusions will be abused by vaping opponents. The headlines are easy to write: "E-cigarettes create new smokers by the million." Ugh.
Something is rotten in Denmark - nobody that I know of has this guy's numbers (otherwise we'd have heard of them before, right?). Obviously they're estimates, but the $64,000 Q is how did he get them? There are some other rather unremarkable things in the article, such as the conjecture that BT is going to take over the vaping market, and from there, they'll jack up the price of cigAlikes to the point where their users will turn back to tobacco cigarettes. (Wouldn't surprise me a bit if the FDA's BP-bought-and-paid-for officials will help them do that, by effectively squashing the non-cigAlike market ... which seems to be precisely where the EU is headed w/ the TPD.)
BTW this link is identical: http://hbswk.hbs.edu/
item/7449.html
(You can paste both of those links directly into your browser, the extra line won't matter.)
http://www.forbes.com/
sites/hbsworkingknowledge/2014/04/23/4292/
For ex., this Harvard B-school prof. claims that the vaping market was worth $3B last year (well above Herzog's estimates, I believe).
But more astonishingly we have this gem:
"In the case of electronic cigarettes, existing evidence indicates that they have led to a net decrease in smoking. Of the 43.8 million smokers in the United States in 2012, 3.5 million converted to eCigs; during the same period only 1.3 million eCig smokers converted to tobacco. That means a net decrease of cigarette smokers of 2.2 million, or 5%.
"At the same time, 2.8 million nonsmokers converted to electronic smokes. But even that doesnt tell the whole story, says Quelch, since it leaves out the number of smokers who would have taken up smoking tobacco if e-cigarettes didnt exist, as well as the number of smokers who would have quit cold turkey without the availability of electronic products. 'To really determine the public health impact of e-cigarettes requires a lot of sophisticated market research and analysis,' says Quelch."[boldface added]
Actually it's not that tough to estimate the number of new tobacco cigarette smokers from teen smoking rates and population statistics (and perhaps even vapers). And his figure of 3-4M US vapers seem to be in line. Plus we know that about 5-10% of US tobacco cigarette smokers quit either "cold turkey" or via NRT (more on the low side of that range, I think).
But how in the world is he getting the # of vapers who converted to smoking tobacco cigarettes? My understanding is that there are very few, at least if we count the small fraction of vapers who have never smoked.
I find it very difficult to believe that there are gobs of vapers kicking around who have never smoked tobacco cigarettes (certainly not a quarter of us), let alone vapers who are either converting back to tobacco cigarettes, or never-smokering vapers who are becoming new tobacco cigarette smokers. Doesn't make sense to me. And frankly, I've never seen anything like the detailed numbers that he's providing on these subcategories (i.e. vapers who turn to smoking). The only numbers I've seen are overall #vapers and overall #smokers. (Perhaps there's some unorthodox counting of dual users going on, given that most vapers start out as dual users.)
I can certainly see how some of these conclusions will be abused by vaping opponents. The headlines are easy to write: "E-cigarettes create new smokers by the million." Ugh.
Something is rotten in Denmark - nobody that I know of has this guy's numbers (otherwise we'd have heard of them before, right?). Obviously they're estimates, but the $64,000 Q is how did he get them? There are some other rather unremarkable things in the article, such as the conjecture that BT is going to take over the vaping market, and from there, they'll jack up the price of cigAlikes to the point where their users will turn back to tobacco cigarettes. (Wouldn't surprise me a bit if the FDA's BP-bought-and-paid-for officials will help them do that, by effectively squashing the non-cigAlike market ... which seems to be precisely where the EU is headed w/ the TPD.)
BTW this link is identical: http://hbswk.hbs.edu/
item/7449.html
(You can paste both of those links directly into your browser, the extra line won't matter.)