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Daily Archives: July 19, 2012

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We now live in a future unimag…

Posted on July 19, 2012 by carl
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We now live in a future unimaginable in the 1990s: AAPL is biggest tech ever, MSFT is losing money, and GOOG has turned to the dark side.

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http://t.co/2goD4RWs Mayer is …

Posted on July 19, 2012 by carl
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http://t.co/2goD4RWs Mayer is a bargain at $40M; Semel got $110M just to join Yahoo and then drove it into the ground.

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RT @DavidGoldmanCNN: Microsoft…

Posted on July 19, 2012 by carl
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RT @DavidGoldmanCNN: Microsoft posts first quarterly loss on $6B write-down of aQuantive. Without that write-down, Bing “only” lost $479M.

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Lumia US sales were actually o…

Posted on July 19, 2012 by carl
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Lumia US sales were actually only 330,000 according to Nokia CFO. 600k was for all Nokia phones. http://t.co/WKp1nTSm #yg #ygmd

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Nokia stock is up 13% in pre-m…

Posted on July 19, 2012 by carl
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Nokia stock is up 13% in pre-market trading.That suggests that investors thought earnings would be worse. #yg #ygmd

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In Nokia forward guidance, Ste…

Posted on July 19, 2012 by carl
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In Nokia forward guidance, Steven Elop acknowledged that Windows 8 may Osborne Lumia sales. #yg #ygmd

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Listening to Nokia’s earnings….

Posted on July 19, 2012 by carl
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Listening to Nokia’s earnings. Interesting Q: Could Nokia pivot to become a navigation licensing company? Good margins. #yg #ygmd

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@BenedictEvans All good things…

Posted on July 19, 2012 by carl
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@BenedictEvans All good things to think through though; this really is a race for 3rd place in smartphones.

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@BenedictEvans RIM should move…

Posted on July 19, 2012 by carl
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@BenedictEvans RIM should move faster than Nokia because it controls the whole platform stack. Can tell software guys “change this by Fri!”.

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@BenedictEvans Fair enough. An…

Posted on July 19, 2012 by carl
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@BenedictEvans Fair enough. Another difference: RIM only makes smartphones (no feats) and doesn’t have an OS supplier with separate agenda.

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