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.
Daily Archives: July 19, 2012
http://t.co/2goD4RWs Mayer is …
http://t.co/2goD4RWs Mayer is a bargain at $40M; Semel got $110M just to join Yahoo and then drove it into the ground.
RT @DavidGoldmanCNN: Microsoft…
RT @DavidGoldmanCNN: Microsoft posts first quarterly loss on $6B write-down of aQuantive. Without that write-down, Bing “only” lost $479M.
Lumia US sales were actually o…
Lumia US sales were actually only 330,000 according to Nokia CFO. 600k was for all Nokia phones. http://t.co/WKp1nTSm #yg #ygmd
Nokia stock is up 13% in pre-m…
Nokia stock is up 13% in pre-market trading.That suggests that investors thought earnings would be worse. #yg #ygmd
In Nokia forward guidance, Ste…
In Nokia forward guidance, Steven Elop acknowledged that Windows 8 may Osborne Lumia sales. #yg #ygmd
Listening to Nokia’s earnings….
Listening to Nokia’s earnings. Interesting Q: Could Nokia pivot to become a navigation licensing company? Good margins. #yg #ygmd
@BenedictEvans All good things…
@BenedictEvans All good things to think through though; this really is a race for 3rd place in smartphones.
@BenedictEvans RIM should move…
@BenedictEvans RIM should move faster than Nokia because it controls the whole platform stack. Can tell software guys “change this by Fri!”.
@BenedictEvans Fair enough. An…
@BenedictEvans Fair enough. Another difference: RIM only makes smartphones (no feats) and doesn’t have an OS supplier with separate agenda.