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-market trading.That suggests that investors thought earnings would be worse. #yg #ygmd

In Nokia forward guidance, Steven Elop acknowledged that Windows 8 may Osborne Lumia sales. #yg #ygmd

Listening to Nokia’s earnings. Interesting Q: Could Nokia pivot to become a navigation licensing company? Good margins. #yg #ygmd

@BenedictEvans All good things to think through though; this really is a race for 3rd place in smartphones.

@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. Another difference: RIM only makes smartphones (no feats) and doesn’t have an OS supplier with separate agenda.

@BenedictEvans RIM has an intense social component with BB Messenger and big corporate investment in BES. Different markets from NOK.

@BenedictEvans RIM has an intense social component with BB Messenger and big corporate investment in BES. Different markets from NOK.

Full Q2 2012 Lumia US sales: 600,000 at retail price of $99. First *weekend* 2007 iPhone sales at retail price of $599: 700,000. #yg #ygmd