@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

RT @BenedictEvans: Nokia sold 600k units in North America bout 4m Lumias- so most Windows Phones must be elsewhere.

Don’t you sense that Silicon Valley woke up this week and said, “Let’s shuffle all the tech execs just to mess with everyone’s head.”

Congrats to Pat Gelsinger being appointed CEO at VMWare. It couldn’t happen to a nicer (or smarter) guy. I expect cool things to come.

@marissamayer Knock ’em dead at Yahoo today! And don’t forget that your office is now at a different address than it was yesterday. 😉

It’s nice to see Silicon Valley shaken up again with Mayer’s move. At the very least, Yahoo won’t be bombing San Francisco with skydivers.

With an Internet search Jedi running Yahoo, MSFT should be double-checking how airtight that Bing contract with Yahoo is. #yg #ygma