How does this make Lumia phones any better? How does it sell more of them?
@treestman I agree with you.
Devil's advocate: way more marketing/spiff dollars.
Doesn't fix app problem though.
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@monkbent@treestman I think it’s part of the ValueAct Cap Mgmt agreement. ? -
@eric_perlberg@treestman doubtful. Seems very destructive to shareholder value. Most investors want them to exit consumer and devices -
@monkbent@treestman don’t agree about destroying value. See@asymco tweet on software v hardware profits. Fits in with ValueCap vision. -
@eric_perlberg@treestman@asymco maybe. I don't see it happening though. Too late. -
@monkbent@treestman@asymco I’m not arguing the sucess or failure, I’m arguing ValCap is the reason it’s happening & their logic.
End of conversation
New conversation -
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@monkbent thesis: apps matter in proportion to users' income, speed/cost of data networks. (Why India mostly featurephones.)Thanks. Twitter will use this to make your timeline better. UndoUndo
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