How does this make Lumia phones any better? How does it sell more of them?
@eric_perlberg @treestman doubtful. Seems very destructive to shareholder value. Most investors want them to exit consumer and devices
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@monkbent@eric_perlberg@treestman Today's stk price sure doesn't argue with “investors want exit”—but what other evidence for your thesis? -
@WaltFrench@monkbent@treestman did you see the link I posted to the ValueAct story by@karaswisher on sept. 1? -
@eric_perlberg I saw story itself—only generic concern voiced. Like US politicians, activists find it counter-productive to be too specific.
End of conversation
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@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
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