@monkbent Since when did you also start looking at quarter-to-quarter unit sales? :-(
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@TheRomit I’m looking at quarter to quarter growth rates, which is a YoY measure. Totally valid (and common) approach -
@monkbent 8.2MM vs 4.4MM? -
@TheRomit problem is decrease in growth rate from 130% to 80% (plus the profit issues, obv) -
@monkbent Also, while all unit sales are still small, isn't 130% last year over an even smaller starting # than the 80% this year? -
@TheRomit 130% last quarter -
@monkbent Going back to original question, assuming MS wanted to stay the WP course, was there an option for them besides buying Nokia? -
@TheRomit I think I nailed it day of :)http://stratechery.com/2013/the-deal-that-makes-no-sense/ … - 3 more replies
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@monkbent it's down by 5%, that's NOT significant. it's probably due to the acquisition distraction. -
@jaykannan Smartphones missed expectations by like 20% -
@monkbent who does QoQ comparisions? it's 86% up YoY. -
@jaykannan fair, but growth rate YoY down a lot too (that you can compare QoQ). May be a blip, but not a good sign. -
@monkbent er, no! realistic view will be first quarter under MSpic.twitter.com/6U6RzSZubv
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@jaykannan growth rate in 3Q was like 130%; in 4Q it was 80%. That’s a decline (and given the base, a worrying one) -
@monkbent NO, nobody does QoQ http://worldcap.org/infographic-apple-iphone-ipad-and-mac-sales-in-fiscal-4q13/ … where they go from here under new management is a different matter. we wait till Q2/14 -
@jaykannan you can absolutely compare growth rate - which is a YoY measurement - QoQ. - 3 more replies
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@monkbent there is still some Apple-like love for the Nokia brand here in old Europe - mostly disappeared knowing it's all MSFT now. -
@paologorgo yeah, sounds like that’s the most likely reason for the collapse
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