BenedictEvans

Location: London
Website: http://www.ben-evans.com/

Joined Sep 18, 2009

Bio: 5 years in tech/telco banking, then 5 in TMT BD & strategy (Orange, C4, NBCU). Now looking for something difficult to do

BenedictEvans
Should Nokia buy $Palm? Would provide a successor to s60, solve their smartphone problem, their US problem and Palm's scale problem.

Jun. 4 at 9:14 AM

from Twitter
BenedictEvans
@atebits Superfabgroovy. Saved searches please? Bug: stocktwits tags (eg $VOD) act strangely.

Apr. 20 at 7:14 AM

from Twitter
BenedictEvans
Nokia could buy $Palm & reboot their smartphone strategy for 1/3 of current net cash. Not that they will, of course - QT is SO much sexier

Mar. 13 at 12:57 PM

from Twitter
BenedictEvans
I wonder how many decades it has been since the last time $GE went up 8% in one day...

Mar. 9 at 1:04 PM

from Twitter
BenedictEvans
$VOD dividend yield is now 8%. You might have a bumpy ride, but the stock will hold value as well as anything on a 5 year view.

Mar. 3 at 6:04 PM

from Twitter
BenedictEvans
@bluewaterpro Sure: $PALM ran out of old crap worth buying before they had any Pres to sell. BUT -I played w/ Pre in Barcelona. Vvv cool.

Mar. 3 at 5:46 PM

from Twitter
BenedictEvans
$Palm is having a bumpy transition to the new product line. Not sure if this affects the buy story, unless the economy hits Pre sales too..

Mar. 3 at 5:08 PM

from Twitter
BenedictEvans
RT @jonprice did Motorola shut down their mobile phone business without telling anyone? not a single MWC announcement. #mwc09 $MOT

Feb. 16 at 3:32 PM

from Twitter
BenedictEvans
Ha. Nokia: "Relying on one product is like walking on a razor's edge" $MOT #wmc09

Feb. 16 at 8:59 AM

from Twitter
BenedictEvans
$VOD - Digging through Vodafone's results a few days on - 12.8 % revenue 'growth' from the collapse of Sterling...

Feb. 5 at 8:49 AM

from Twitter
BenedictEvans
$RIMM Blackberry Storm is known internally at a UK operator as the Blackberry Shitstorm

Jan. 30 at 6:58 AM

from Twitter
BenedictEvans
$VOD: Looking through the Racal Telecom (now known as 'Vodafone') IPO prospectus from 1988. 211,500 subscribers, GDP 138m annual revenue!

Jan. 27 at 1:51 PM

from Twitter
BenedictEvans
And now fake AIDS tests. Horrible on one level, but $AAPL should learn from this. If your PR is lies or silence, rumour will fill the vacuum

Jan. 26 at 7:19 AM

from Twitter
BenedictEvans
$Nok forecasting 10% decline in mobile handset sales in 2009. First ever decline? The growth is emerging markets and 1/2 that is 2nd hand.

Jan. 22 at 11:31 AM

from Twitter
BenedictEvans
$Nok down almost 10% on quarterly numbers. 15% fewer phones sold, 3 points market share lost, volumes to decline by 10% in 2009

Jan. 22 at 11:30 AM

from Twitter

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BenedictEvans

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