The phone market in 2012: a tale of two disruptions
During the first quarter this year HTC, RIM and Nokia all surprised investors with bad news. The effect is evident in the share price of these companies which, in the case of RIM and Nokia is around book value, and in the case of HTC, neared 12 month lows and a 70% drop from peak. These “misses†in earnings and expectations are on top of the already woeful news from Sony Ericsson and Motorola, whi
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