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Andreas Hopf

 
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  • Bloomberg: Nokia's maps chief leaving after strategy disagreement [View news story]
    HERE or formerly Location & Commerce has been a long shot... forever. I do not believe it has any monetisation potential whatsoever that goes beyond the paltry results it has ever generated; plus, already $10bn shareholder value destroyed over the years. I believe it is an insignificant cause, always promising, never delivering. In 2014, 2013, 2012 I have read ever so many pumping and cheerleading articles on "promising" HERE aspects - not a single issue mentioned ever came to fruition.

    I rather believe that eventually, Nokia will be part of the European TEV sector merger bonanza; Ciena or Juniper are also fairly weak and an eventual complement in the future, should Nokia hold on to sufficient cash and achieve a top debt rating to finance big deals. I would, on the other hand, also watch for how the split-up Ericsson network divisions will be positioned in the future. And I would watch for Hans Vestberg travelling to Helsinki or Barcelona ; )
    Aug 20 05:17 PM | Likes Like |Link to Comment
  • Bloomberg: Nokia's maps chief leaving after strategy disagreement [View news story]
    It is worth less now. Windows Phone market share sinks and bing declines, hence less need for HERE maps online and less monetisation potential than before. At the same time, the Frankfurt and Detroit motor shows showed that fees in automotive are declining. Nokia should have flogged the unit to Apple when there was a chance after the Google split.
    Aug 20 01:29 PM | 1 Like Like |Link to Comment
  • Drop In Alcatel-Lucent Spells Opportunity [View article]
    Too risky for what seems to be a novice investor. RiM's/BlackBerry's four year fall into oblivion is fairly easy to play, but not for the faint hearted. But, yes, buying puts was and is the best to extract good profits from BBRY stock; too many cheerleaders and backslappers (just read the threads with hundreds of under-water kamikaze investors long since years) don't see how inept CEO after CEO is driving that thing head first into the ground.
    Aug 20 01:26 PM | 1 Like Like |Link to Comment
  • Bloomberg: Nokia's maps chief leaving after strategy disagreement [View news story]
    Nokia should have sold HERE a long time ago.
    Aug 20 12:57 PM | 2 Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Time to ring the bell more like. Same same, but different.
    Aug 20 08:28 AM | 1 Like Like |Link to Comment
  • Market Undervalues Apple's Growing iTunes And Accessories Segments [View article]
    Uh, that drone looks like a teen case-modder's wet dream. Not quite Apple style, I'd say. Jonathan Ive should be put to work with accessory partners.
    Aug 20 05:35 AM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    "It will take at least 1-2 decades for EVs to take significant marketshare."

    I am not sharing your optimism. How is the huge need for "clean" electricity going to be satisfied affordably and, more importantly, sustainably? How is the manufacture of the car itself going to be "clean"?

    Look at the U.S. Electric Power Annual and a Model S life cycle analysis and you may want to think again.
    Aug 20 01:36 AM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    You did.
    Aug 19 06:02 PM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    When the churchgoers at the holy shrine of Musk run out of arguments, particularly those derived from Tesla's own figures as given above, they revert to allegations of bad faith, rather than counteracting with a good sport.

    This is typical for all MOMO-stock trading vehicles.
    Aug 19 02:42 PM | Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    "Nobody else appears to be raising funds for building a battery cell factory big enough to supply high volume manufacturing of BEVs."

    Make a wild guess why.
    Aug 19 02:38 PM | 3 Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    pets.com & boo.com
    Aug 19 02:36 PM | 8 Likes Like |Link to Comment
  • Drop In Alcatel-Lucent Spells Opportunity [View article]
    All you need to do is to think clearly about your investment goals. I hope you have some. Speculation with a potentially huge loss but only 3% of your book? Can you stomach a 50% loss? Some are willing to do so. Others are in a too risky position with their book. Nobody here can tell you what to do.

    If you don't like the current performance and future prospects of an investment, and your position is a too large percentage of your book, you can sell and invest elsewhere.

    Everyone's situation and outlook is different.
    Aug 19 02:32 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    No, I was never a Volvo or Saab fetishist. When I need a car, I rent the one I like to drive or that is practical for the task at hand. Owning a car, parking a lot of money kerbside and seeing it diminish in value, is last millenium.
    Aug 19 12:43 PM | 1 Like Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    "How can tesla have 25k cars on the road for two full years when it only started production in June 2012."

    Blame Elon Musk. He did the presentation and published the figures.
    Aug 19 12:40 PM | 3 Likes Like |Link to Comment
  • Tesla: The Short Of The Decade? [View article]
    "They released their patents so everyone can use their technology…"

    Only that competitors aren't interested.
    Aug 19 12:35 PM | 6 Likes Like |Link to Comment
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