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Andreas Hopf

 
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  • Strong N1 Tablet Sales Confirm Nokia's Global Brand Appeal [View article]
    I've been with telecommunication equipment stocks long enough that when I see headlines such as these "A first batch of 20.000 tablets was instantly sold out" I know that overall sales may turn out not as hoped.

    A production machine like Hon Hai is capable of far higher volumes and able to press products into the various sales channels in Asia. That they are using batch production here in order to not over-produce is telling in my view.

    I remember "Sold out instantly!", "Most popular on Amazon!" from the later smartphone efforts of Nokia, Motorola, HTC and RiM - look where they are now.
    Jan 24, 2015. 07:33 PM | 2 Likes Like |Link to Comment
  • Does Microsoft Have More Growth Potential Than Apple? [View article]
    A poor read indeed, lacking details as to the why and how.
    Jan 24, 2015. 03:03 PM | 3 Likes Like |Link to Comment
  • Strong N1 Tablet Sales Confirm Nokia's Global Brand Appeal [View article]
    A single batch of 20k units. This is a Kickstarter quantity, not a former Nokia quantity. Marginal is actually putting it mildly:

    Probably, if the licensing fee Foxconn pays per device is €20 (a very optimistic guess) that would make Nokia €400k, which is just enough to run the canteen at Espoo.
    Jan 24, 2015. 02:04 PM | Likes Like |Link to Comment
  • Nokia: Another Quarter, Another Beat? [View article]
    Interesting 6-months $NOK €NOK divergence http://imgur.com/6FnX0Iy
    Jan 24, 2015. 09:22 AM | 1 Like Like |Link to Comment
  • AMD Earnings: What Do They Mean? [View article]
    The article is quite good and it is most peculiar why investors have bought the stock since earnings, considering the grim outlook.

    In any case, this surprise up could be used by retail investors to exit the stock a bit more gracefully before the final plunge begins.

    Alternatively, one could buy more puts here.
    Jan 24, 2015. 05:12 AM | 1 Like Like |Link to Comment
  • Strong N1 Tablet Sales Confirm Nokia's Global Brand Appeal [View article]
    It does not matter. Sales volume was marginal.
    Jan 23, 2015. 07:06 PM | Likes Like |Link to Comment
  • One More Reason Why I Remain Long 3D Systems [View article]
    One can still buy puts from here, before DDD's "goodwill" endgame will begin to play out.
    Jan 23, 2015. 02:00 PM | 1 Like Like |Link to Comment
  • Nokia: Another Quarter, Another Beat? [View article]
    DD, if only you were an Eurino http://seekingalpha.co...
    Jan 23, 2015. 01:44 PM | Likes Like |Link to Comment
  • 3D printer makers sell off after Blair warns about competition [View news story]
    Anyone who followed my suggestions, later undermined with two articles http://bit.ly/1lGKZOA and http://bit.ly/1lGKZOE, to short sell across the entire sector from February until the end of 2014 was handsomly rewarded.

    And the best thing is that the sector is still overvalued, if one looks at the last 1-2 quarterly earnings report filings, particularly DDD, our favourite house of cards, haphazardly amalgamated, a toxic goodwill collection scheme.

    I wonder where the pumper authors are hiding these days... "averaging down" or "buying on the dip" to catch one falling knife after the other.

    All the while, the big not tradeable European competitors are ramping up customer relationships and Chinese producers are flooding the market. The next Euromold and Wohlers conference will be ever so revealing.
    Jan 23, 2015. 12:36 PM | Likes Like |Link to Comment
  • Nokia: Another Quarter, Another Beat? [View article]
    Today, Deutsche Bank "upgraded" to €6 for whatever reason.
    Jan 23, 2015. 12:20 PM | Likes Like |Link to Comment
  • Nokia: Another Quarter, Another Beat? [View article]
    DD, this is the mighty Nokia - going boldly up... and then down again. So exciting!
    Jan 23, 2015. 12:19 PM | Likes Like |Link to Comment
  • BlackBerry: Buyout Rumors 2.0, Don't Get Sucked In Yet Again [View article]
    Was all in my article, including revenue origins. However, BlackBerry fans don't even trust corporate filings or corporate news. Insanity rules.
    Jan 23, 2015. 09:12 AM | 4 Likes Like |Link to Comment
  • BlackBerry: Buyout Rumors 2.0, Don't Get Sucked In Yet Again [View article]
    John Chen is working hard at stepping into his predecessor's shoes.
    Jan 23, 2015. 09:02 AM | 3 Likes Like |Link to Comment
  • BlackBerry: Buyout Rumors 2.0, Don't Get Sucked In Yet Again [View article]
    There is much at odds here. Let's see:

    ***

    "Because Blackberry is the clear leader in enterprise"

    No. There are more Android and iOS devices in use in the corporate realm.

    ***

    "great innovative company that makes the best smartphones in the world"

    No. If that were the case, devices would sell in enormous quantities.

    ***

    "QNX holds a virtual monopoly on in-car informatics"

    No. It is, supposedly, licensed for use in 50 million motor vehicles of the ~2 billion in use globally, yet it hardly contributes to the $52 million software segment, a segment declining under the new CEO as well.

    ***

    "I'm a believer in Blackberry the company taken as a whole."

    Amen.

    ***

    "You know why no one buys Blackerry handsets, Andreas?"

    Because apparently, even corporate and governmental clients, who by and large do not care as much about hipness and coolness, are not interested.

    ***

    "and I'm pleased to fight with them and for them"

    This is the stock market, not a counter-terrorist operation.
    Jan 22, 2015. 06:39 PM | 7 Likes Like |Link to Comment
  • Nokia: Another Quarter, Another Beat? [View article]
    On the console in the hallway, so they can be quickly grabbed and sold.
    Jan 22, 2015. 04:15 PM | Likes Like |Link to Comment
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