Seeking Alpha
  • Dennis Baker
    For Qtr ended Sept, NOK slips to 5th largest smartphone maker; behind even L G and BBRY.
    10/25/12
    Reply (25)
    • DeepValueLover: What a pathetic management team over at Nokia. Tell me ONE thing they've done to increase smartphone sales in 2012. Just ONE.
      10/25/12
    • Dennis Baker: Their 'burning platforms' memo will be used as a case study in business school for years to come. Worst product transition ever.
      10/25/12
    • mitrado: DeepValueLover: OK: Nokia Lumia 920.
      10/25/12
    • DeepValueLover: Mitrado: please link to the evidence that 2012 smartphone net revenue is higher than 2011...
      10/25/12
    • mitrado: DeepValueLover: That was not your question, was it? Then why are you asking for evidence for something I said nothing about?
      10/25/12
    • mitrado: Jim Morrison was right: people are strange.
      10/25/12
    • DeepValueLover: Mitrado: I haven't asked any questions on this thread.
      10/25/12
    • mitrado: You've made a clear question in the form of an affirmation. It was a good use of grammar... but still a question, nevertheless. :-P
      10/25/12
    • eldaedhel: @Dennis da Ogre: do not forget the market is booming :) positions change quickly until the market is more stabilized (2015?).
      10/26/12
    • Dennis Baker: @eldaedhel: Markets favor market leaders. Microsoft banked on this for years. If MSFT/NOK wants in they need a game changer. I don't see it.
      10/26/12
    • eldaedhel: To become a market leader, you need to rise. Where was Samsung in smartphones 2 years ago? Behind RIM :) AAPL passed NOK only from Q4 2011
      10/26/12
    • Dennis Baker: Apple's iPhone changed the industry, Android brought much of Apple's innovations to the mass market. How is Nokia changing the industry?
      10/26/12
    • mitrado: 140 characters are not enough to resume it: Dennis da Ogre... but I give you 2 hints: Enterprise & Location Services.
      10/26/12
    • eldaedhel: Why do you need to change the industry? It's a booming market now, so market shares will go up and down til market is more mature!
      10/26/12
    • Dennis Baker: People develop brand loyalty. Developed markets are nearing saturation. Getting people to switch is tough. New markets are easier.
      10/26/12
    • Dennis Baker: @mitrado - Apple is making huge inroads into enterprise. NOK needs to act fast.
      10/26/12
    • eldaedhel: The market has just taken off, penetration rate is now =<50% and always up in the US for ex., there is much money to tap everywhere.
      10/26/12
    • mitrado: NOK & MSFT already acted. Let the fight begin. It will be the real market, not Wall Street, to decide who does better in the business world.
      10/26/12
    • Mr. Knowitall: Dennis, MSFT already owns the enterprise, Nokia is getting a backstage pass.
      10/26/12
    • Dennis Baker: @mitrado: MSFT mobile is 15+ years old; WinPho is 2+ years old; I have trouble betting for a company with a long track record of failure.
      10/26/12
    • mitrado: Long track record of failure? MSFT managed to make Windows become the world's standard, when Amiga OS, Atari OS & Mac OS were all superior!
      10/26/12
    • mitrado: Later on, MSFT crushed SNE Playstation, which in terms of hardware was superior than XBox. How can you bet against this kind of power?
      10/26/12
    • Dennis Baker: Forgive me *Track record in mobile* xBox is neat but doesn't even provide enough profits to offset the losses from online services.
      10/26/12
    • mitrado: You're excused then. I didn't even know Microsoft had a long track on mobile but it seems to me they've got it right this time.
      10/26/12
    • Dennis Baker: Maybe this time they are a threat. After 7 years of hearing everyone panic each time MSFT tried to squeeze AAPL. I stopped worrying.
      10/26/12