It's hard to understand why you are long the company. Good enough is actually not good enough in Smartphones. HTC's 8X was a good enough phone and it failed. The Lumia 920 has 1 or 2 minor advantages over the 8X, but it sold 3 times as much. If you like good enough companies, invest elsewhere.
Nokia Lumia: No Killer Apps, Investors Lose [View article]
haha. Kofi is always reliably able to predict the past.
Oct. 27, 2012 - NOK trades around $2.50 and Kofi says sell and Nokia is going bankrupt. Jan. 15, 2013 - NOK soars to around $4.50, Kofi says Nokia is turning around and putting pressure on Apple Mar. 20, 2013 - NOK drops to around $3.50 and Kofi says Nokia is going bankrupt again.
With Kofi's market analysis abilities, he'll be the one going bankrupt.
Chinese Graphite Leader Trades At A Quarter Of Its Book Value [View article]
I mentioned graphene as the driver behind the recent Graphite bubble. Graphene is not factored into my growth estimates for CHGI or the graphite industry. And I reiterate, graphene stocks don't exist because its not a business yet.
And I find it a joke that you believe an outdate website is a sign of a fraud. Have you noticed seeking alpha's website? It's a baby step up from 90's html. Their logo is font called Papyrus that comes packaged with every computer. And yet, you're not complaining.
Is Nokia Doing A Good Job Marketing The Lumia 920? [View article]
Great analysis- waiting for part 2. I've been interested in Nokia's carrier marketing since I read that the Lumia 822 on Verizon was outselling both the Lumia 920 and 820 on AT&T. My store checks in Chicago were more slightly optimistic than yours in China.
AT&T The largest and most trafficked AT&T stores in Chicago had strong advertising. One AT&T flagship store had a floor to ceiling screen promoting the Lumia along with a long table lined with ever color of the Lumia 920, 820 and HTC 8X. Lumia's were used through out the store to test with stereos and other gadgets. At these stores, more people were looking at Windows Phone than any competitor. Sales people were also well versed in the phone and many said they owned one or were planning on getting one. But at smaller stores, advertising was sparse and sales people were unconvincing. There was very little interest in the phone and most customers simply went straight to the counter and asked for an iPhone. Upon entering the store, the sales reps did not specifically mention Windows Phone unless I asked.
Verizon There were only posters in a handful of the Verizon stores I checked. But actual phones were very well placed. The music in the store was coming from a Nokia JBL speaker with an 822 plugged in. Windows Phones were towards the front of the stores. In some cases well placed right beside Galaxies. iPhones were placed at the middle or to the back of stores. Upon entering the store, sales people welcomed me and mentioned that they carried the Galaxy and New Windows Phones. Over all, customer interest in the 822 was strong.
In conclusion, Verizon seemed to be at least as consistent and invested in promoting Windows Phone as AT&T. Clearly, Nokia's partnership with AT&T could be working out better.
Those are some great reasons to be exceptionally bullish on Lumia growth. Here's another, they they sell 3 times more lumias in a month than Googles sells of its Nexus 4 in a quarter.
If Nokia can keep up its "current trend" of 50% QoQ growth in Asha sales and 25% QoQ growth in Lumias and 36% YOY growth in NSN margins then share prices will easily exceed $5. All the trends suggest that their $300 million in revenue last quarter will exceed $500 million within 2 quarters. A PE of 10 would make them worth over $5/share and a high growth PE of 12 would yield over $6/share.
BlackBerry: Hope After The Hype (Part I) [View article]
I fully agree. But the geeks buy Android because it is the perfect geek product- its open source, it has the wiz-bang features and its google. BlackBerry will have a hard time competing with android when it comes to geekiness.
Research In Motion (RIMM +4.2%) is finally doing something many pundits and marketing execs long advised it to: changing the company's name to BlackBerry. Going forward, the company will trade under the symbol BBRY on the NASDAQ, and BB on the Toronto exchange. Thorsten Heins made the announcement at RIM's BB10 event, which is getting underway. (live blog) [View news story]
kmi, if you own the stock that's tumbling, its never fun to hear about it. I agree that its best to buy the company, not the product. But if that's how you invest, maybe you shouldn't play with a company that can lose 20% value after a mediocre product launch.
I'll Buy Nokia If The Company Dumps Windows And Elop [View article]
BlackBerry May Make As Much Profit From One Z10 As Nokia Does From Three WP8 Lumias [View article]
Nokia's Challenger Checklist [View article]
Nokia Lumia: No Killer Apps, Investors Lose [View article]
Oct. 27, 2012 - NOK trades around $2.50 and Kofi says sell and Nokia is going bankrupt.
Jan. 15, 2013 - NOK soars to around $4.50, Kofi says Nokia is turning around and putting pressure on Apple
Mar. 20, 2013 - NOK drops to around $3.50 and Kofi says Nokia is going bankrupt again.
With Kofi's market analysis abilities, he'll be the one going bankrupt.
Chinese Graphite Leader Trades At A Quarter Of Its Book Value [View article]
And I find it a joke that you believe an outdate website is a sign of a fraud. Have you noticed seeking alpha's website? It's a baby step up from 90's html. Their logo is font called Papyrus that comes packaged with every computer. And yet, you're not complaining.
Is Nokia Doing A Good Job Marketing The Lumia 920? [View article]
AT&T
The largest and most trafficked AT&T stores in Chicago had strong advertising. One AT&T flagship store had a floor to ceiling screen promoting the Lumia along with a long table lined with ever color of the Lumia 920, 820 and HTC 8X. Lumia's were used through out the store to test with stereos and other gadgets. At these stores, more people were looking at Windows Phone than any competitor. Sales people were also well versed in the phone and many said they owned one or were planning on getting one. But at smaller stores, advertising was sparse and sales people were unconvincing. There was very little interest in the phone and most customers simply went straight to the counter and asked for an iPhone. Upon entering the store, the sales reps did not specifically mention Windows Phone unless I asked.
Verizon
There were only posters in a handful of the Verizon stores I checked. But actual phones were very well placed. The music in the store was coming from a Nokia JBL speaker with an 822 plugged in. Windows Phones were towards the front of the stores. In some cases well placed right beside Galaxies. iPhones were placed at the middle or to the back of stores. Upon entering the store, sales people welcomed me and mentioned that they carried the Galaxy and New Windows Phones. Over all, customer interest in the 822 was strong.
In conclusion, Verizon seemed to be at least as consistent and invested in promoting Windows Phone as AT&T. Clearly, Nokia's partnership with AT&T could be working out better.
Chinese Graphite Leader Trades At A Quarter Of Its Book Value [View article]
Samsung Copies Nokia's Winning Strategy [View article]
http://bit.ly/YZm9vS
Samsung Copies Nokia's Winning Strategy [View article]
Samsung Copies Nokia's Winning Strategy [View article]
Samsung Copies Nokia's Winning Strategy [View article]
BlackBerry: Hope After The Hype (Part I) [View article]
This article is probably the worst of the bunch:
http://nym.ag/WXcLaB
BlackBerry: Hope After The Hype (Part I) [View article]
BlackBerry: Hope After The Hype (Part I) [View article]
Research In Motion (RIMM +4.2%) is finally doing something many pundits and marketing execs long advised it to: changing the company's name to BlackBerry. Going forward, the company will trade under the symbol BBRY on the NASDAQ, and BB on the Toronto exchange. Thorsten Heins made the announcement at RIM's BB10 event, which is getting underway. (live blog) [View news story]