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Seppo Sahrakorpi  

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  • Vringo +12.9%; case data points to U.K. ZTE settlement [View news story]
    Excellent comment @tech, thanks. Agreed.
    May 4, 2015. 08:38 PM | Likes Like |Link to Comment
  • Nokia Earnings: What Happened And What Comes Next? [View article]
    And...the greed wins...got some more $NOK @ $6.50...
    May 1, 2015. 02:27 PM | 12 Likes Like |Link to Comment
  • Update: Ditch Vringo On This Pop [View article]
    The 'Properties' info for the PDF says that it was created (and last modified) in June 3rd 2013...

    http://bit.ly/1GBVCt7
    May 1, 2015. 11:02 AM | Likes Like |Link to Comment
  • Nokia Earnings: What Happened And What Comes Next? [View article]
    Excellent read @TB, thanks.

    Having read the CC last night, I think it gives the best insight and understanding what happened with the Networks. I would only add to your summary that Q1 2014 SW sales was exceptionally good, while Q1 2015 happened to be on the unusually low side, compounding the negative impression of (high margin) SW sales performance.

    Also they entered to a new long term China deal(s?) with increased upfront HW cost, and _near to the end of the quarter_. With the explicit plan that these deals will start bearing fruit in H2 2015 and onwards. And Suri was quite clear that the overall profitability over the lifetime of the deal is positive.

    In a sense, Nokia (like so many companies, e.g. CRAY) suffered here from the quarterly reporting cycle's inadequacy to describe or fit into the more longer term cycle of the business itself.

    Fear and greed, greed and fear...having slept over this, and having reviewed plenty material etc, I am very tempted to get more Nokia (or ALU, I do not know yet) on this fire sale...
    May 1, 2015. 09:53 AM | 14 Likes Like |Link to Comment
  • Nokia shares nosedive on plunge in networks profit [View news story]
    Nokian Hakkapeliitta winter tire might be a tough one to chew, particularly the studded version.
    May 1, 2015. 08:01 AM | 1 Like Like |Link to Comment
  • Nokia's HERE Sale: Apple, Facebook, Alibaba Join List Of Potential Suitors [View article]
    Good long story here, with references to boot:
    http://bit.ly/1fQFee4
    Apr 29, 2015. 11:23 AM | 1 Like Like |Link to Comment
  • Nokia says no return to phone manufacturing [View news story]
    @Gwyn Agreed

    Brand licensing is cheap/safe, low hanging fruit for Nokia, to keep the brand in commoners minds and in the press. And perhaps make a few bucks (but pretty much completely irrelevant for the bottom line). This is more like marketing for Nokia now. I bet there has been more articles on Nokia's re-entry to tablets and smartphones than actual N1 tablets... :)
    Apr 28, 2015. 09:45 AM | 5 Likes Like |Link to Comment
  • Nokia says no return to phone manufacturing [View news story]
    The original Nokia statement is here:
    http://nokia.ly/1Ov7wic
    Apr 27, 2015. 07:53 AM | 5 Likes Like |Link to Comment
  • Nokia says no return to phone manufacturing [View news story]

    This is just confirming that any future smartphones will be brand licensed, ala N1:

    "... "Nokia reiterates it currently has no plans to manufacture or sell consumer handsets."

    However, Nokia has said it is looking into returning to the smartphones business by brand-licensing. ..."
    Apr 27, 2015. 07:52 AM | 6 Likes Like |Link to Comment
  • Nokia's HERE Sale: Apple, Facebook, Alibaba Join List Of Potential Suitors [View article]
    The rumor is that first round of bids are due by the end of next week...
    Apr 23, 2015. 08:05 PM | 2 Likes Like |Link to Comment
  • Nokia's HERE Sale: Apple, Facebook, Alibaba Join List Of Potential Suitors [View article]
    Indirectly yes, since any deal is likely to raise NOK SP, and thus also ALU SP via the 0.55 or so multiplier.
    Apr 23, 2015. 05:44 PM | 4 Likes Like |Link to Comment
  • TomTom To Grow All Business Units – Management Calls It ‘Too Early To Speculate On Impact Of Sale Nokia HERE' [View instapost]
    Bummer, that's in AMS, I can not trade that here...
    Apr 23, 2015. 09:27 AM | Likes Like |Link to Comment
  • TomTom To Grow All Business Units – Management Calls It ‘Too Early To Speculate On Impact Of Sale Nokia HERE' [View instapost]
    I am in North America, and looking at this:
    http://bit.ly/1yW4wo0

    Should I look at some other ticker?
    Apr 23, 2015. 07:32 AM | Likes Like |Link to Comment
  • TomTom To Grow All Business Units – Management Calls It ‘Too Early To Speculate On Impact Of Sale Nokia HERE' [View instapost]
    Thanks for the summary!

    It looks like TMOAF has such a low volume that one can not really trade it...
    Apr 22, 2015. 09:15 PM | Likes Like |Link to Comment
  • Facebook reportedly shows interest in Nokia maps unit, launches dialer app (updated) [View news story]
    @AH Thanks, entertaining read on the account and click farms.

    The clay legs FB et al. are standing on has been known for a while already, but it is interesting how Mr Market just does not seem to care. While I have already for quite a while advised my (small business) clients not to waste their advertising money in FB advertising.
    Apr 22, 2015. 09:04 PM | 2 Likes Like |Link to Comment
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