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Seppo Sahrakorpi

 
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  • Ford divulges fuel-economy numbers on 2015 F-150 [View news story]
    @IF Thanks for posting links to Detroit FP articles.
    Nov 22 12:12 PM | Likes Like |Link to Comment
  • Vringo: Next Steps After A Disappointing Decision Versus Google [View article]
    @dean

    http://seekingalpha.co...
    Nov 22 11:57 AM | Likes Like |Link to Comment
  • Air bag injury reported in Ford Mustang [View news story]
    Good read/summary:

    NYT:

    "Takata’s Switch to Cheaper Airbag Propellant Is at Center of Crisis"

    http://nyti.ms/1r0Nlbi

    Notably:

    "...Takata has said it continues to use ammonium nitrate in its replacement airbags...."

    In other words, the replacement air bags are equally unsafe as the old ones. Just that since they are new, there has been less time for repeated phase change cycles, and moreover, less time for humidity to seep in.
    Nov 20 10:51 AM | Likes Like |Link to Comment
  • BlackBerry -4.7% after Morgan Stanley downgrade [View news story]
    And Chen does not have a conflict of interest... :)
    Nov 19 10:53 AM | 4 Likes Like |Link to Comment
  • Nokia launches 7.9" Android tablet; shares +3.4% [View news story]
    Once you have the kernel running (core OS), the rest is easier. Particularly since this tablet is x86 (not ARM), so many Linux codes should port relatively easily...

    Now, having said that, I am not an expert on how far away from mainstream Linux kernel the Linux kernel in Android is...
    Nov 19 10:32 AM | 1 Like Like |Link to Comment
  • Nokia launches 7.9" Android tablet; shares +3.4% [View news story]

    Agreed on both fronts. This is a whole new business model for them...
    Nov 19 09:36 AM | Likes Like |Link to Comment
  • Nokia launches 7.9" Android tablet; shares +3.4% [View news story]
    @vk007 Re 20%, Guestimate means that my educated guess is as good or bad as anybody else's.

    The purpose of my original comment above is to give some framework and baseline. Every investor should plug in their own guestimated numbers and act accordingly...
    Nov 19 08:22 AM | 2 Likes Like |Link to Comment
  • Nokia launches 7.9" Android tablet; shares +3.4% [View news story]
    It would be fantastic if my guestimate would be a magnitude too low... :)

    Like I said, low risk, high reward play for Nokia.
    Nov 18 02:49 PM | 2 Likes Like |Link to Comment
  • Nokia launches 7.9" Android tablet; shares +3.4% [View news story]
    OK, so where's the money?

    Just as a back of the envelope, purely speculating, I am guessing the following base line:

    Sale price $249 USD
    1M units sold in 2015
    Nokia gets 20% in licensing revenue (since they did all the R&D, specs and design after all).

    So, this device alone adds 0.2*$249*1,000,000 ~= $50M to Nokia's Technologies revenue in 2015...which would be a ~5% increase to that unit's annual revenue. Now that would be nice...

    Now, even if the sales were only 100,000 units, that would bring Nokia $5M, which should more than cover the R&D and design costs. So in a sense this looks like a very low risk, possible high reward endeavor for Nokia.

    Also, Nokia has explicitly said that this is only the beginning, that they are not going to be releasing only tablets, so as more and more such Nokia designed and licensed devices emerge, all will add a bit to the Technologies revenue.
    Nov 18 01:47 PM | 4 Likes Like |Link to Comment
  • Nokia launches 7.9" Android tablet; shares +3.4% [View news story]
    The whole point is that Nokia seems to have learned its lessons and is off-loading the major capex and inventory risks to the 3rd party OEM. So this is limited risk endeavor for Nokia, while at the same time trying to leverage its brand where it still matters (China, Eastern Europe, etc...)...
    Nov 18 11:18 AM | 4 Likes Like |Link to Comment
  • Nokia launches 7.9" Android tablet; shares +3.4% [View news story]
    Notably Nokia also wants to keep tight control over the specs and design, so not to tarnish the brand just for some quick short term buck.
    Nov 18 10:54 AM | 6 Likes Like |Link to Comment
  • Nokia launches 7.9" Android tablet; shares +3.4% [View news story]
    Good move, leveraging brand and in-house R&D and design strengths, while off-loading manufacturing, inventory etc risks to the 3rd party OEM.
    Nov 18 10:30 AM | 8 Likes Like |Link to Comment
  • The Big One? How To Play This Draw (VCO - 2.1) [View instapost]
    Will do.
    Nov 17 09:03 PM | Likes Like |Link to Comment
  • No China Deal And Samsung 'Partnership' Raises Questions For BlackBerry [View article]

    Define 'terrorist'...in other words your terrorist could be my freedom fighter...

    Once the cat is out of the bag...
    Nov 17 02:13 PM | 1 Like Like |Link to Comment
  • Air bag injury reported in Ford Mustang [View news story]
    Thanks, good insights.
    Nov 17 12:11 PM | Likes Like |Link to Comment
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