• Seppo Sahrakorpi
    $NOK is growing up and becoming a real stock again? Tech sector down -3.67%, $NOK -4.55%, pretty close. ~$4 holding steady. Whereas $BBRY...
    12/21/12
    Reply (29)
    • KIA Investment Research: RIMM is in the toilet and apparently Brett Jensen called it, lol http://seekingalpha.com/c/7nvsh PS. I like Brett's option play on Microsoft.
      12/21/12
    • BGC: mr. market separating wheat from chaff. actually is rational for once. ppl bucket RIMM together when they are clearly not of the same mold
      12/21/12
    • Seppo Sahrakorpi: @BGC Exactly, I hate it when ppl&analysts talk about RIMM and NOK in the same sentence. I did make some $$ trading RIMM, but...
      12/21/12
    • Seppo Sahrakorpi: ...at the moment it is so all over the place that I need to let it cool off...but, the hype around RIMM is amazing.
      12/21/12
    • KIA Investment Research: The main problem I see with $BBRY is that they have no turn around story.. How can they hope to succeed with more of the same?
      12/21/12
    • KIA Investment Research: PS. The new OS has no security track-record like the preceding OS.. a huge drawback IMHO.
      12/21/12
    • Seppo Sahrakorpi: Agree, the forward looking story is not exciting and very narrow. NOK instead is differentiating, and has several forward looking storylines
      12/21/12
    • Seppo Sahrakorpi: That are already working and on the marketplace in $NOKs case.
      12/21/12
    • oneinfiniteloop: Luke, QNX is a very good OS so I personally won't doubt about its capabilities especially in terms of security.
      12/21/12
    • alphaRAJU: QNX like Symbian could be the next burning platform.
      12/21/12
    • oneinfiniteloop: Even though $BBRY is a competitor to $NOK, IMO, it will be a shame to have $RIMM go bankrupt, as they won't have any takers if they fail.
      12/21/12
    • oneinfiniteloop: Even though they are touting that Samsung or Microsoft may buy them, I think that is very unlikely, actually Google might go with them...
      12/21/12
    • oneinfiniteloop: that way they can get ride of Oracle being on their tail - just a wacky thought :)
      12/21/12
    • alphaRAJU: Google is having a hard time with Motorola. But yes, this would give them a secure OS. Apple could buy RIMM and design their own hardware.
      12/21/12
    • Charles Santerre: I'm not worried about RIMM. Corps move slowly and many will use BB10 to refresh current lineup of smartphones. Not just toys but tools.
      12/21/12
    • Charles Santerre: Acc to Google tech sector only down 1%
      12/21/12
    • BGC: I could actually see goog taking rimm. one of those "looks good on paper" ideas. would let them match up to ms enterprise offerings.
      12/21/12
    • Ocean Man: Why argue when you can enter the day short both?
      12/22/12
    • Seppo Sahrakorpi: @Charles This is what I used as a ref for tech sector -3.69% number: http://bit.ly/UfpgzK
      12/22/12
    • Charles Santerre: seppo2: gotcha. Thanks. Swear I saw 1% though when I looked. Weird.
      12/22/12
    • oneinfiniteloop: Charles, I think you must have seen it under the section "Sector Summary" here: http://bit.ly/UloZvY Technology shows as 1%.
      12/22/12
    • C. Guivi: added some more $NOK @3.99
      12/23/12
    • C. Guivi: Nokia is producing good news or news about growth opportunities almost on a daily basis and they seem to be quite good at execution...
      12/23/12
    • C. Guivi: $NOK...here a patent, there another new phone, another operator sign up, constant software improvements, entry into tablet market...
      12/23/12
    • Seppo Sahrakorpi: @Guivi Yep, I also added some more at @3.99. The stars seem to start lining up... :)
      12/23/12
    • Seppo Sahrakorpi: No sorry @$4.0 to be exact
      12/23/12
    • oneinfiniteloop: @Seppo2 and @OC good call on selling, about a 10% gain on stock - not bad I would say within a day or two :)
      12/23/12
    • Seppo Sahrakorpi: Thanks, I got lucky there. I like the volatility combined with the (hopefully fundamental) uptrend...
      12/23/12
    • C. Guivi: I think it's looking good and I also find this China Mobile Y1-deal is REALLY big ..some make calculations that it amounts to ~5mln Lumias..
      12/24/12