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Timothy Bryan  

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  • Nokia's Plan With Alcatel-Lucent Begins To Take Form [View article]
    Nice article...
    Sep 1, 2015. 12:51 AM | 4 Likes Like |Link to Comment
  • After Nokia's Q2 Earnings, Improving Revenue And A Flat Share Price Are Possible [View article]
    Buybacks could not happen until after the deal is closed, but an increased dividend could.
    Aug 11, 2015. 11:48 AM | 1 Like Like |Link to Comment
  • After Nokia's Q2 Earnings, Improving Revenue And A Flat Share Price Are Possible [View article]
    Knight,
    I am not an expert in the arbitration process, so you could be right about revenues being delayed. However, Ericsson's deal with Samsung was a relatively fast affair once it was announced.
    Aug 11, 2015. 11:47 AM | Likes Like |Link to Comment
  • After Nokia's Q2 Earnings, Improving Revenue And A Flat Share Price Are Possible [View article]
    Hi Josh,
    It is certainly achievable. Samsung alone could offer .20-.25, which leaves only .20-24 from the last two quarters. Remember that last year NOK would have earned .40 if not for the losses of the devices unit.
    Also pay attention to the use of past losses to shield profits. As per Timo they use about 60 million euros a quarter for that purpose.
    Aug 11, 2015. 01:36 AM | Likes Like |Link to Comment
  • Once Defunct Nokia Getting Lean, Mean And Ready For A Rebound In Late 2016 [View article]
    It's a good question analyst. Using a rough figure of 10% license on an ASP of 250.00 for design, branding, and patents, NOK could get 800 million from the sale of 32 million devices a year. This is pure guesswork, but I suspect it is close to what they are hoping for.
    Aug 8, 2015. 02:58 AM | 1 Like Like |Link to Comment
  • Once Defunct Nokia Getting Lean, Mean And Ready For A Rebound In Late 2016 [View article]
    brain,
    that is not exactly true, but you are correct it won't be a huge contributor. I think in full-swing licensing mode, they may capture and additional 800 million or so in fees from tablets, phones, etc.
    Aug 7, 2015. 06:50 PM | 2 Likes Like |Link to Comment
  • Once Defunct Nokia Getting Lean, Mean And Ready For A Rebound In Late 2016 [View article]
    Hi Jason,
    Where did you hear for certain that Foxconn would be making NOK's next handsets? That is certainly a strong possibility, but I had not heard that it was determined contractually.
    Aug 7, 2015. 03:47 PM | 4 Likes Like |Link to Comment
  • Bloomberg: Nokia close to HERE maps unit sale [View news story]
    LOL @ AH
    Jul 21, 2015. 04:16 PM | Likes Like |Link to Comment
  • Bloomberg: Nokia close to HERE maps unit sale [View news story]
    AH, you said 3 months ago it was worth between .75 to 1.25 billion. Love your comments, but they depend on what person is in control of your thoughts from day to day...
    Jul 21, 2015. 03:34 PM | 7 Likes Like |Link to Comment
  • Nokia, German automakers reportedly strike $2.7B deal for HERE unit sale (updated) [View news story]
    There has to be something more to this, as the price is absurd.
    Jul 21, 2015. 01:41 PM | 5 Likes Like |Link to Comment
  • Nokia, German automakers reportedly strike $2.7B deal for HERE unit sale (updated) [View news story]
    Showard, they will make north of billion USD this year, even without the Samsung deal that must be included from arbitration this year.
    Jul 21, 2015. 01:31 PM | Likes Like |Link to Comment
  • Bloomberg: Nokia close to HERE maps unit sale [View news story]
    If true, 2.5 billion euros is pathetic....
    http://reut.rs/1IbtvS7
    Jul 21, 2015. 10:32 AM | 2 Likes Like |Link to Comment
  • Bloomberg: Nokia close to HERE maps unit sale [View news story]
    AH, I would hardly call ERIC's 6% decline in constant terms following suit aggressively....
    Jul 21, 2015. 06:52 AM | 3 Likes Like |Link to Comment
  • Alcatel-Lucent Poised For A Great Quarter, But It May Not Matter [View article]
    Author, you make some good points, but as ALU's good results should benefit NOK's profile, and thus the eventual PPS when the conversion is done, I fail to see how good results do not benefit ALU's prospects.
    Jul 16, 2015. 10:48 AM | 2 Likes Like |Link to Comment
  • Nokia's Q1 Will Exceed All Expectations In Spite Of Tepid Treatment By Investors [View article]
    For once I agree with you AH....
    Jul 15, 2015. 04:01 PM | Likes Like |Link to Comment
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