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High Demand Of Nokias Lumia 920, Nokia Lumia 820, Nokia Lumia 822 And Nokia Lumia 810

|Includes:MSFT, Nokia Corporation (NOK)

According to T-Mobile, they will not have the Samsung ATIV S WP8 before Christmas. Some say the Samsung ATIV S WP8 will not be released until next year.

According to this information Samsung will ship the ATIV S from week 52 which means the ATIV S is delayed again. If you already ordered your ATIV S you will have to wait longer. The ATIV S could be delayed to begin January for Europe! The ATIV S uses the same display as the Galaxy S III. Because the Galaxy S III is extremely hot at the moment. Samsung could have decided to move back the ATIV S for public release because of production switch in build and materials.

Source: www.sammobile.com/2012/11/26/samsung-ativ-s-again-delayed/

The delay of Samsung ATIV S WP8 is good news for NOKIA. In US Nokia got:

- AT&T the Nokia Lumia 920 and Nokia Lumia 820,

- Verizon Wireless the Lumia 822, and at

- T-Mobile the Lumia 810.

Earlier today Microsoft Ballmer told Microsoft shareholders that "Windows Phone sales are four times what they were a year ago."

(Source: allthingsd.com/20121128/ballmer-windows-phone-sales-are-four-times-whatever-last-years-were/)

A reasonable interpretation is that Nokia gaining market share within Windows Phone and the growth of Nokia Windows Phone should be at least four times what they were a year ago.

That should put an end to the stupid question if it is high demand on Lumia (just comparing availability of Nokia Lumia 920) or short on supply.

Obviously it is high demand on Lumia, i.e. Nokia Lumia 920, Nokia Lumia 820, Nokia Lumia 822 and Nokia Lumia 810. And as Zacks Equity Research says the sold-out Lumia 920 is an early sign that Nokia has a "fighting chance" against Apple and the army of Android phones on the market.

Let us have a quick view at Google trend spotting interest of Android, iOS and Windows Phone. You can notice an increase of interest of Windows Phone.

www.google.com/trends/explore#q=android%...

Comparatively I would say that Windows Phone is where Android was in June 2009 and where iOS was as late as May 2011.

It will, whatever benchmark, mean that Windows Phone will have 3 years of good growth ahead.

Disclosure: I am long NOK.

Stocks: NOK, MSFT