Seeking Alpha

Seppo Sahrakorpi's  Instablog

Seppo Sahrakorpi
Send Message
PhD in Computational Physics. Developing new models for stock trading. Predicting future accurately enough for trading purposes is surprisingly difficult, but it can be done. Contrarian investment philosophy. I am in particular interested in undervalued technology stocks with multiple x upside... More
My blog:
Pilvi Blog
  • Forum On Nokia's Mobile Devices 360 comments
    Feb 5, 2013 8:14 PM | about stocks: NOK

    Discussion 'forum' for all things related to Nokia's mobile devices, i.e. smartphones, feature phones, and possibly even tablets etc one day.

    Forum on other topics, i.e. general NOK discussion, NSN, HERE, and IP, can be found here.

    For earlier discussion (January 2013), please see the thread here.

    Disclosure: I am long NOK.

    Stocks: NOK
Back To Seppo Sahrakorpi's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (360)
Track new comments
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    Nokia's CEO Stephen Elop speaks to the Business about his company's comeback (Extended)

     

    http://bit.ly/XMaP5E
    5 Feb 2013, 10:37 PM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    Nokia Lumia 920t voted number 1 mobile phone at China Mobile

     

    http://bit.ly/VBSBlZ
    6 Feb 2013, 09:54 AM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    I've owned and used a Lumia 800 since May 2012. What about you?

     

    I now have Windows Phone 7.8 with resizeable tiles and call forwarding (very practical for me).

     

    My only complaint really is about the browser, and only with certain sites. It has a lot of difficulty rendering on a regular basis the SA website. Also it has difficulty resizing text on certain pages with paragraphs of different widths, so I may need to turn my phone sideways and readjust for a few paragraphs. I had many complaints with my Sony Xperia phone but the browser was not one of them. Incidentally it also had difficulty rendering SA.

     

    All in all, it has been the best looking, best performing and most useful smartphone I've ever owned (my 3rd).
    6 Feb 2013, 05:43 PM Reply Like
  • akoshi
    , contributor
    Comments (86) | Send Message
     
    seeking alpha didnt have apps for windows or android?

     

    Ive been using the ios app and dont usually like going to the website in the phone browser.
    6 Feb 2013, 07:03 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Without making excuses for the browser, the seeking alpha website has a terrible construct that causes browser issues on even my desktop (if the thread gets too long). Having said that, the browser on WP8 handles it better.
    6 Feb 2013, 07:54 PM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    I created my own application for SA by pinning it on my Lumia start screen. Not a big fan of mobile pages and viewing the SA desktop version in my 920 is not a problem at all. I had to constantly squint with my 4S and I'm near sighted for goodness sake :P
    6 Feb 2013, 09:34 PM Reply Like
  • domi1kenobi
    , contributor
    Comments (71) | Send Message
     
    The Android app of SA is a joke.. keep on uninstalling it.
    The website itself is also very buggy. Ajax calls don't come through..
    So you need to refresh the browser (IE/Chrome/Firefox desktop and mobile versions).
    24 Jun 2013, 08:48 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    We had a talk last year about sentiment and if you remember, we said that (this is paraphrasing):

     

    The negative sentiment could change from:

     

    1) Nokia will fail, to….
    2) Ok, they’re selling devices but…
    And finally…
    3) Crap, Nokia…Buy, Buy, Buy!!!

     

    Well, it appears that we are on schedule as the early rumors about what sale for Lumia in China would look like were met first with:

     

    1) The Chinese won’t buy that big fat phone, to…
    2) Ok, they’re buying it but Nokia can’t keep up with demand!
    You know what comes next ;-)

     

    Seriously, this is purely anecdotal and I’m not attempting to call China an early indicator of anything, this can all still fail for any number of reasons, that’s why I never bet the farm and I always take profits as they come. However, I love it when the backpedaling starts and the heel digging begins ;-)

     

    Nokia China Stumble Risks Delaying Rebound From 1% Share
    http://bloom.bg/VF0Uxy
    6 Feb 2013, 08:09 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Thanks for the link to Bloomberg story.

     

    Same old supply story again, this is getting frustrating:

     

    "...Most China Mobile outlets won’t carry the 4,599-yuan ($738) device ahead of next week’s holiday, with the largest Chinese operator blaming delivery shortages. While 90,000 Lumia 920T models were ordered through Jan. 30, Nokia only shipped 30,000, said Li Yan, a China Mobile spokeswoman..."
    6 Feb 2013, 08:18 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » I mean, if Nokia wants to sell 30,000 phones per month, why go to China, when Iceland would suffice?
    6 Feb 2013, 08:20 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @seppo,
    lots of questions regarding the Bloomberg story...

     

    1.) The 90K order, with 30K received. Was that for the entire China Mobile Market? Or was that for a region of the CU market? Was that order only for the week leading through Jan 30th? What about previous orders received? CU has the most visibility for consumer demand and pent up demand. Is it strong? or Mediocre? What about other Lumia products that CU is selling?

     

    How are pre-orders for the 920 going? I'm sure that is an easy question to answer, but as usual, most authors when trying to sell a story will only present their supporting 'facts'.

     

    There is NO DOUBT that supply constraints are effecting sales for China Mobile.

     

    Are those offerings such as the low end Lumia 620's selling? This link as of JAN 15th says the 620(not 920) is available at all store locations.

     

    http://bit.ly/XZq2yL

     

    Off contract for $320. Half the cost of other off contract smartphones.
    8 Feb 2013, 10:55 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    I can only hope that it was just one Vendor in a large city. I would hate to think that Nokia can only deliver 30k 920T's per month (assuming the time period was from the China Mobile release date to Jan 30.
    9 Feb 2013, 09:06 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » I think the next wave of mobile computing is ultrabook-tablet x86 based hybrids, combining two devices in one (e.g. Lenovo Helix, where one can detach the tablet when entertaining in the evening ala George's argument) for less money than getting two would cost. Win 8 is the only OS to support such devices. Lenovo is the leading manufacturer of ultraportables, with knowledge how to build mechanically sound lightweight high-quality laptops. Gorilla Glass is the screen material of choice.

     

    Now, if Nokia would create such a hybrid W8 x86 device w/ _PureView_ camera, that would be one huge gamechanger.

     

    I am long $MSFT, $INTC, $LNVGY.PK, $NOK, and $GLW. \

     

    Thoughts?
    6 Feb 2013, 08:42 PM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    I don't know if this is of related interest. http://tcrn.ch/YEXeOQ
    6 Feb 2013, 09:56 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Yep, thanks.
    6 Feb 2013, 10:08 PM Reply Like
  • Lekoko
    , contributor
    Comments (193) | Send Message
     
    Like all your longs!
    All have super management, except Nokia. The attraction there is a possible turn around. All dependent on management skills.

     

    All $MSFT, $INTC, $LNVGY.PK, and $GLW have proven their management capabilities and financial robustness. These are superb picks!

     

    With NOK - superb management could make this company worth $50 per share in 18 to 24 months. Please note the word "superb".
    otherwise - $3 - 12 in the same time period.
    26 May 2013, 01:40 PM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    "Translation for Luke's Stock Talk post. Mandarin to English."

     

    Nokia rebirth of the Road: shows positive earnings

     

    The fourth quarter, Nokia sold a total of 4.4 million Lumia phones than expected

     

    From only one quarter earnings, but also can not say that Nokia has been restored, but at least they have seen a rebound in the direction. The this earnings to Biequ the a number of years, Nokia has injected a strong shot in the arm. Once the mobile phone giant Nokia, get rid of the verge of bankruptcy, and embarked on a road of steady recovery, the most difficult moment has passed.

     

    Returning to the strong earnings

     

    Look at the fourth quarter from the Nokia 2012 fiscal year, quarter net revenues of $ 10.7 billion, a growth of 11%; achieve net profit of $ 270 million a year earlier, compared with a loss of $ 1.4 billion. This is Nokia's first profit in a year and a half since the end of Prior the continuous huge loss of embarrassing history. However, Nokia had consecutive losses is more affected by its network equipment joint venture subsidiary Nokia Siemens (abbreviated: NSN) operational mismanagement drag. The turnaround is also the main growth performance thanks to NSN NSN leading to huge writedowns drag, Nokia finally profitable back.

     

    The real highlights of the earnings report that sales of 4.4 million Lumia phones, an increase of 52%, compared with 2.9 million in the third quarter. Total seasonal Nokia cash increased from $ 11.7 billion to $ 13.2 billion, more valuable working capital. Although the earnings announcement, Nokia's share price fell, but mainly because Nokia announced the first time in 24 years to cancel the dividend, and to give up its Symbian phones. WP8 does not support WP7 phone upgrade after the Lumia handset sales suffered significantly affect WP8 new machine listed just over a month, 4.4 million of sales in the case of such a lean, this data is enough to make Nokia excited about.

     

    Understand the significance of this positive earnings on Nokia CEO Stephen Elop (Stephen Elop) can look elaborate. He said on a conference call after the earnings report: "efforts were finally rewarded, to this end, we are encouraged by the fourth quarter and the fiscal year 2012, we achieved operating profit." Face "shortly after taking office Microsoft Trojan questioned Canadians finally emboldened to prove his leadership ability, even if this is only a preliminary positive.

     

    Just a few months ago, Nokia was also caught outside a suspected pessimistic sound. Two years after the alliance with Microsoft, WP Mobile is still difficult to see improvement, and Nokia continue to lay off the sale of assets; vigorously promote WP7 flagship phone Lunia 900 just to see sales growth, Microsoft announced a new system of WP8 abandon WP7 user; strategic partners Microsoft HTC maintained a balance between efforts and Nokia attitude and let Nokia feel awkward. Before the in WP8 equipment new listing, Nokia had the most difficult period of time. During this time, the Nokia one hand, in exchange for valuable funds through the sale of the buildings, patents and layoffs and other means, on the other hand will be hopes for WP8 new products.

     

    Product to save the fate of

     

    The fourth quarter was the turning point in the self-help of Nokia, the flagship mobile phone 920 is the last straw. On a mobile phone manufacturer, excellent product to bring users with performance. For continuous Nokia hit 920 this flagship model has become the mainstream manufacturers ability to continue as a key to survival. 920 released in early September, Nokia has almost come up with cost control under the premise of good technology to lead the industry including PurView camera technology, ultra-sensitive touch screen, wireless charging technology.

     

    920 listing of praise in the industry, this is not surprising.

     

    Nokia lead the mobile phone industry for many years, although a disadvantage because the system quickly by Apple to catch up with Samsung, but still in the design and technology with the industry's top strength. Superior hardware also needs qualified software. After several years of accumulation, Microsoft WP8 on to make up for the disadvantages of previous systems, gradually approaching on the basic functions of the system of Apple and Google to become the third largest smartphone operating system. Although significant gaps in the number of applications and the quality WP8 has been able to reflect the technical strengths of the Nokia 920, the close integration of the software and hardware.

     

    920 listed always in short supply, is true in Europe, the United States or China. In the U.S., AT & T is the exclusive distributor Lumia 920, the phone is always ranked in the sales charts in the first few orders of up to 1-2 weeks, which is usually the treatment of the iPhone only. Of course, this is Nokia's production problems. Poor mobile phone sales in the previous WP7 Nokia 920 listed and no shipments expectations too high, in order to reduce the loss of stock, Nokia does not provide adequate capacity for 920.
    Nokia Lumia 920 phone

     

    China's situation is much the same supplier of Nokia's new mobile phone is expected to own Nokia did not anticipate the market reaction and therefore not equipped with enough capacity for the initial listing of 920. 920 has become the most popular, but the most difficult to buy smart phones. After witnessing the positive response of the market, Nokia now is to increase the supply of 920 horsepower. In order to expand the market, Nokia also cooperation with China's largest carriers, China Mobile launched TD version 920. It is understood that the Nokia situation to informed sources, 920 the current month in the Chinese market shipments reached 100,000 units, which is quite a long absence, the good news for Nokia.

     

    In addition to the flagship model Lumia 920, Nokia also launched the 820 and 620, while the main mid-and low-end market. The end of this month at the Mobile World Congress (MWC) held in Spain, Nokia also launched two new mobile phones. These two new products are likely to be equipped with the the 40,000,000 pixels PureView technology last 808, other features with 920 slight gap, should complement in WP8 product line on the 7xx this gap. 920 just listed, Nokia will not be so quick to release a new flagship product, the impact to the 920 sales. New the WP8 flagship phone of the market rumors metal fuselage, should be released after the Nokia World Congress.

     

    More possibilities ahead

     

    Excellent product to bring good results, while Nokia is also actively explore new revenue channels. Map business is Nokia's traditional strong business, but also the first to achieve revenue diversification means. From the beginning of the third quarter of last year, Nokia released Here, such a cross-platform application services, and also met with Amazon, Oracle, BMW, and many other manufacturers reached a Map cooperation agreement, the actual revenue. In order to highlight the multi-platform nature of the map service, Nokia Maps service was renamed Here, erase the Nokia brand attributes.

     

    Elop took office after the most important decision-making than the alliance with Microsoft to give up a huge market of Android platform, which also brought him a great deal of controversy. Entered into a strategic partnership with Microsoft for two years, the relationship between Nokia and Microsoft, but also because of the series of tragedies become more and more subtle. Nokia is the only mobile phone manufacturers a focus on the Microsoft platform, but did not get the the Microsoft same focus returns. Strict control of Microsoft's mobile software unilaterally abandon WP7 users to upgrade to the latest system, gradually warming relations with HTC to launch its own brand smartphone possibility of these are more or less affect the relationship between Microsoft and Nokia, but also Nokia began to consider more possibilities.

     

    Nokia and Android has been a big topic of industry speculation. Recent Elop's remarks on the Android tablet extraordinarily evocative. As a veteran mobile phone manufacturers, Nokia has enough technical strength of R & D Tablet PC, Elop also has not shied away from the issues on the Tablet PC. He recently said that Nokia will release a tablet PC, the platform preferred Microsoft operating system, but also keep an open mind on the Android. Does not rule out the possibility of Android Tablet PC, then the future of Nokia there is no need to completely shut the door of the smart phone using Android.

     

    As the leader of the Nokia Turnaround Strategies, Elop Nokia's shareholders, the board of directors as well as employees responsible for the alliance with Microsoft and Nokia bring immediate results, business turnaround is to rely on its own strength. Conducive to the overall interests of the Nokia need also may turn to the Android platform, "walking on two legs", without having all hopes are pinned on Microsoft's body.

     

    Apple as its own platform advantage due to the lack of the platform and the industry chain, Nokia and Samsung as the whole industry chain advantages, but by virtue of the original technical strength and brand value, and Nokia have the ability to back smartphone line camp to compete with Sony and HTC, Apple and Samsung market's third-largest manufacturer. Nokia received $ 1.35 billion of EU funds in the near future for the R & D graphene material. Graphene is most able to combine a strong and lightweight material, will Nokia products bring revolutionary innovation for mobile devices.
    6 Feb 2013, 10:17 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Nokia Lumia 620 review: precisely what an entry-level smartphone should be http://engt.co/TOW7gk
    7 Feb 2013, 08:08 AM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    Yeah it's frustrating when you can't meet demand, but I would rather have this problem than having millions of phones that are not selling. I am sure they are moving heaven & earth to ramp up production. Geez.
    7 Feb 2013, 08:12 AM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    The only demand that is not being met is for the Lumia 920 due to manufacturing constraints which is the most wanted Lumia line. I never did pay attention to these Lumia lines (5,6,7 & 820's). The demand should be much greater globally for these smartphones due to their price points and affordability. These phones also provides the WP8 experience for the right price. I believe manufacturing should ramp up after the Vietnam factory receives the thumbs up to pump out this beautiful candy bars. Now with a bit of burden taken away, other factories can concentrate with the higher end Lumia lines. http://bit.ly/Xnx3hY
    7 Feb 2013, 08:28 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Nokia Lumia 1000 shows up on China Mobile phone list, Nokia Lumia 520 and 720 in Indonesia. http://shar.es/YWL7b
    7 Feb 2013, 01:43 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    With the Lumia being the "lion-share" of the WP market share, the U.S. market share for Nokia could pickup (just a little) ;-) Maybe now is the right time for a Win8 tablet, not an RT.

     

    More US companies plan to support Windows Phone 8 than Blackberry 10 http://shar.es/Yfnio

     

    "Underlining that Windows Phone has now moved ahead of Blackberry in USA in terms of market share and mind share, a recent survey by iPass® Inc. and MobileIron, which drew from the experiences of 477 IT executives worldwide, found that IT is more bullish on Microsoft’s Windows Phone 8 handsets than on RIM’s BlackBerry 10 phones.

     

    The majority (about 75 percent) of respondents were currently employed IT professionals, at the director level or above. Fifty (50) percent of respondents worked for companies with more than 1,000 employees.

     

    The survey found only 34 percent of IT managers plan to support BlackBerry 10, compared to 45 percent who plan to support Windows Phone 8 devices going forward. This is an improvement on the current level of Windows Phone 7 support, which is around the 32.6% mark, and a large drop in support for Blackberry, which is currently at the 62% mark. iPhones are currently supported by 77% of businesses, while Android phones are supported by 61%.

     

    The survey also found however increasingly strong support for the Bring Your own Device movement, with 81 percent of respondents stating their company now accommodates personal devices in the office, underlining the need to continue fighting for consumer market share, as the business and consumer market continues to converge.

     

    The survey took place between December 2012 and January 2013."
    7 Feb 2013, 01:51 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Nokia Lumia 620, 820 on sale in Japan, doing well
    http://bit.ly/Xbu7n2

     

    "While Nokia’s Windows Phone 8 range isn’t being officially being distributed by carriers in Japan yet, Expansys Japan has been importing them into the country, and according to their best seller list the handsets are doing pretty well, with the Nokia Lumia 620 heading the list and the 820 also showing a presence.

     

    Hopefully the handsets will eventually also make it to a carrier like NTT Docomo, who has no Windows Phones on their current portfolio, but who has been rumoured to be getting a Nokia handset at some point".
    7 Feb 2013, 09:02 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    I don't like the RT tablet for Nokia, and I'm ambivalent about a Windows 8 tablet too soon in Nokia's recovery.
    I think they should focus on a complete line of feature rich phones through 2013 at least. Focus on PureView, and focus on Maps.. Get it right, get it perfect and monetize, monetize, monetize.
    8 Feb 2013, 12:27 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    I think they might go with "ambivalent" ;-)

     

    Forget Windows RT; a Nokia Windows Phone 8 tablet for Rs 20,000 would be killer http://bit.ly/14GWZWE
    8 Feb 2013, 01:09 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Possible specs leak for Nokia Lumia 520 and 720 http://shar.es/YphCk
    8 Feb 2013, 06:12 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    Just a quick comment about supplies constraints.

     

    I think we should create a list of all Nokia factories. For each factory we need to identify 1.) What their max Unit capacity is per quarter/month 2.) What Models they can manufacture 3.) Are their factory lines fixed or can they manufacture other models? 4.) If their fixed, how long does it take to retool a line to manufacture another make?

     

    Knowing the above criteria will enable one to create a model to guide an investor to ascertain reasonable MAX/MIN financial metrics.
    8 Feb 2013, 11:17 AM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    doggie: Would that info be available on their website, annual report or Investor Relations? Would this info be considered "trade secrets" that is not publicly available so as not to be exploited by competitors?
    8 Feb 2013, 11:57 AM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    Production Facilites. Start doing some work boys :) http://bit.ly/Xnx3hY
    8 Feb 2013, 08:48 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Nokia up .05 in After Market .. :-D
    Anyone know why?
    8 Feb 2013, 08:06 PM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    Possibly a reaction from new information released after the market closed.
    8 Feb 2013, 08:56 PM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    INFORMATION ON COMPONENT SHORTAGES

     

    My short "investigation" has "revealed" the following:

     

    On Nov 7 MacWorld comes out with the following article:
    "Design, supply component issues may be hurting iPhone 5 production"
    http://bit.ly/YhxGFq

     

    Bringing greater weight to this, the following report: "Making smartphones brilliant: Ten trends - McKinsey & Company" (no date)
    http://bit.ly/150FOAA%2F~%2Fmedia%2Fmckinse...

     

    The above report states that many manufacturers producing high-end smartphones use those screens, including Apple, Nokia and Samsung.

     

    And then: "Qualcomm's S4 chips for smartphones, tablets in short supply" (19 April 2012)
    http://bit.ly/XZN5v4

     

    Then: "Nokia admits Lumia supply problems"
    http://bit.ly/150FQZl

     

    While Nokia does not name the components makers "out of respect", it doesn`t take Sherlock Holmes to put 1 and 1 together.

     

    CONCLUSION:
    The Lumia 920 has the most advanced screen in the world. Not many can make it and it is in short supply along with the chips powering the device.
    9 Feb 2013, 08:47 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    FYI,
    the 920T that is in short supply for China Mobile does not work on China Telecom and China Unicom. However the regular 920 will work on CT and CU. Hopefully supplies for those carriers are not hampered.

     

    Also, the low end 620 uses completely different componants then the other high end Lumia's. Hence, Nokia could have a real work horse in the 620. This is also the reason some telcos have changed their WP8 offerings to suddenly start selling the 620. The broad Lumia Family gives Nokia a distinct advantage as it can adopt its manufacturing to the ever present supply constraints of the industry.
    9 Feb 2013, 01:03 PM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    That is well done.
    9 Feb 2013, 07:27 PM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    Good info but as an aside, I would not like the company to have to rationalize selling alternate phones when the real reason is a (supposed or real) supply problem.
    9 Feb 2013, 07:31 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Deal Alert: AT&T Nokia Lumia 920 for only 1c http://shar.es/Ys6GY via @sharethis
    9 Feb 2013, 08:50 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    "Nokia declined to explain the Lumia shipping shortfall to China Mobile, but Chief Financial Officer Timo Ihamuotila acknowledged in a January conference call that his company was undergoing supply constraint issues.
     
    “We are now building more capacity as we speak to match the demand, and we would expect that at some point in not too distant future, we would be in a situation where we are no longer constrained,” said Ihamuotila.

     

    ---I wonder exactly what Timo means by building capacity? Does he mean allocating existing resources/factory lines? Or does he mean building more factories? If its the latter, then the constraints wont be resolved for another quarter.

     

    --- also wonder what he means not to distant future? Couple weeks? Months?

     

    I don't like his comments. Not being very forthcoming, just like Elop.
    He could have said "Nokia is currently ramping up 5 lines in X factory, these lines will come online over the course of the next X weeks. Once they are online and running at 100% capacity, we will be able to supply X million Lumia 920s per month.

     

    It's almost as if they have never ran a PUBLIC company.
    9 Feb 2013, 09:42 PM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    doggie: to me "supply constraint issue" means being supplied by components. Could it be that when he is saying "we are now building more capacity", that he is speaking about his component suppliers and not Nokia's direct manufacturing capacity? If it`s manufacturing, then there would actually be two sets of issues.
    10 Feb 2013, 07:53 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    I guess though that dooggie's point is that whatever the problem, it needs to be clearly articulated so investors can plan accordingly.

     

    I feel a bit like being in the best car in the race but being stuck in 1st gear :\
    10 Feb 2013, 12:11 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    OK,
    some good news. The Vietnam facility at Bac Ninh is done (walls ceiling, floors, power, etc). They are actively staffing the facility.

     

    It's my opinion that they are STILL building the lines. Typically large facilities like BN, ramp up a couple lines at a time. Thus, they can optimize any issues, before all the lines are optimized. Training the trainers, etc, can also be done in a similar manner. FYI, the BN facility is HUGE. At 10% tax rate and 4 yr country tax breaks, it will definitely allow Nokia to compete in the feature phone arena. Hopefully Nokia will be able to re-allocate its other facilities to manufacture Lumias/EOS/Catwalk/etc.

     

    IMO, Nokia should NOT try to manufacture a tablet. The units will be small. Hence outsource the build. Maybe to the same company that builds the Surface. NOTE: More volume means less cost for components. Also would be an easier path for a MSFT buyout :)
    10 Feb 2013, 10:22 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    @ doggie
    Mr Elop never has, he was an underling over at MSFT.
    9 Feb 2013, 11:59 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Looks like $NOK is again gaining mobile device market share worldwide http://bit.ly/14Mwj78 , thanks to Asha http://bit.ly/WDyZ4Q in Asia http://bit.ly/WRqcuA
    10 Feb 2013, 08:51 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    on http://bit.ly/11AhSVH
    Windows is last place at 1/2 of "Other" How is that good? The $NOK usage was #1 in the world until a couple weeks ago if you include Symbian
    10 Feb 2013, 09:46 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Yep, WP market share is small and flat, but Ashas are gaining, though ASP is of course much smaller.
    10 Feb 2013, 09:50 PM Reply Like
  • cenevz
    , contributor
    Comments (9) | Send Message
     
    One recc from my Chinese flatmate about relevant rankings of phones in China:

     

    http://bit.ly/12jCIDz
    http://bit.ly/V9PR2d

     

    Good to see Lumia 920 holding 3-rd place in one of the rankings.
    10 Feb 2013, 10:50 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    Nevertheless, Nokia "Should" be selling a lot more than the 90k orders that the one article mentioned. I still have to believe that that was for just one city, but then with so little 4G in China, it kind of makes sense. The more I think about it, the more sense it makes. I just came to that idea as I was typing this. WTH would the Chinese do with 920's anyway when they don't even have 3G. Ashas will RULE CHINA.
    10 Feb 2013, 11:23 PM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    OW: the L920 is 4G ready, does not mean you need to use 4G. 3G would be fine. They would be buying the L920 for its other features as 4G is not a major option to have on a phone today. I cannot understand why any1 would need 4G for a smartphone anyhow. But then Bill Gates couldn't imagine why anyone would need more than 16KB in a PC.
    11 Feb 2013, 09:31 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    Or more than 640K memory in a PC Charles.
    12 Feb 2013, 10:56 PM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    Some research from Nokia's India Production Facility

     

    The Factory in Sriperumbudur (Chennai), India is Nokia's largest production facility in the world. The factory has been expanding since 2006 with 11,300 employees manufacturing around 300,000 phones per day for domestic and international markets. It appears to be the case that the newer smartphones are not made in India. In the factory they make 40 different models where each come in 5-6 different varieties. There are 25 lines operating simultaneously in the factory where each line is capable of producing a new phone 2-4 seconds throughout the day. A production of around 162million phones per year assuming a new phone created every 4 seconds with monthly operation base on 25days. Again, the facility is mainly for feature phones and did not find signs of Lumia phones being made here.

     

    Chennai India production facility also manufactures for Nokia Siemens Network (NSN). It takes up about 37% workload of the production done in the facility. Products ranging from Multiradio and LTE product, GSM and LTE-ready 3G base stations, FlexiPacket radio/multiradio, Antenna System for Liquid Radio architecture.

     

    The India Nokia Factory has no signs of closing from my research.

     

    From Nokia's website:
    5. India - Chennai Established: 2006

     

    And the winner is...
    Not only is Nokia Chennai one of our biggest facilities, it’s also big on sustainability. In 2010 it received the Golden Peacock Award for its high standards of environment management. And it’s highly active in the community with projects ranging from a local library programme to village regeneration projects.

     

    *Addition. Foxconn builds most of of Nokia Phone base plates.
    10 Feb 2013, 11:57 PM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    Turtle: good stuff! Do you mind telling us how you came by this info by providing a link? Thanks!
    11 Feb 2013, 09:33 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    Maybe the Tax that India wants is on the software written outside India that makes the robots in India work. At least a portion of that plant has to be automated I would guess.
    11 Feb 2013, 02:25 AM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    Seppo made a great point a few days ago on how the local tax authorities in India were just making a claim. Just doing their daily routine to keep they're job going. It was a great assumption.

     

    I emailed Nokia personally last week and got a short response; " we follow all tax laws no matter where we conduct business, thank you for you continued support. best regards, Nokia corportation.
    11 Feb 2013, 02:31 AM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    Nokia lodges official protest against Chennai tax authorities.

     

    “As a company with operations around the globe, Nokia believes the actions of the Income-Tax authorities in Chennai are excessive, unacceptable and inconsistent with the Indian standards of fair play and governance. Specifically, in tax investigations like this, local standards would prohibit Government officials from entering the factory premises and Nokia IT systems without valid authorisation and questioning the individual employees for intolerably long periods of time, even after they have fully cooperated with the authorities,’’ Nokia said in a statement.

     

    Nokia said that it has not received any official information on the potential tax claims, and thus far has only seen wildly varying claims from anonymous officials via the media. “We do not see any merit in any of the claims, and are ready to defend ourselves vigorously,’’ the handset maker said. This is the first time that Nokia has come out in the open on the issue.

     

    http://bit.ly/VQyF4l
    12 Feb 2013, 04:52 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » It is important to note that since setting up the factory Nokia’s transfer pricing policy has been regularly scrutinised and validated by the Indian and Finnish tax authorities in the normal course of tax proceedings,’’ it said.
    12 Feb 2013, 07:20 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    " Libel, on the other hand, is the written "publication" of a defamatory remark that has the tendency to injure another's reputation or character. Libel also includes a publication on radio, audio or video. Even though this would be considered oral, or verbal, communication to someone it is actually considered to be libel because it is published in a transfixed form."

     

    "Damages

     

    In a libel action, unless the plaintiff is a public official or public figure, the plaintiff does not need to prove financial damages. The common law has made a policy determination that the publication of defamatory statements in a transmittable, affixed form that is capable of widespread and simple dissemination will certainly cause damage and therefore damage to one's reputation or character is enough for a court to impose damages."

     

    http://bit.ly/12crd5v :)
    12 Feb 2013, 02:58 PM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    Nice informative link about Libel and Slander Mr. Tomasello, spanks.
    Similar to "defamation of character" in the workplace. An employee or employer could face a hefty fine and immediate termination. Looking forward on how this will play out. Nokia is literally connecting people one way or the other :P
    12 Feb 2013, 07:43 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Well I'm pretty sure Nokia could show some pretty massive damages done by these unfounded claims.. I hope Nokia sics the lawyers on them :)
    12 Feb 2013, 08:01 PM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    It also states "Equally important, Nokia confirms that its position is that its transfer pricing policies are fully in accordance with the applicable legislation in India and Finland, including the bilateral tax treaty in force between the countries."

     

    So if these allegations had any verity whatsoever, the Finnish & Indian government could be at fault?
    12 Feb 2013, 07:28 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Nokia casually shows off a Lumia-like tablet http://bit.ly/Yat317
    12 Feb 2013, 02:01 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    "Nokia is rumoured to have a Windows tablet in the works, though it has also been rumoured that this project has been cancelled while Nokia focuses on their Lumia handsets."

     

    Lets hope it's the latter.
    12 Feb 2013, 03:00 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    That quote "...it has also been rumoured that this project has been cancelled while Nokia focuses on their Lumia handsets"... was the EXACT same quote that was used almost a year ago, when the same rumors Surfaced. At the time, Elop said the same thing, 'we at Nokia will continue to look at the space... clearly its an intriguing market'....

     

    A tablet from Nokia will not be a catalyst for the stock. If they do announce one, it will show that their R&D is alive and kicking.
    12 Feb 2013, 04:14 PM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    We are just the audience at the Nokia puppet show.
    12 Feb 2013, 04:21 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Nokia Siemens To Supply Mobile Network For Polish Railways
    http://fxn.ws/VT3MXG
    12 Feb 2013, 05:50 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    I would hate to see Nokia try to pop out a Tablet when they cannot meet their 920 orders yet. Maybe they have an idle factory that can't make 920s. MWC is going to be interesting.
    13 Feb 2013, 12:43 AM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    OW: I used to think the same as you. But if they would be using components that are plentiful, i.e. other than those snapdragon chips and super fancy touchscreens, I would love to see a tablet from Nokia. We need to get more Nokia products sold! Heck I don`t care if they bring back tires!
    13 Feb 2013, 02:19 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    As you may have seen my posts elsewhere, I have narrowed the "Supply Issues" down to the Ultra-Sensitive touchscreen. If their new products require a less sensitive screen, I can see them popping out product in the millions if they can get past that. I cannot see any other component that is so unique. Heck, even the camera lenses can be subbed out. The 620 without that is going to be huge in Q1 and more so in Q2.
    18 Feb 2013, 03:14 AM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    A bit of entertainment for team Nokia SA bag holders, enjoy :) http://seekingalpha.co...
    15 Feb 2013, 03:08 AM Reply Like
  • Charles Santerre
    , contributor
    Comments (1242) | Send Message
     
    turtle: isn`t bag holders a pejorative term for meaning those who are losing money with NOK? You turning on us?
    15 Feb 2013, 09:38 AM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    Used it with sincerity and not to belittle anyone Charles. I see myself as a bag holder because after exercising the 3,000 share ITM LEAPS with the experiment I'm conducting. I will have a total 10,000 shares by years end. So, I am a proud bag holder :)

     

    I can turn on everyone here for fun, but whats the point we have enough of those jokers. It wouldn't matter because I am Long and Calm NOK.
    17 Feb 2013, 11:25 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Solar-charging phone screens may be coming to a $NOK handset this autumn, upping battery life by 20% http://bit.ly/Xe10ga
    15 Feb 2013, 12:01 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Seppo, that's cool stuff. 20% more battery life? I'll take it.
    15 Feb 2013, 05:27 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    FYI,

     

    "The new Android 4.2.2 update for Nexus 4, 7, 10 fixes bugs and removes some secrets. There are reports that the change to the Nexus 4 baseband software seems to have completely disabled its partial, undocumented LTE support for the Nexus 4. The Nexus 4 has an LTE chip on it but does not officially work in the United States.
    Google has been running new ads and deals for its Nexus devices, however they are slow to ship. There have been many Nexus 4 SNAFUs in customer service and stock issues. See Nexus 4 tips.
    Features of the Android 4.2.2 update include:
    Ends random rebooting.
    New sounds alerts for wireless charging and battery alert. When the Nexus 4 is placed on Qi charger there is sound alert.
    Longer vibration for device notifications.
    Faster loading gallery app.
    App notifications shows progress bar of the percentage of download progress.
    Fixes Bluetooth audio stuttering bug."

     

    WOW! Now how does one spell fragmentation???

     

    Just think folks, this is only update 4.4.2 for 4,7 and 10!!! LMAO
    Surely those Nexus 5, 8 and 9 folks are going to be pissed :)
    15 Feb 2013, 06:32 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    I had heard there was a substantial amount of hand assembly involved in the "packed tight" assembly of the Lumia 920 but had no real way of knowing, but after this video (which suggest that there is an incredible amount of hand assembly required). Could it be that the limited capacity we've seen is more a manpower issue than a #-of-unit-lines issue? I don't know the answer (and make no excuses for Nokia) but you should watch this disassembly video it's worth the 30 minute run time ;-) http://bit.ly/15nGfVK
    17 Feb 2013, 04:43 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Agreed, I did not watch the video, but earlier skimmed through the service / build manual, and the complexity and number of delicate steps needed is impressive.
    http://bit.ly/12zqagf

     

    So, did Nokia fail to design a product so that it can be actually manufactured efficiently?
    17 Feb 2013, 07:03 PM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    Seppo2: can you compare the complexity with the iPhone 5 & Samsung`s flagship phone and give us your opinion? I would think the levels of complexity would be similar. I would not say Apple & Samsung`s engineers are geniuses and Nokia's are bumbling fools. They have been building phones for a long time, much longer than its two major competitors after all.
    17 Feb 2013, 08:39 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » @BTR Sorry, I do not have the answer, but you are asking the right question.
    17 Feb 2013, 08:49 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    I have seen firsthand how hard Vietnamese workers can work when motivated. Would you stand bent over at the waist from dawn to dusk planting rice? Could you fill 100 sandbags/hour?
    Could you carry a packfull of mortar rounds 300 miles through jungle, watch them fired off in 5 minutes, then go back for more?
    IMO the complexity of hand assembly is not the hangup. That can be solved by hiring. They don't need no stinking factory, they could build em in a hut. It's that %&%*@ touchscreen!
    18 Feb 2013, 03:31 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » $NOK Lumia 620 Launch Delayed by a month In India, Now Expected In First Week Of March http://bit.ly/Yt5UXK

     

    <sarcasm>Who cares about India anyways </sarcasm>
    18 Feb 2013, 09:15 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    We are aware the screens are in limited supply but rather than settle for one explanation we like to look for other issues to get a big picture, but in other news ;-)

     

    Microsoft and Nokia sign carrier billing agreement with the Global Carrier you probably never heard off http://shar.es/Y9Lkq via @sharethis
    18 Feb 2013, 10:28 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    Think I have the answer on the screens. Quote from http://seekingalpha.co.... Latest rumors say that Nokia wants to skip Samsung as a main component supplier. According to rumors they already started ordering Lumia screens from Sharp (SHCHF) instead of Samsung (SSNLF).
    Samsung had no motivation to supply screens to a competitor who was building a "Better Mousetrap" IMO Sharp should have some underutilized assembly lines since Apple has cut back orders.
    Hopefully this will be the end of that problem. There is no way that Mr Elop could influence Samsung, where Sharp might be more amenable, assuming they can make those Uber-screens.
    19 Feb 2013, 11:21 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Gizmodo: The Best Smartphone Camera is...Lumia 920 "You can not beat it" http://bit.ly/YiLYVx $NOK $AAPL $BBRY
    18 Feb 2013, 04:00 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Good stuff Seppo.
    *reposts*
    18 Feb 2013, 06:14 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Nokia sees big boost in customer satisfaction as Lumias replace Symbian handsets
    http://bit.ly/XgNUle
    18 Feb 2013, 04:02 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Gizmodo crowns the Nokia Lumia 920 as the best phone camera ahead of the iPhone 5, Samsung GS3 http://shar.es/YQ2Bn via @sharethis
    18 Feb 2013, 04:22 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    And wait the 'EOS makes the scene with the 41MP PureView camera :-P
    18 Feb 2013, 06:16 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » $NOK Barclays predicts 5M Lumias sold in Q1 http://bit.ly/VEdpiD
    19 Feb 2013, 07:26 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » $NOK Senior VP: $NOK forced to lower Lumia prices in India http://bit.ly/Yk1WP9
    19 Feb 2013, 07:33 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @Seppo,
    Please re-read the article. They're not being forced to lower pricing. My impression is they are forced to expand their Lumia portfolio on the low end (510 & 620) because those markets in africa, middle east are very price sensitive.

     

    Big difference in lowering prices AND offering a low end device.
    19 Feb 2013, 11:22 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » @Doggie I see what you mean. The article and answers are not clear, on one hand the price cuts are discussed and implied, but not explicitly confirmed by the VP. And then he discusses, as you point out and is well known, the expansion of Lumia line to cheaper models.

     

    But this looks like a statement about dropping prices of existing devices, not about introducing new models (emphasis mine):

     

    "...Nokia's senior vice president (India, Middle East & Africa) D Shivakumar says the company will _tweak_ the pricing of its Windows-based Lumia smartphones to make them affordable to consumers in the India, Middle East and Africa (IMEA) region...

     

    ...the rethink in pricing is in response to the fact that Lumia phones have been selling more in wealthier markets (including China)"

     

    Anyways, it is a bit obscure report.

     

    See also this article in Finnish Kauppalehti, making a claim of 'forced' price reductions in India (based on the above article):
    http://bit.ly/VFdWR9
    19 Feb 2013, 11:35 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @Seppo,
    these are the exact quotes from a Nokia employee...

     

    "You will see more traction as we plan to expand the Lumia range and make it more affordable...Worldwide, there are two different business models - one, where the handset is subsidised by the operator, and the other where a consumer buys the phone independently. Since it is the latter model in most IMEA markets, Nokia aims to have a range of value points for it to attract various types of customers," Nokia's senior vice president (India, Middle East & Africa) D Shivakumar told the newspaper."

     

    NOW, to spread complete BS, the author of the story then goes on record by going OFF the record, as follows...

     

    "Nokia will slash the prices of its Windows Phone 8 operating system based Lumia smartphones to make them affordable to the people of India, a senior executive of the company told a newspaper."

     

    NOTICE. As with the IT tax issue, its always an undisclosed employee that states something that's not able to be verified.

     

    Ask yourself this one question... If you were a senior executive of a LARGE international company, would you state your company is going to slash prices? What good does a comment like that do? It does absolutely nothing, except possibly hurt sales, as consumers might hold off purchasing and wait for said mythical occurrence.

     

    If I was Elop, I would interrogate Nokia's senior vice president (India, Middle East & Africa) D Shivakumar. Get the name of the exec that made those claims and FIRE his ars. Obviously, the info that the reporter got, was from someone in the room during the interviews. Or, more than likely the reporter is mistaken in his assertions.
    19 Feb 2013, 05:43 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    For those waiting for the $5 scenario (that I never took time to write about) it is "briefly" explained better by Mr. Najarian who thinks Nokia has more upside.

     

    Nokia’s Run Isn’t Over Yet, Says Najarian | Breakout - Yahoo! Finance http://yhoo.it/VED6iP via @YahooFinance
    19 Feb 2013, 09:13 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Canada's TELUS to release the $NOK Lumia 620 for $250 outright, launch imminent http://bit.ly/131ya9x
    19 Feb 2013, 10:09 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Should Nokia Adopt NVIDIA Tegra Processor For Its New Camera Technology With Chimera? http://shar.es/YBm7n via @sharethis
    19 Feb 2013, 10:38 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Nordea Upgrades Nokia ($NOK) to Strong Buy; Sees Break-Even in Mid-2013 http://bit.ly/Wub8Dd
    19 Feb 2013, 07:32 PM Reply Like
  • Krchy
    , contributor
    Comments (27) | Send Message
     
    @systemB added this as a stock talk last week (with no description, just a link). The price target is about $5.33 (4 Euro). There were two upgrades last week and $NOK dips slightly. Feels like Rodney Dangerfield.
    19 Feb 2013, 08:02 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    I don't mind a few upgrades, but if the Big Boys like GS and Citi upgrade it, I'll be looking to take some profits, and just leave my Freebie Long position.
    The Institutions that have that $5.00 rule are usually large retirement funds like CALPERS, IPERS etc.
    They have to avoid higher volatility stocks, but I wonder how their Apple positions are looking? Hope they had Stop Losses.
    19 Feb 2013, 11:31 PM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    No one addressing the elephant in the room at MWC? Where are the Verizon flagship devices EOS and Catwalk that "everyone" has been buzzing about lately?!
    25 Feb 2013, 12:38 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    I doubt they will announce low-mid-high end in one day, they will probably save some dry powder, show runs until March 28th. They've had a predictable open, (the app buzz today is also interesting). I suspect at least one more touchable/useable device "for Verizon" will emerge by or before March 28th.
    25 Feb 2013, 12:51 PM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    ewmpsi: thanks for that. I thought they would announce all their stuff in one day. I hope you`re right.
    25 Feb 2013, 05:24 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    They had their moment to announce what they were going to use this event to announce, it is not likely we'll see an official announcement about any additional product at MWC 2013. It now seems more likely that a separate announcement (made jointly with Verizon's) will be made about any Verizon's exclusive device (later date and time) and if there is anything else we may hear something further down the road (post launch of 720 / 520).

     

    Although I would have liked to see them use the buzz of the event to announce something exclusive for Verizon's (high end), if you don't have anything to demo, and talk price and date, there really isn't a point, so as always we will remain patient ;-) they are ready when they are ready.
    25 Feb 2013, 11:20 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    " I would have liked to see them use the buzz of the event to announce something exclusive for Verizon's (high end), if you don't have anything to demo, and talk price and date, there really isn't a point,"

     

    My sentiments exactly ewmpsi.

     

    To those new'ish to Nokia investing: We learned this lesson already during 2012 Mobile World Congress. Nokia got clubbed like baby seal because they had no dates and no prices .. they got it exactly right this time - A tight time-frame and prices.

     

    Good job Nokia!
    26 Feb 2013, 01:24 AM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    Im glad Nokia did not announced any high end phones today. It would've destroyed the 920's image. Elop and team sees the bigger picture on how to secure Nokia's future by capturing the feature market and help them transition to the low cost Lumia lines. Higher end phone should be save later in the year to create more buzz and not steal the spotlight off the Lumia 920, which is still considered the most innovative phone in the market.
    25 Feb 2013, 11:45 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    920 variant for Verizon's is what I'm looking for not a new "new" phone, that helps the 920 in the U.S for those that don't want to deal with ATT.
    25 Feb 2013, 11:56 PM Reply Like
  • turtledividend
    , contributor
    Comments (281) | Send Message
     
    It took AAPL some years to be released in the VZ market. Nokia has bigger fishes to fry globally other than persuading Verizon's 110 million mobile customers who has a strong affinity with AAPL and Samsung products. In due time it will be released to VZ. Capturing the lower end smartphone market is a bold move for Nokia alongside a strangle-hold on the feature market, again globally. LONG NOKIA are the words for the day.
    26 Feb 2013, 12:02 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    I do love the new phones and I do think it's the best global move and you can only concentrate on so many things at once and get it them right. They are positioned for growth globally, and the new numbers from Kantar suggest that's already happening for Windows Phone and the lion-share belongs to Nokia ;-)
    26 Feb 2013, 01:10 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Let me just reiterate: These two new Lumia's are being released on China Mobile, that's huge-sauce folks.
    26 Feb 2013, 01:28 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    I think we are at a bit of a tipping point here. There is no doubt that Nokia will announce at least one more high end phone before the end of MWC, but do not forget that here in the US we are at a political logjam that is murdering all stocks about equally. The Italian election results are being hard on the European markets, and the Chinese chose this time to announce reduced spending. I would think that any major announcement that is hoped to boost Nokia's SP is going to be underwhelming amid the din.
    For Nokia to make any serious inroads into the US Market, the Verizon phone is a must. Nokia has to be in more than just 1 Carrier here, and the 920 as released is exclusive to AT&T for 6 months from back to November or so.
    I assume that $NOK's next announcement figuring to have some effect will be on the order of announcing some tangible delivery number to quell the mini-riot over disappointing 920 supplies.
    Look for some joint Verizon/Nokia Press Conference after all this market destruction cools down, even if that means after MWC.
    All that being said, I am starting to get tired of all these "Buying Opportunities" in (NOK) and cannot understand Nokia's Board's patience with Mr. Elop's inability to get product to market. If I didn't see the whole market being trashed right now, I'd start to worry that we might have been sucked into the world's largest "Pump and Dump" scam perpetrated since oh say APPLE!
    26 Feb 2013, 01:36 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Notice how today there has been no additional drop in Helsinki, so Finns/Europeans are not panicking regarding NOK:
    http://bit.ly/YUSd46

     

    Volume is on the low side, and the price has stayed at the opening level.
    26 Feb 2013, 07:01 AM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    OldWarrior hit the right notes. And besides the highly competitive nature of this business there is the reality of trying to grow sales in a (pick one) slow growth,no growth, recessionary, or depressionary economic environment. Therefore frustrations aside I feel that a Nokia investment require some staying power and keeping a sharp eye for missteps that would be particularly hard to overcome in a difficult macro world.
    26 Feb 2013, 09:30 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @twogo,
    If Apple and Samsung can make tens of billions of dollars in a recessionary environment, so can Nokia.

     

    I don't buy into the fear mongering. The only thing I hear, is the US budget cuts, eeewww, scary huh? Its the media trying to stir up a frenzy so the trading houses can make churn money.

     

    Ask yourself this these questions:

     

    Compared to this time last year how many Lumia's were on the market? Off the top of my head there were 0 last year, about 10 this year.

     

    Compared to this time last year how many countries were the Lumia's sold in? Off the top of my head there were 0 last year, about 100 this year.

     

    Nokia's smartphone market share is going to explode AND will be in full force in the later half of CY13. There is nothing you or I can do about it. Its written in stone.

     

    Now as an investor, the only question is, when do I go all in on Nokia?
    26 Feb 2013, 11:19 AM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    Listen , I am very long Nokia and not going anywhere but my eyes are wide open. If the state of the world economies don't worry you then more power to you. The MSM ARE irrelevant fear mongerers that I ignore but there are plenty of serious sources that can lead one to have justifiable concerns. By U.S. budget cuts if you mean sequestration that would be on the bottom of my list as it is a political inconsequence in the scheme of things . We both want the same thing regarding Nokia and I remain optimistic. But in the near term I believe it is vulnerable to some strong external market forces,that's all.
    26 Feb 2013, 10:30 PM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    See : last line my previous comment.
    18 Mar 2013, 01:42 AM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    doggiecool: you`re talking about wp8 Lumias, right? Because wp7.x Lumias have been out since Nov 2011. But you make good points.
    26 Feb 2013, 12:01 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @BTR,
    sort of, I was referring to the release of WP7.5 (the Lumia 900 and on)

     

    p.s.
    looks like T-Mobile will be selling the L520 for ~$150 off contract.
    This will be sweet, as they have a pay as you go plan for $30/mo for unlimited data/messaging/100 talk minutes. It will save me over $360 per month. This in turn will FORCE Verizon/AT&T to start to look at pay as you go plans. Say good buy to subsidies. As we all know, consumers are very value conscious. Bodes very well for Nokia. Wonder how Apple will counter this trend? Will they FORCE Foxcon into recruiting infants to manufacture their phones? :)
    26 Feb 2013, 02:54 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @me,
    Oops meant $360 per year in savings :)
    27 Feb 2013, 01:02 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    Pretty much in agreement Doggie. While I am not buying into the fear mongering, apparently a lot of people are, so we could see even lower prices until the political BS clears up. I'm still looking to hold until 2014 likely. Longer than I often hold, but there should be some volatility between now and 2H 2013 at least.
    27 Feb 2013, 12:10 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @OW,
    Agree, I was hoping to release some shares in the later half of Cy13, looks like CY14 might suffice.

     

    Ps,
    If Nokia works out a deal with Siemens to IPO NSN, look for either msft or Lenovo to make a quick move on Nokia. Remember, prior to Elop nixing Symbian, msft inspected Nokia's books. Companies dont inspect other companies books, unless they plan on buying them. Just think, if you back out debt from cash, one could buy Nokia for $7 billion!!!!! Just think, liquidate NSN and Navteq for a few billion and a suitor can acquire the second largest phone manufacturer (plus 30,000 patents) for less than $5 billion. That's an insult to every Nokia investor. If Nokia languishes below $5 much longer, Elop should get fired and the entire BOD should be replaced. It's valuation is starting to get ridiculous. In fact I'm real close to acquiring another extremely larger position.
    27 Feb 2013, 01:15 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    "If Nokia works out a deal with Siemens to IPO NSN, look for either msft or Lenovo to make a quick move on Nokia"

     

    I concur, but will we get $10 P/S?
    27 Feb 2013, 02:46 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    As for looking at Nokia's books, remember that they were about to hand over $100 million. Before I would hand over a check like that, I would want to see more than their latest 6K as well. It's possible that they were considering buying $NOK, but Hardware, Mapping, NSN activities were well off $MSFT's core and comfort zone. You have to remember that (MSFT) has done nothing even remotely exciting in like 10 years, as their SP shows. Their CEO is about as risky as Neville Chamberlain. So far, all I have seen from $MSFT to $NOK has been developing the OS and building up the Apps. That is no small feat, but software is what $MSFT does. In order to put a Windows OS phone out there, no one but $MSFT could have written an entire OS within 3 years, nor have made it largely compatible with Office and other Win programs. It was win win for $MSFT once they knew Nokia was not lying about their viability the way Yahoo (I believe it was) got hit for 8 Billion on their recent purchase. For a company as ultra conservative as Microsoft is to even want to have a phone OS took a lot of soul searching at $MSFT I am certain. They have virtually no sense of imagination anymore IMO, they just want to play ultra safe.
    28 Feb 2013, 12:10 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @OW,
    also would like to point out that, when msft looked at Nokia's books, the for sale sign went up on NSN almost instantly (PE & others didn't bite). Operations were not good and thus the restructuring at NSN took place. Things are looking phenomenal at NSN. A spinoff or sale is almost a guarantee.

     

    As for msft's decision to develop a mobile OS. Its a no brainer to do so. The world of mobile computing is the future. Any corporation today, that has a large exposure to the PC landscape, whether it be hardware or software has already taken initiates to partake in its future/growth. Given that msft's meat and potatoes is the Windows OS, they absolutely have to be the largest mobile OS. Yes, you heard me correctly... the largest. Being the 3rd largest mobile OS wont pay their light bills. For Nokia it will, but for msft it wont. Fragmentation and build quality will cripple androids low to mid level phone market share (Samsung already acknowledges this via their soon to be released Tizen OS). Apples iOS will lose market share as long as it is a closed ecosystem. In fact, I believe Apple should allow other manufactures to use iOS. This would enable the OS to partake in ultra low price points, WITHOUT damaging Apples reputation. I was going to actually write a piece on this titled 'how to paint yourself out of a corner'.

     

    Dont be surprised to see WP8->WPX be the largest mobile OS, within the 3-4 year time frame.
    28 Feb 2013, 10:32 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    @doggie,

     

    I've been saying Apple should license iOS for a while. WHEN they do, it will seriously slow Windows Phone growth, but Apple's ego and hubris will work to our advantage here.
    It will likely be 3 years before Apple comes to grips with this reality, and by then we will all have cashed out of our Nokia positions happy men.
    28 Feb 2013, 08:29 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    New "news" on my L920...the good and the bad:
    http://seekingalpha.co...
    27 Feb 2013, 03:04 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Argus Nokia upgraded from "hold" to "buy" has a $6.00 target price on the stock. http://bit.ly/15Q7oB1
    27 Feb 2013, 09:35 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Nokia wants to build the Google of human behaviour
    http://bit.ly/Y1Fa1B
    27 Feb 2013, 09:37 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    According to Michael Halbherr, a key member of Nokia’s top executive team and arguably number two to CEO Stephen Elop, location-based human behaviour information is the new Google search results – instead of web pages, it’s “search results for the real world”.

     

    This is Nokia's plan. To make intelligent inferences, it needs lots of data: Really, Really Big Data. What certain kinds of people do at a given time, on a given day, in a particular place. And the system needs to scale. So Nokia is licensing its location-finding services to rival phone manufacturers in order to achieve this.

     

    Apple has its own. Android and non-Android manufacturers are reluctant to become dumb waiters as this valuable information is collected by Google. Fine, use our platform, Nokia says to them, and you can keep it and use it too. Google and Apple are not sharing their ‘behaviour platform’ quite as freely, if at all.

     

    In 2007 Nokia acquired US electronic navigation company Navteq for $8.1bn, and thus grabbed a profitable intellectual property licensing business. Early on, Nokia sold upgrades to its handset users for turn-by-turn driving navigation, but then Google offered this for free. Nokia touted downloadable global maps – and Google now offers this for free, too. It’s a competitive business.

     

    So how could Nokia realise some value from an asset that was becoming destroyed by commoditisation? By going horizontal. Halbherr sketches out a 3x3 grid for the HERE platform as it’s now called – there's no Nokia branding anywhere on the technology.

     

    In one corner is where Nokia keeps its "first and best" products. Everything else on the grid is licensed out; this includes things that were touted as Nokia-only unique mapping-based apps but will rapidly become platform features. CityLens is an example: it’s now another HERE platform API called Livesight.

     

    So the three tiers on the licensing grid are Nokia-only products, technology for Windows gear manufacturers, then things for all the other hardware companies.

     

    “We look at the world through the eyes of an OEM [original equipment manufacturer]. We work with OEMs like HTC and Samsung, because an OEM controls the business model for the device,” he said.

     

    The platform will be OS-neutral, and firms making an Android or Mozilla OS phone will be able to use the same features. And they’ll get the goodies that are Nokia’s exclusives today – such as vector maps and offline data: “There is a price for the data and a price for the SDK [software development kit]”, we're told.

     

    Amazon is an SDK licensee, so programmers writing apps for the Kindle range are actually using Nokia’s HERE maps – they just don’t know it. The rebranding means apps formerly known as Nokia Maps, Nokia Drive and Nokia Transit (Transport in the UK) become the shouty-named HERE suite (and the equally shouty HERE Maps, HERE Drive and HERE Transit).

     

    So a Nokia Lumia owner will get access to all the world’s offline maps, but an OEM gets just a country licence, Halbherr explained.
    27 Feb 2013, 09:50 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » @ewmpsi this is absolutely golden interview/article, whole new in-depth take to me at least. Thanks a lot!
    27 Feb 2013, 09:57 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    This is one of those data mining opportunities that don't make you money up front but give you access to UNLIMITED opportunities! This is not a reason to go out and buy Nokia, but it shows that the company is not just interested in playing catchup, but is invested in a brain-trust that wants to be a leader not a follower. Huawei and ZTE can undercut but can they deliver forward thinking that ends up being licensed tech, and proprietary tech? The Chinese will win the volume war everyone else will have to win the brain-trust war and Nokia is positioning itself well, now… if they can only EXECUTE ;-)
    27 Feb 2013, 10:08 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Barcelona, Spain - Nokia today announced that the Nokia Asha 305 won a GSMA Global Mobile Award for 'Best Feature Phone or Entry Level Phone' during Mobile World Congress 2013.
    http://bit.ly/V9hMAy
    27 Feb 2013, 09:53 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Nokia Siemens Networks wins TD-LTE Market Development Award #MWC13 http://bit.ly/Xb1Q0H

     

    Nokia Siemens Networks has won the GTI Market Development Award 2013, confirming its leadership in TD-LTE and contribution to a strong TD-LTE ecosystem. Nokia Siemens Networks' TD-LTE innovations allow operators to use their valuable spectrum more effectively, serve more customers profitably, and converge TD-LTE and FDD LTE to meet steep data demand.

     

    The GTI award, which was announced on February 26 at the GTI Night 2013, following the LTE TDD/FDD International Summit 2013, is further confirmation of Nokia Siemens Networks' commitment to commercializing and globalizing TD-LTE. The company is the first ever vendor to receive the TD-LTE Market Development Award for its work to support trials, customer projects and deployments. These include the first 4G/TD-LTE network in Latin America, the first TD-LTE network in Russia, and the first TD-LTE network in Saudi Arabia.

     

    The company's TD-LTE achievements include world record throughput speeds of 1.6 Gbps (gigabits per second) for TD-LTE. They have also demonstrated data traffic offloading between TD-LTE and FDD-LTE using the company's Single RAN Advanced Flexi Multiradio 10 Base Station and a commercially available dual-mode (FDD and TDD) end-user device to show the potential of LTE convergence.

     

    The GTI award program acknowledges the achievements and success of industry players in the TD-LTE ecosystem. The Market Development Award recognizes companies that make outstanding contributions to the promotion of TD-LTE for global markets.

     

    'We're excited to see the steps our industry is taking to advance TD-LTE and we're very proud of the work we're doing to drive innovation and promote a thriving TD-LTE ecosystem,' said Tero Peltola, head of the LTE business line, Nokia Siemens Networks. 'The vote of confidence from GTI confirms that we are on the right path.'

     

    Read more: http://bit.ly/Xis681
    27 Feb 2013, 12:07 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    OK I saw a couple things above to address. Doggie asked "When to go all in on Nokia?" My best guess would be that if you are not long already, take at least 1/3 of your intended position asap. Add another 1/3 on any dip below maybe 3.70 USD. Then I would wait until Nokia solves their "Supply issues" to finish the position. That is what I would do if I wasn't already all in as I am. You do what you think best, maybe half now and half after "S/I" is solved. Mostly depends on your risk tolerance. $NOK will be a bumpy ride so your "Day Trade" may have to be held 3 months to get to your exit price. My risk tolerance is pretty high, so I may even initiate a second level of positions after the "SI" solution.
    I am also looking at initiating a position in Verizon once they get the 920+ or EOS or 1000 or whatever they call it, assuming that $NOK can meet deliveries.
    Going to do a "Phase 1" eval of Verizon tonight or tomorrow'. This is where I evaluate the financial position of a company. I am going to start a Blog on my Eval process this week and post the link or have Charles send invites or whatever. (He offered to a while back on another Blog, I might get him interested here)
    As for adding more to $NOK, The product is there, but is it over engineered for the selling price? Can they build enough? What is going to happen with NSN?
    Lastly is the issue about targeted ads. If they use data mined from where people are at a given time. as gleaned from "HERE", they won't have to pay anyone like Google does for the case they recently lost concerning targeted ads based on Searches. They will have a whole new formula=new IP=maybe licensing it to others. that 8 billion that they spent on NAVTEQ might just be the bargain of the Decade, assuming they can monetize the location tracking. Just think, they can now track like 80% of the cars with an on-board OEM tracker. A position in no immediate threat.
    All of the above assumes that $NOK is able to build the masses of "Budget" and "Feature" phones that will be in demand. I assume that they will, based on the lower-tech level required (Vietnamese wages are among the lowest on earth). In 1995, the average annual salary was like $700 when several of my friends went back.
    (I hope to be able to open that door someday.)
    27 Feb 2013, 09:44 PM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    A Siri alternative for WP8 that OEMs are considering. http://tcrn.ch/140lFHn
    27 Feb 2013, 10:27 PM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    twogo: too bad it`s not for wp7.x as well. Looked promising.
    28 Feb 2013, 07:47 PM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    WP8 and WP9 compatibility http://bit.ly/XGirsW
    Ensuring your WP remains relevant should instill
    confidence in one's purchasing decision.
    28 Feb 2013, 09:27 PM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    twogo: that`s another question altogether. I don`t care about upgrade to w8 question anymore, it`s a fact of life like with Androids that don`t upgrade either. My disappointment lies in seeing cool new apps that bring added functionality that are not made compatible with wp7.8. I know it`s very similar but it`s different. That siri like app is cool and I don`t see where the hardware restricts it from working on wp7.8, but I`m not a programmer either.
    1 Mar 2013, 05:30 AM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    The lack of backward compatibility surely is a negative and one a growing app ecosystem should want to avoid.
    1 Mar 2013, 08:27 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @BTR,
    my company develops numerous WPX applications.
    All of those applications run on WP7X and WP8.
    However, one of those apps require the ability to listen and then bind on an incoming socket. Guess what? On WP7X, the OS doesn't support listen/bind on a socket. Thus, we have had to restrict certain features of that app for WP7X.

     

    I imagine that for some companies, restricting features is out of the question, thus they dont release a WP7X version.

     

    Also, many of the companies in the space are going after the low hanging fruit. They are allocating their resources to target growth areas (WP8) as opposed WP7X.

     

    FYI,
    98% of our code base, works on WP7X and WP8 without any code rewrite. It only requires a different build target.
    1 Mar 2013, 10:53 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    Thanks a ton for the background Doggie, you, unlike myself, are in the heart of the Industry, while I have to get most of my current data from my sons. One owns an IT company in Chicago, the other is a programmer, but doesn't like to talk shop much, he'd rather talk String Theory or how to overclock his latest toy. Back in the 80's as a hobby I had a business with a friend where we custom built computers for people. Back in those days, if you wanted a computer, you went to a store and pretty much had to buy what they had in stock. I provided the Capital, and did a lot of programming in Basica, but never had the time to really get the business going. My friend was a genius, but liked to drink too much for me to want to go into a full blown business with him. Along came Dell, and they could sell for cheaper than we could buy wholesale for. I had been doing what Dell did for 2-3 years before he Founded, but he had the time drive, and money that I didn't. I wish now that I had found a diff partner and met the right people. I was too involved in Medicine though, and loved it. I would still rather see patients than have Dell's headaches. Have to say I'm happier in my relative poverty than I believe him to be ATM. He needs a Hobby like Medicine LOL. Sadly, old Combat disabilities were more powerful than my love for my work. Now I load my w/c in my van and drive to the VA more than I do the Grocery store.
    2 Mar 2013, 06:29 PM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    Nokia working on water resistant phone. http://bit.ly/13uk9St
    1 Mar 2013, 02:49 PM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    Interesting article: "The Nokia Advantage: Accessories
    Nokia's Lumia ecosystem includes a surprisingly deep collection of hardware accessories"

     

    winsupersite.com/windo...
    5 Mar 2013, 08:52 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Rumor has it that Nokia China has sold 2M Lumias in the last 3 mos:
    http://seekingalpha.co...

     

    Great news for the global sales, if China alone brings in 2M, globally we are very likely to break 4.4M in Q1 by a nice margin.
    6 Mar 2013, 09:38 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    So, with in minutes of having this rumor be posted on the internet, Nokia comes out and states that the 2M in the photos don't mean 2 Million anything. WFT! SHAME ON NOKIA!!! Anything that is negative as it relates to Nokia's share price is not countered by Nokia. However, every that is positive as it relates to Nokia is immediately stomped on. Nokia needs to stomp on everything OR keep its FN mouth shut.

     

    How's the 'Elop is a MSFT trojan' story working out? Always trying to suppress the true value of Nokia, thus MSFT can acquire Nokia for a special sweetheart price
    6 Mar 2013, 11:20 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    The worlds largest holiday shopping season just finished in China and the entire world read from a blogger that Nokia only managed to ship 90K lumia 920's to China (about 2 days worth of production).

     

    ELOP AND NOKIA JUST SAT THERE WITH THEIR HEAD UP THEIR END. THEY DIDN'T CONFIRM NOR DENY THE VALIDITY OF THE STORY.

     

    ASK YOURSELF WHY?

     

    ANSWER. ELOP/NOKIA IS NOT SHARE HOLDER FRIENDLY.
    6 Mar 2013, 11:24 AM Reply Like
  • ylseekingalpha
    , contributor
    Comments (107) | Send Message
     
    I think your questions make sense. It alerts NOK shareholders. As Elop's first contract with Nokia is reaching to its end, what is in his mind now? Has he already planned something else? How about going back to MSFT like a hero? Is Elop a part of the team manipulating NOK stock? The question is not that whether above questions are true or not. The question is that why shareholders are asking those questions.
    6 Mar 2013, 12:01 PM Reply Like
  • ylseekingalpha
    , contributor
    Comments (107) | Send Message
     
    According to the news, 2 millions Nokia wp8 phones were activated not sold. This number includes likely the demonstration sets and those owned by Nokia staffs and some China Mobile staffs. However, we could estimate conservatively that at least 1 million Lumias were sold in China.
    6 Mar 2013, 12:34 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » @yl Nokia China is now disputing this news. So go figure. For latest details, please see the Stocktalk thread I link to above.
    6 Mar 2013, 12:51 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Great $NOK news!!!! Updated forward looking statement says 10% or more non-IFRS operating margin for Q1, up from previous est of -2%!!!!

     

    D&S net sales growing faster than market.

     

    Press release http://bit.ly/ZiuIRt

     

    Earlier outlook http://bit.ly/10B4ryJ
    7 Mar 2013, 09:55 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Great find Seppo. ... This is a nice catalyst I didn't see coming.
    7 Mar 2013, 11:39 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Luke, I misread the original press release. The 10% margin is a long-term goal, not specifically for Q1. But still a good update. Sorry about the mistake.
    7 Mar 2013, 11:48 AM Reply Like
  • Krchy
    , contributor
    Comments (27) | Send Message
     
    Just dropping my persistent cynicism for a moment, this has to be a harbinger of good things coming. NOK has been consistently low key about its announcements of good news, so I think that this probably means that they have exceeded their own expectations for Q1 to be able to predict even better results farther down the road. I'm always cautiously optimistic, but I can't see how this can be anything other than particularly good news, especially since they are including NSN in the positive outlook.
    7 Mar 2013, 12:40 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Thanks Krchy, You might be on to something.
    Personally I hope they got some good news out of China.
    I find it interesting that this update follows a day or two after we heard a rumor that 2 million lumias were sold in China.
    Kinda makes ya go hmm...
    7 Mar 2013, 07:29 PM Reply Like
  • Krchy
    , contributor
    Comments (27) | Send Message
     
    They (eventually) won some litigation last year related to supposedly making overly optimistic pronouncements about their results, so I don't think they will be too cavalier about these kinds of changes to earnings forecasts.

     

    I tried to skim the 288 page document, but didn't find anything more specific to Q1. Unfortunately I have a job and a boss ...
    7 Mar 2013, 07:50 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » In Q4, 96% of all new mobile threat families and variants were targeting Android. iOS, BB, and WP had 0 new attack families targeting them, p8:
    http://bit.ly/W971h2
    7 Mar 2013, 07:59 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    FYI,
    inside info from Verizon (ala CNET)....

     

    "According to our forum poster who allegedly works for Verizon, the phone will come in numerous colors including white, black, cyan, and red and will feature 16GB internal storage + Micro SD expansion (though Tom Warren at the Verge disputes this, noting it has 32GB of storage and no expansion). Indeed, he shared with our forum some interesting insight about the process:

     

    "Verizon's going to steer away from Android advertising until the S4 and whatever Moto launches in June. Spring is time for change, and the Z10 and the Windows Phones will be leading the pack.

     

    You would not believe the conversations about Windows Phones that the financial departments are having. They're about $100 cheaper to Verizon than Android phones, and about $150 cheaper than iPhones. This benefit will trickle down soon.

     

    I attended a meeting where the head of finance for a whole region specifically told us to make sure there was a specific reason a customer was NOT getting a Windows Phone. For example, if someone just browses the web and emails, they want that person in a Windows Phone. The phones are just cheaper to the company. Less subsidy and less tech support costs."

     

    Regarding potential pricing:

     

    "It will probably be $550 off contract. On contract price will be $200 unless Nokia works a deal. Verizon never gives away the farm because phone pricing has never hurt them. I don't think the S3 has ever been less than $200.

     

    That said, I'm pretty amazed at how long the 822's been free, so maybe it will come out swinging.""
    12 Mar 2013, 02:18 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Thanks, great info.
    12 Mar 2013, 02:46 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Finally!
    Sheesh, I've been waiting forever for this phone.
    12 Mar 2013, 03:04 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    Me as well, Long Verizon, Nokia
    13 Mar 2013, 09:19 PM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    Interesting angle on the vagaries of why people pick certain phones. One thing is certain, restriction of access to social
    networks is a big no no whoever's fault it may be.
    http://cnet.co/Yawibg
    13 Mar 2013, 09:55 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Good link twogo.. interesting how one kid likes the phone and the other didn't because it didn't have instagram.
    13 Mar 2013, 11:44 PM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    Now we can see why Nokia is openly campaigning for Instagram.
    It is not an insignificant issue and they know it. I suspect it is even more important in certain markets. More often than not its the so called small things that matter. And a few small things become large in a hurry. You've got to tick all the boxes. In this short attention span world first impressions are so important. I mean people abandon a web site if it takes more than a few seconds to load. But getting back to phone choice, I mean that is the crux of investing in this sector: it is sooooo competitive and fickle that it is hard if not impossible to see far ahead. But like the kid who had early misgivings , in the end he wouldn't leave home without it and that continues to be my investment stance on Nokia ...at least for the next few seconds:)
    14 Mar 2013, 12:55 AM Reply Like
  • twogo
    , contributor
    Comments (99) | Send Message
     
    Facebook and WP with special mention to Nokia. I don't understand it but it is on topic of social networks on mobile. http://bit.ly/Wr4XRr
    14 Mar 2013, 09:13 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Yes, this is how cloud and HTML 5 are going to change things going forward, perhaps you want to have your home screen and its familiarity follow you over the web? Pull up your cloud hub in any HTML5 browser on any device and there it is. This could eventually be the entire OS, and/or any applications. This means apps and even OSs (to some degree) can be experienced across all platforms while remaining independent of the platform.

     

    This is why I don't believe MSFTs fate is sealed by declining PC sales nor do I feel AAPL has an advantage because iOS is exclusive to its platforms (maybe you like the iPhone but not iMac's), GOOG and AMZN get this, NOK is set to deliver a Nokia experience across platforms and a partnership with MSFT helps them at some point deliver it to the place where it is the most lucrative, the living room (especially true in the U.S.). Set-top boxes that deliver content (and yes that also means “smart” T.V.s for you Apple and Samsung folks) that have licensed content, original programming, cloud access and “big data” usage. This is where the wide margins and large revenues are, starting with a 10” display and accelerating at +40” displays. Don’t’ get me wrong, there is a fight to get eye-balls on the little screen “smartphones and tablets” but the war is to get those eyeballs to stay with your services as they head home to the living room where they tend to spend more money on content.
    14 Mar 2013, 09:59 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    @ewmpsi
    Certainly Firefox has been pushing it's tool to link all your browsers home page/bookmarks/etc. They claim it's OS independent.
    14 Mar 2013, 11:12 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    After seeing the new Galaxy S4, I am largely unimpressed. Can anyone see where it is superior to the 920 except that, being a bit newer, might have a (hardly noticeable) speed increase? Certainly the Camera is inferior. In what way other than a slightly newer processor is it better?
    I believe it to be a bit better than the i5, but I'm seeing $AAPL go up on expectations that Apple will soon release the i5S
    15 Mar 2013, 07:26 PM Reply Like
  • hunter012
    , contributor
    Comments (258) | Send Message
     
    S4 has a much bigger screen 5" even though it is physically smaller and much thinner (0.31" vs 0.42" on 920). It also weights 130G vs 185G for 920. When the ordinary consumer picks up both he will prefer the bigger screen (but smaller phone) that is lighter. This is just fact. And don't say the S4 screen is too big because the S4 phone is smaller than the 920!
    25 Mar 2013, 09:52 AM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    OW: I just read a review of the S4 on CNet. Apparently they now have a super sensitive screen. I hope Nokia's lawyers are getting ready to sue Samsung into the stoneage.... if it is appropriate of course.

     

    I do wish I could get a Lumia with a 5 in screen though. Then I wouldn`t desire a tablet.
    15 Mar 2013, 09:07 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    That would sure interest me as well. I wouldn't even need it to be on a phone plan if I could connect it to my home network. Being disabled, I don't get out much.
    15 Mar 2013, 09:26 PM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    Very interesting mobile phone tech from Asha 301 hopefully filtering to Lumias re self portraits:

     

    "Exploring the camera features on the Nokia 301":
    http://nokia.ly/ZeSh02

     

    BTW, my Lumia 800 tells me I have an update waiting for me. I already have 7.8 so I wonder what it is.
    16 Mar 2013, 09:29 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    >> "BTW, my Lumia 800 tells me I have an update waiting for me. I already have 7.8 so I wonder what it is."

     

    QNX? ;-O
    17 Mar 2013, 03:00 AM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    Got the update but can`t figure out so far what the diffs are. No differences in settings options.
    17 Mar 2013, 06:47 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    It would be nice if they gave a "log" file of changes with those updates ;-)
    17 Mar 2013, 04:40 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    @BTR2RSK
    Considering all of the security patches MSFT put out last week for Windows Desktops/laptops, that might have just been a security or function patch. They put out a patch for IE9 and at the same time-Upgraded everyone to IE10. Very strange.
    18 Mar 2013, 11:56 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Bummer, Nokia's Vietnam factory has been delayed to the second half of 2013. See page 56 of the recent 20F:
    http://seekingalpha.co...
    19 Mar 2013, 02:44 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Elop interview in Finland: Lumia price points can go "quite a bit lower". Watch the interview here: http://bit.ly/102BsV9
    21 Mar 2013, 12:47 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » It looks to me that compared to Nokia, Blackberry is currently making more marketing effort in launching Z10. I for one have seen several Z10 banner ads, whereas Lumia ads are very rare online. There was the Superbowl ad, Alicia Keys blitz, etc

     

    Now, assuming that the above is correct, my point is that it looks like that even with much more marketing than Nokia, Blackberry is having difficulties getting traction (within real people, i.e. excluding hard core fans) in the US.

     

    Anyways, with the above, perhaps Nokia's marketing is intentionally not marketing Lumias, since they have realized that you can not create desirability via direct marketing. That is, Nokia does not want to waste marketing dollars at this point, since people will not listen no matter what. Instead they just launch great products on all price points, let fans and alpha tech adopters start using them, and start building awareness that way. Then at a bit later point, when more people have heard about or seen products in friends' etc hands, a good marketing campaign can build the sales to new levels.

     

    Remember Nokia is in general clearly planning for the long haul, e.g. adopting WP instead of Android, HERE, IP portfolio, etc. Since Nokia is not anymore on the brink of bankruptcy they can afford this longer term savvy marketing strategy.
    24 Mar 2013, 10:42 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » I just remembered how Elop has several times mentioned focusing on getting phones to people's hands, and using social media for marketing. Perhaps supporting my thinking above.
    24 Mar 2013, 10:44 AM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    Seppo: I was just going to write after reading your first post that I think NOK has realized that for much less dollars needed to market on TV regionally or nationally, that they can hire a small army of pr bloggers that can generate somewhat the same or more amount of buzz worldwide in today`s connected world.

     

    However, I still am envious of the Z10 being available on all Canadian carriers, right after launch, and advertizing before the movie my wife and I went to see last night. I feel sometimes as if I am alone sporting a Lumia in my small 100k town, which is probably not far from the truth.

     

    It`s sad to realize that for Nokia, Canada is very low on the priority list, more so when the CEO comes from here. I am anxious to see those Q1 numbers.
    24 Mar 2013, 02:52 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @BTR,
    blame the loneliness on ELOP & the BODS & nokias marketing department. Somehow they think that restricting the consumer base to 20% of what they could sell into, is a GREAT thing. STOP THE MADNESS! STOP THE EXCLUSIVES!
    Tell me that isn't text book BRAINDEAD.

     

    FIRE ELOP, BODs and the entire marketing department.
    24 Mar 2013, 10:59 PM Reply Like
  • User 8474661
    , contributor
    Comments (39) | Send Message
     
    MS spends a huge amount of money pushing WP8, this helps Nokia a lot.
    Each ad buck spent for WP subsidies Nokia by 70 cent.
    27 Mar 2013, 01:25 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @User,
    can you show me a single MSFT commercial that hilites the Wireless charging, Glove sensitive screen and offline maps of the Lumia?
    thanks
    27 Mar 2013, 11:17 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    @Doggie
    And whoever is in charge of market Research and Inventory as well!!!
    27 Mar 2013, 11:14 PM Reply Like
  • Urban Jaekle
    , contributor
    Comments (44) | Send Message
     
    Sorry, I posted it first in the wrong place (at NSN, Here etc.)
    How many Lumia WP8 devices sold in Q1 2013? In Q4 2012 it were 4,4 Mio Lumias + 2,2 Mio Symbians and Nokia was profitable in this section. So lets check what to estimate this quarter.
    Therefore I made a rough estimation based on AdDuplex Statistics: http://bit.ly/10L8LyD

     

    Lets start with a summary of all WP7-devices:

     

    Q4 2011 = 1 Mio WP 7 Devices
    http://bit.ly/10bk0fS
    Q1 2012 = 3,3 Mio
    http://bit.ly/10L8nA6
    Q2 2012 = 4 Mio
    http://tnw.co/10bk0fU
    Q3 2012 = 2,9 Mio
    http://bit.ly/10L8nAa

     

    Q4 2012 = 2,5 mio WP7? (Total: 4,4 mio Lumias, but how many WP7 and how many WP8???)

     

    Q1 2013, so far, until March 4th 2013 (that is the date of the latest AdDuplex Statistics) 1 Mio WP7?

     

    Total:
    =14,7 Millionen WP 7 Smartphones = 51% of total Windows Phones
    This means that 22% Lumia WP8 phones are 6,34 Mio

     

    If we assume that from this number 1,9 Mio were sold in Q4-12- this leaves 4,4 Mio for this quarter until March 4th.

     

    Until end of March this would be easily more than 5 Mio Lumia WP8. Together with the WP7 phones (+ some Symbians, unimportant) Nokia would top the last quarter while Elop has warned about "a seasonally weak quarter". So there could be a positive surprise ahead!
    Some questions remain: 1) How many Lumia WP8 phones in Q4 2012?
    2) What do analysts expect from this quarter about Lumia Sales?
    (I read 5 Mio above: Is this optimistic?)
    3) How accurate are AdDuplex numbers?
    26 Mar 2013, 03:37 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @urban,
    I would take last quarters AdDuplex numbers and correlate them to what the actual numbers were. Obviously they were wrong for last quarter. Then take that 'Ooops' factor and apply them to this quarters AdDuplex numbers.

     

    fyi,
    I believe that Nokia should have sold at least 6.4 million Lumias for Q1. Anything less than 5.9 million is a failure.
    26 Mar 2013, 05:20 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    IMO Anything less than 8M Lumias would disappoint me. Considering that they added China/India and all.
    27 Mar 2013, 11:17 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @OW,
    I could see them doing 8m...but then again, I saw them doing 8m last quarter.

     

    I'm trying to set the bar REALLY low, cause if they miss those numbers... I'll probably set up a FireElopAtFacebook page.
    28 Mar 2013, 10:57 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    @Doggie
    Anywhere but Facebook and I would be there. Maybe a Twitter account?
    28 Mar 2013, 09:25 PM Reply Like
  • Urban Jaekle
    , contributor
    Comments (44) | Send Message
     
    OldWarrier: 8 mio would be a dream $$$. But from AdDuplex I can see only 4 Mio to 6 Mio, depending on how many WP8s they sold in Q4 2012! Anybody has an idea how many???
    29 Mar 2013, 09:58 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @Urban,
    recent headline "Microsoft outsold Apple in these countries"

     

    Why doesn't Nokia talk to their share holders about sales? Why is it always discussed as rumors, innuendo and miscellaneous AdDuplex dissertations? Why is MSFT talking about Nokia sales, instead of Nokia?

     

    pathetic
    29 Mar 2013, 10:50 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    When your hand is up "Kermits" skirt, he talks when you tell him ;-) MSFT = Jim Henson :-)
    29 Mar 2013, 03:19 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    Actually, there are certain laws in different countries about what can be said by the selling company; but this is beyond ridiculous. If a supplier still cannot meet demand, why not tell the world who it is and embarrass them into cranking up. Even the threat of going public would scare many companies as it could have serious stock price implications. Fact is, IMO Nokia has the parts, but just fired too many people to assemble them.
    30 Mar 2013, 12:14 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » WP worldwide market share has grown 15% from 1.07% to 1.23% in the last 8 weeks http://bit.ly/14EoW4b

     

    $NOK already has larger market share in North America than $BBRY http://bit.ly/168ubVQ

     

    Asha alone close to BB OSs in market share in NA http://bit.ly/10b5vLB

     

    And, Nokia's market share in Asia and Europe is still growing:
    http://bit.ly/10b7uzG
    http://bit.ly/14EpR4N

     

    All Statcounter data seems consistent, the Nokia ship has turned in March 2013!
    30 Mar 2013, 02:03 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (8592) | Send Message
     
    Seppo, 1.23% is terrible. It means non-existent. Non-existent means no mindshare as marketing driver. You can see how the most important consumer electronics sales season has been completely missed by Nokia due to the late launch and supply issues, maybe even demand issues. Nokia's U.S. market share actually fell from W46 2012 until W13 2013. In Asia, from W1 2013 until W13 2013 it practically stagnated whereas Samsung rose a little, the same goes for Europe. From Statcounter alone, I cannot see at all how the ship has changed course at all.

     

    These figures make me feel more than uneasy...
    30 Mar 2013, 02:28 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » I see the glass half full, the market share is not dropping anymore. To see just the most recent development, I intentionally focused on just the recent 8 weeks or so. To me it looks like we are the bottom now, showing slight upward trend in Asia and Europe, whether that will actually turn to good growth or stagnate, is anyone's guess...

     

    And yes, the Worldwide WP market share is still very small at 1.23%.

     

    Oh, keep in mind that flat market share means that absolute sales volumes are growing at the growth rate of the whole market. Which in itself is already good for Nokia.
    30 Mar 2013, 02:44 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (8592) | Send Message
     
    I would have thought that especially the Lumia 620, which I see used a quite a bit, would have done quite some market share lifting in Europe. But looking at relevant online dealers in Sweden, Germany and the UK, it's clearly Samsung that's going from strength to strength.

     

    I commented it in October already: if Nokia misses the #1 season for gadget sales, they're in for trouble. Most skiing and Christmas images and videos I have received were done on new Androids and iPhones. A grand free marketing chance was squandered. I mean, for such a critical sales season, even Stephen Elop along with the cleaning ladies should have toted tools and assembled a few Lumias after work.
    30 Mar 2013, 02:50 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    I agree Systembolaget, that they missed a huge chance. Outselling Blackberry isn't hard, as they have not released the Z10 in very many countries, including the US. That said, I didn't buy $NOK for a 3 week turnover, I am concerned right now about the NSN issue, followed by how well Verizon is supplied with Nokia 928's, and how they advertise/push it out the door. My expectation is that if they cannot supply Verizon, then their "Supply Issues" are self-inflicted, and I'll take my losses and run, regardless of SP. I had high hopes for Nokia, as they benefited from money leaving Apple. I still show a paper profit from buying dips as it went up, and selling some profitable positions; but if it fails to break 3.5-3.7 by Q2 end. it's going to be bombarded by releases by Apple, the Z10, and even HTC.
    30 Mar 2013, 08:04 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » In just one day "Lumia 520 on pre-order becomes Best Seller phone at India's major retailer Flipkart":
    http://bit.ly/124qq3h

     

    This retailer is apparently #1 online retailer in India. And has Alexa rank #209, so it does get substantial traffic.

     

    Currently L520 is at #2 spot, and L620 is at #4 and #7.
    31 Mar 2013, 12:43 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Let's hope this is sustained, and not just an quick initial peak. Having L620s on the list implies sustained demand...
    31 Mar 2013, 12:44 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    I still want to see "Pre-Order" translated into "Delivered"
    31 Mar 2013, 07:30 PM Reply Like
  • BTR2RSK
    , contributor
    Comments (224) | Send Message
     
    Does anyone know if the 928 we can now read about for Verizon with an OLED screen mean it will not be the super sensitive hard to supply screen that is in the 920?
    7 Apr 2013, 08:30 AM Reply Like
  • Transcend Asset
    , contributor
    Comments (1620) | Send Message
     
    I hope this gets put on tv in North America:
    http://bit.ly/16IJVRO

     

    Saw it mentioned the other day, now it's no ValueWalk. Need it to be on tv to drive more interest in Nokia =)
    8 Apr 2013, 02:57 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (8592) | Send Message
     
    Yes! That surely is going to be a major stock catalyst. It will convince people to leave their Android and iOS app world behind and go to their nearest dealer to try out and subsequently adopt WP8.

     

    How I wish in my bubble of delusion if advertising and other marketing measures would exist that communicate what great things WP8 actually can do for people in everyday situations, private or business. But that is probably too much to ask for these days.

     

    The question puzzling most potential users seems to be: will it blend?
    8 Apr 2013, 03:14 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Sky, if you liked that, you will love this :)
    http://bit.ly/10N97DQ
    8 Apr 2013, 07:26 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    Saw my first ever dedicated Nokia Lumia 920 advertisement on TV today. They emphasized the Camera of course. I wish they had also done something with showing it using "Office" or some Windows advantage.

     

    (Off Topic)
    I added a little to my instablog for those interested.
    http://bit.ly/ZMgnfB
    Plan on going into far deeper detail in the next week. If anyone has a stock they want analyzed, post it there and I will try to post my analysis on 1 or 2. By actually doing that, it will help me organize my thought process so I can add what I do to the blog. I have been so obsessed with Nokia that I haven't looked at much else lately.
    10 Apr 2013, 01:20 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    I have been thinking, What if Nokia produced a Mini Tablet using Firefox's new OS? That would fall outside $MSFT's control of their production wouldn't it? I have been hearing some good things about the FF OS. Among them the SA Article
    http://seekingalpha.co...
    Being true Open Source, App developers might jump all over it with the hope of making some money from their Apps.
    10 Apr 2013, 01:28 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    OW,
    app developers go after Money.

     

    Thus, they target market share leading devices... Android, iOS and then WPX.

     

    Magically, all 3 mentioned ecosystems cost $100 annually to develop and publish apps. Magically, as lightening strikes again, all three 'Stores' take 1/3 of all sales.

     

    This is the text book definition of collusion.

     

    Firefox OS would be an instant hit, if they allowed developers to sell their apps from their own website. But we know that will never happen.
    10 Apr 2013, 02:04 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    >> "What if Nokia produced a Mini Tablet using Firefox's new OS? "

     

    Personally, I think it would be a bad idea.
    One of the benefits of the current NOK/MSFT situation is that of a united front.

     

    It is this belief or united front that inspires confidence in Nokia's products. If Nokia were to publicly acknowledge 'no confidence' in the MSFT platform, both platforms would be hurt.

     

    Now this not to say it can never happen, but in these early days as the sprout is just breaking the surface, Nokia needs to stay focused and show unwavering confidence in the MSFT platform.
    10 Apr 2013, 01:54 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    This is what we were talking about over a year ago, this is where ALL of the OSs are heading, making a unification across all platforms, toss in cloud and all of a sudden, hoarding apps on 1 or 2 platforms becomes irrelevant and non-synergistic. If Nokia had aimed for Android and it's fragmentation it would have missed what's coming next, watch the numbers for Skype, Outlook.com, Office365 and Azure they are growing at an impressive rate. All in the cloud and soon to be accessible (for a fee) to all platforms:

     

    At long last, Microsoft has an Apple-beating vision http://cnnmon.ie/XsC3kq

     

    CNNmoney:

     

    "In November 2012, CEO Steve Ballmer proclaimed that Microsoft (MSFT, Fortune 500) is no longer just a software company that licensed its operating system to PC makers to use as they pleased. Instead, Microsoft is now a devices and services company that develops its own end-to-end experience for consumers. Ballmer said Microsoft wants to maintain firm control over how its products are used.

     

    Microsoft provided the first glimpse of how that plan might come together two weeks ago, when it unveiled its new strategy codenamed "Blue." The company promises to roll out more frequent and more incremental updates of Windows, Windows Phone, Office and Xbox software. More than that, those updates will be coordinated across Microsoft's multiple platforms, to get all customers' "devices, apps and services working together."

     

    Instead of a mishmash of systems out there using outdated Microsoft software with glaring compatibility issues, "Blue" could ensure that Microsoft's own products evolve at the same rate as the rest of the tech world.

     

    If this is starting to sounds a lot like how Apple (AAPL, Fortune 500) and Google (GOOG, Fortune 500) do business, that's intentional.

     

    But Microsoft's plan may be even better than anything Apple or Google currently have to offer. If -- and it's still a lofty if -- there's a shred of validity to rumors that Microsoft will merge the Windows and Windows Phone platforms, "Blue" could end up being a huge deal. Dissolving the barrier between mobile and desktop would be nothing short of impressive.

     

    That would mean the main difference between Microsoft's products would be the size of the hardware they run on. It's the post-PC concept at its ideal peak.

     

    As the rest of the tech world tries to merge desktop and mobile computing, Microsoft is in a favorable position to get there first. A single, unified Windows experience across PCs, tablets and smartphones could make Blue a world beater -- even if Microsoft isn't remotely controlling the mobile market at the moment. "

     

    ****

     

    Also of note:

     

    Microsoft News | Intel Discusses Next Gen Atom Processors That Will Power Windows 8 Tablets This Holiday Season http://bit.ly/ZF6jfx

     

    Microsoft News | Microsoft To Monetize Free Xbox Music Streaming Through Audio Ads From TargetSpot http://bit.ly/ZhswKG
    10 Apr 2013, 02:45 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9028) | Send Message
     
    Great post ewmpsi and yes, Microsoft has plan and Nokia would be foolish to upset the apple cart at this stage of the game.

     

    Interestingly, Microsoft had the luxury to watch "how it's done", and "what not to do" (both Apple.)
    Now it's all about execution.
    10 Apr 2013, 06:44 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    Yeah, kind of like how it all got started in the first place, I believe it had something to do with a mouse and point-and click ;-) History repeats itself (self-fulfillment or destiny, your choice). Next up, the browser wars all over again, this time in the cloud with HTML5, somebody should go retro and bring back Netscape ;-)
    10 Apr 2013, 08:27 PM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    fyi,
    from WS Journal...

     

    "- No advertisements could be found for hardware-related jobs in the Windows Phone division, “an interesting result if Microsoft had chosen to develop a branded phone,” Griffin wrote."

     

    so, I guess all those rumors about msft creating their own phone were 100% wrong. UNLESS of course, msft's phone is Nokia's line of Lumia's.
    10 Apr 2013, 02:18 PM Reply Like
  • ewmpsi
    , contributor
    Comments (1527) | Send Message
     
    @doggiecool

     

    You are spot on, they've got Nokia, they (MSFT) don't need to make the phone, the Surface tablet was needed because they could not get the incompetent and narrow minded PC OEMs to make tablets. If you go back a couple of years and do some digging, you'll see that most of them said, "...see no demand for touch", "...net books are a better market", ...BS...BS...BS :-\ Nokia should get a sweet spot entry into tablets later on (hope it’s Win8Pro) and with the Windows Blue coming later this year, you'll bet 1080p screen support and possibly 1OS for phone tablet and desktop.

     

    And perhaps, they may provide services in the living room:
    Microsoft News | Microsoft's Xbox vNext To Integrate With Existing TV Cable http://bit.ly/16RAAoY
    10 Apr 2013, 08:21 PM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Both Nokia's mobile device and Lumia sales volumes are actually doing not that bad, and extremely well, respectively:

     

    Smartphones: @Zhang made an excellent point that Apple's iPhone volumes dropped 22% QoQ going from CY Q4/2012 to Q1/2013. While at the same time Nokia's Lumia volumes went _up_ 27%. Thus Lumias made a very strong showing, beating the seasonal and industry trend by not only by 27% but by give or take 1.27/0.78 = 63% !!
    http://seekingalpha.co...

     

    Mobile devices: Moreover, comparing Apple's iPhone seasonal? QoQ volume drop of 22% to Nokia's mobile device volume drop of 28% (which was reported as end of the world, off the cliff abysmal result) it is immediately clear that bulk of this drop is or can be due to seasonal effects or at least is inline w/ one of the major competitors. A quick comparison would imply that only give or take 0.72/0.78 = 8% of Nokia's volume drop was outside Apple's trend.

     

    Additionally, this is well in line with the general trend of decreasing feature phone and increasing smartphone sales globally. @Esa has in fact pointed out that Nokia's total volume drop was pretty much exactly inline with Nokia's QoQ drop a year before (comparing Q4/2011 to Q1/2012):
    http://seekingalpha.co...

     

    Bottomline: These observations make me pretty confident on my long NOK position from the perspective of sales volumes. The sky is not falling. In fact, the Lumia volume increase is great.

     

    PS: The only outlier is the Asha sales volumes, we'll see...
    24 Apr 2013, 09:41 AM Reply Like
  • doggiecool
    , contributor
    Comments (2957) | Send Message
     
    @seppo,
    yes, seasonality was the main culprit. I took Q1 results as being 'in-line' with expectations. They even had a small bump in its cash position. Thus, the story about 'cash burn' will firmly be put to rest next Q (assuming same results).

     

    My main issue with the company is this... Samsung and Apple are regrouping and re-architecting their smartphone line ups, i.e. creating more of a 'Lumia' approach, targeting numerous price points. Nokia's sense of urgency is actually working like a 'Slow Doris' as it relates to the high end of the market. They are taking WAY TO LONG to introduce their HERO phones to the entire world. Only 1 in every 5 people in the US can even buy a L920. Why? Because ELOP and the entire US markeing team is BRAIN DEAD. Think about it... AT&T only sold 100k units of the L920 in the US. WOW! How many millions did the iPhone/Galaxy sell in the US? A COMPLETE FAILURE. Throw in the 928 on Verizon and Nokia will still be lucky to sell 300K units per quarter. Why? Because there is no consistency in the US marketing and sales.

     

    I could write a novel on how Nokia, MSFT and the carriers are KILLING the WP8 sales efforts in the US. e.g. There's going to be differences between the 920 & 928, thus that will have to be explained to the consumer. STOP! The consumer has just been lost. NEVER, EVER should you have to explain something to a consumer. Furthermore, how do you have a single commercial that applies to both your HERO phones running on 2 separate carriers with functionally different specs?

     

    Build 1 HERO device. Sell it to all the US carriers. PERIOD.

     

    Manufacturing, Sales and more importantly Marketing becomes streamlined. The Lumia brand strengthens as its HERO line gets more focused.

     

    This doodoo is so Marketing 101, its unbelievable that the US marketing team hasn't figured it out yet.

     

    24 Apr 2013, 11:11 AM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    I am SO in agreement with you Doggie. May 14 may well be the day they offer the 928 to Verizon as well as AT&T, and hopefully others. Let the Marketing then BEGIN!
    25 Apr 2013, 09:14 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2460) | Send Message
     
    Do we really know why Nokia has not built a Mini Tablet in the 7 inch range? Does MSFT have enough control over Nokia to prevent this (Considering how the iPad Mini hurt iPad sales)? Could they have built any if they even had them?
    My assumption on why they didn't market the 920 was that they couldn't get anyone to build them, but I also see where one of the top people in Marketing is leaving. Wonder if it was frustration or incompetence.
    If they threw all of their Camera Technology along with all their phone tech into 1 HERO phone, and find a builder, they could well be a PLAYER, but I still have to see if they can yet supply Verizon with enough new phones. I called Verizon yesterday. The salesperson not only did not know about the 928, she didn't even know that they were giving the 822 away free with 2 year contract-In fact, she had NO Nokia phones on her list at all!!
    30 Apr 2013, 12:53 AM Reply Like
  • Seppo Sahrakorpi
    , contributor
    Comments (1955) | Send Message
     
    Author’s reply » Cross posting here as a reference. If this is true, we are in to something big...

     

    1M+ L520s sold in April:
    http://bit.ly/18Nq6Ys

     

    3M+ Lumias sold in April:
    http://bit.ly/13cX8ln
    7 May 2013, 04:54 PM Reply Like