jjmc2001's  Instablog

Send Message
Former banker to north american mining & energy industries and coal industry CFO. My initial training was as a financial analyst. My investment philosophy is to seek out fundamentally sound companies in industries that exhibit positive trends. Currently active in mortgage and real estate... More
  • First Windows Phone Preview June 23 Pep talk by Mr. Elop 0 comments
    Jun 23, 2011 9:38 PM

    This had to be an intentional release but Mr. Elop asks all employees to rurn off recording devices before they show the first Windows phone.  If you listen carefully to this speech there are some interesting tidbits.  e.g. the reference to the "China problem".  Obviosly there was a supply line problem in China that someone in management was reluctant to talk about.  As I have stated before I am long NOK.  While there are many reasons I went long I think this is a beaten down stock that has fallen to far.  The smartphone battle will be a long one and there will be multiple winners (other than AAPL) .  Further I believe that the entire supply chain of handheld devices is the growth story of the coming decade.  I see the handheld device as our personal portal to our digital world.  Obviously a small device will not be our sole computing device but it will enable us to connect with the rest of our data and apps wherever they may be.  Sharpen your wits investors this sector will be fun.

Back To jjmc2001'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 (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers


  • $NAT does another offering. Herb just can't help himself. Issues more shares every time the stock rallies.
    Nov 21, 2013
  • $PCL is hitting it out of the park on their conference call. Up 3.36% after hours.
    Jan 28, 2013
  • NOK up over 5%. Perhaps a dead cat bounce or just dragged up by the market. NOK longs still waiting for any news on revenue.
    Dec 20, 2011
More »

Latest Comments

Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.