Seeking Alpha

There's a $6.5B opportunity - give or take - in Russia over the next six years for...

There's a $6.5B opportunity - give or take - in Russia over the next six years for telecom-equipment makers as the country's cellular carriers build 4G networks. "The geographic scope, population size, economic demand and growth all indicate the size of the contracts coming out of Russia could be outstanding," says Ovum analyst Daryl Schoolar. Those vying for contracts include Nokia Siemens Network (NOK), Ericsson (ERIC), Alcatel-Lucent (ALU) and Huawei Technologies.
Comments (11)
  • Long NOK, just for these type events. Rolling dice.
    15 Jul 2013, 05:59 AM Reply Like
  • Those WINNING contracts include NSN.......
    15 Jul 2013, 09:17 AM Reply Like
  • I bet on both NOK and ALU. Good bets so far!
    15 Jul 2013, 10:29 AM Reply Like
  • This is a good argument for those who think NSN is a bad decision.
    15 Jul 2013, 01:18 PM Reply Like
  • NSN is now 100% NOK best deal Nokia ever made!!
    15 Jul 2013, 01:33 PM Reply Like
  • This really is great, hope this will boost Nok stocks
    15 Jul 2013, 06:32 PM Reply Like
  • price drop for 928 on amazon today without contract. wonder if its a good or bad thing. Thoughts?
    15 Jul 2013, 08:43 PM Reply Like
  • cgeezy

     

    Last week marked the intro of the long-awaited Nokia 1020, which boasts the finest camera ever married to a phone. Period. It is a $700 device, right on par with the best Apple has to offer except for a camera that puts most simple digital cams to shame. If you missed that news, search anything under Nokia 1020 and there will be glowing reports. I should say glowing except for the two things that negative reviews always find about Nokia: low market share and Windows.

     

    All of the 900 series NOK phones have good cameras, just that this one is awesome. Some wonder who would spend this much for a phone just because of a camera? As mentioned, this is a camera unlike any other for about the same price as an iPhone, so if you value the idea of one device instead of two, there is your epiphany answer.

     

    The reason you probably noticed a price drop in the NOK 900's is that BBRY is actively discounting. At the end of the 2nd quarter in June, all of the companies were offering trade-in rebates. Does that mean anything? Only if you are in a position to take advantage.

     

    The upper end is hotly contested so strategies undertaken by one carrier or manufacturer are likely to be copied and matched by the rest. Just tonight there is a news story suggesting VZ and AT & T are hatching plans to compete with a new policy by T-Mobile that allows more rapid trade-ins.

     

    Everyone is excited! I hope they let me know when the actual cost declines.
    16 Jul 2013, 03:58 AM Reply Like
  • Huawei will probably underbid every other company. It is unbelievable how this company got away with stealing technologies from Cisco when it first started.
    15 Jul 2013, 10:20 PM Reply Like
  • Three top Russian carriers drop iPhone. Russia's top three carriers - MTS (MBT), VimpelCom (VIP) and Megafon - have decided to stop carrying the iPhone, citing Apple's (AAPL) purchase, subsidy and marketing requirements. MTS and VimpelCom have over 300M subscribers between them in Russia and various emerging markets. It's the most dramatic instance so far of operator backlash against Apple's requirements.

     

    Seeking Alpha
    17 Jul 2013, 11:17 PM Reply Like
  • dwd

     

    There is sure a lot of drama in this corner of the investment pond. Former losers trying to claw back, brilliance and idiocy, loyalties and disdain. If I had to guess, I'd say Russia is predisposed to buy from Nokia though perhaps not at the upper end. I wonder how many of those 520/521s they can make?
    18 Jul 2013, 01:37 AM Reply Like
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