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Lumia 920T (NOK) batches are still quickly selling out in China ... and that's not a good thing,...

Lumia 920T (NOK) batches are still quickly selling out in China ... and that's not a good thing, argues Tero Kuittinen, since it points to ongoing production issues. Also of concern is the apparent delay of the Indian launch of the mid-range Lumia 620 (crucial to Nokia's emerging markets efforts) to early March. Kuittinen suggests declining volumes have hurt the priority given to Nokia by component suppliers, leading to shortages. Bloomberg previously reported only 30K 920T units had been shipped to China Mobile as of Jan. 30.
Comments (18)
  • agliata
    , contributor
    Comments (95) | Send Message
     
    I call BS. 30k?
    20 Feb 2013, 05:53 PM Reply Like
  • kero
    , contributor
    Comments (7) | Send Message
     
    Lumia 920T in stock at China Mobile's GuangDong store. Climbs back to the top of best sellers list. http://bit.ly/WbIUv2 is already availble at three other China Mobile stores. So, supply is better and demand is consitently good.
    21 Feb 2013, 01:34 AM Reply Like
  • Cindywu1018
    , contributor
    Comments (139) | Send Message
     
    Bloomberg was wrong about Nokia's cashing burning rate. Did they correct their article - No!

     

    Anybody ever worked in distribution knows if supplier cannot fulfill terms and conditions of a partnership contract - penalty will follow. I just don't believe that China mobile or Nokia will let the supply issue remain unsolved by now.

     

    Btw, I am so happy to add another 20k for a bargain price.
    21 Feb 2013, 06:40 AM Reply Like
  • yongshuai
    , contributor
    Comments (62) | Send Message
     
    30K, seems legit ! lol...fake enuf?
    20 Feb 2013, 05:58 PM Reply Like
  • celebritydave
    , contributor
    Comments (55) | Send Message
     
    Nothing like creating demand?

     

    Id be surprised if the 30k number was accurate.
    20 Feb 2013, 06:15 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (8900) | Send Message
     
    Tero Kuittinen is still suffering from his narcissist blow. Gloom and doom on all fronts, whatever the issue. A long time ago, he was a brilliant man, now reduced by his own doings to a ranting natterer, full of negativity and frustration. Time to move on.
    20 Feb 2013, 06:16 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9390) | Send Message
     
    This article is misleading and somewhat dishonest.

     

    The actual title of the article is:
    Limited edition Cyan Nokia Lumia 920 now on sale in China, sells out http://bit.ly/WXtE8R

     

    So while production may or may not be getting better, we can't conclude that production is still broken because a *Limited edition Cyan Nokia Lumia* has sold out.

     

    Hint: it's called "Limited edition" for a reason.
    20 Feb 2013, 06:27 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (8900) | Send Message
     
    If Nokia sells out in China - it is bad, because supply is too low. If Nokia sells not out in China - it is bad, because demand is too low. Nokia must therefore try to sell "lagom". This is a Swedish keyword and cannot be translated - even with Google Translate :)

     

    The Tero Kuittinen logic goes like this: whatever happens, Nokia is at fault. Always. Everywhere. At any time. In all parallel universes as well.
    20 Feb 2013, 06:51 PM Reply Like
  • Mike_Grasbie
    , contributor
    Comments (111) | Send Message
     
    Nokia stock has been upgraded by analysts:

     

    http://bit.ly/WbaZCB
    20 Feb 2013, 07:17 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2527) | Send Message
     
    Maybe that's why it fell again today LOL
    20 Feb 2013, 09:26 PM Reply Like
  • mepa84
    , contributor
    Comments (72) | Send Message
     
    The reason behind Nokia’s decision to postpone the launch of 620 in India is that it is selling very well in European countries such as Germany, Italy and UK. In other words, this is a reallocation of the supply which is reasonable as when a product is selling out in a market and the supply cannot meet the demand it is foolish to supply the produced units to an untested market.
    20 Feb 2013, 06:56 PM Reply Like
  • Mike_Grasbie
    , contributor
    Comments (111) | Send Message
     
    New website for latest news about Nokia Lumia and Nokia stocks:

     

    http://bit.ly/155ZmTj
    20 Feb 2013, 07:08 PM Reply Like
  • slcUTAH
    , contributor
    Comments (535) | Send Message
     
    NOK closed today at $3.82- losing .11 on the day. I'm thinking that the stock is heading down to $3.60 - $3.70 not only due to negative news by analysts with short positions driving it down but also because of negative news from Washington. This will be an excellent level to load up on Nokia shares and remain long.
    20 Feb 2013, 07:18 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (9390) | Send Message
     
    Agreed slcUTAH.

     

    I think we will see a pop with MWC, so load up now, sell on the pop, then sit back and ride your long positions.
    20 Feb 2013, 07:38 PM Reply Like
  • DeepValueLover
    , contributor
    Comments (8698) | Send Message
     
    So Nokia does NOT have supply issues?

     

    Is the media lying?
    20 Feb 2013, 08:22 PM Reply Like
  • OldWarrior
    , contributor
    Comments (2527) | Send Message
     
    Nokia may well have a supply issue, but possibly because the Duopoly views them as a threat, and Nokia is still small enough to not be able to "Strongarm" suppliers. Apple is well known for using their purchasing power to cut suppliers' margins razor thin (They almost killed Sharp) Samsung has an equally strong position, although it does most of it's own manufacturing, it could well be threatening Nokia Suppliers with market flooding and Price Wars to some of the weaker Nokia suppliers. I am probably starting my own Rumor Mill here, but I cannot think of another explanation. While Synaptics announced in September http://bit.ly/Ytoy1A- Dated 9/ 5/2012 that they are making the touchscreens, I have to wonder if they have to sub out some work to companies like Sharp. Is $QCON so dependent on Apple and Samsung that they would slow delivery to $NOK? Possibly IMHO since Broadcom and even Intel are going to be in direct competition with $QCON soon. (Likely Q1 2014 from what I have gleaned)
    Certainly the 920 and the EOS are arguably better than the Big Kids' Best current Phones.
    Bottom line, I am hopeful to be able to raise more cash to invest in $NOK at these prices before the MWC (likely IMO) pop. I just hope that NSN can carry $NOK long enough to break the logjam, for whatever reason it exists.
    20 Feb 2013, 09:49 PM Reply Like
  • techy46
    , contributor
    Comments (6288) | Send Message
     
    Oh what a difference a year makes? Let's see last year it was is the Lumia 900 really coming soon? Oh, then we got it but Lumia 900 can't run WP8. Then we had Nokia creating shortages of Lumia 920 but only shipping a few. Now we got Nokia can't produce enough Lumia 920T's for China. That's better than nobody in China wanting a Lumia 920T.

     

    Check out this video of Lenovo's K900 Clover Trail + smart phone.

     

    http://bit.ly/136FKzP
    21 Feb 2013, 05:18 AM Reply Like
  • needsomebling
    , contributor
    Comments (14) | Send Message
     
    I can't wait for the pop that's coming in April and then through the end of the year :)
    21 Feb 2013, 12:16 PM Reply Like
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