Smartphones will make up 54% of mobile phones sold in 2013, predicts IHS iSuppli. Earlier this year, UBS predicted smartphones would make up 41% of 2012 phone sales. Just as Google, Apple, Samsung, and mobile processor firms benefit from this trend, feature phone king Nokia (NOK) risks being a loser. Nokia is on the clock to bring Windows Phone price points down to levels comparable to those of low-end Android phones from Chinese vendors. [View news story]
If smartphones are going to account for 54% of all phone sales, then China, India and the rest of the developed and developing markets better spend the 100+ Billion needed to upgrade to 3g, or 4g/4lte networks, otherwise they'll be buying phones that only work on wifi. If this is the case, then Alcatel, Cisco and the likes of Nokia-Siemens network should be much better then they are. Since they are not, I have to conclude 2g will continue to be the standard for most of the non-developed world and therefore Nokia and BlackBerry will continue to be the best options as they provide the greatest functionality for a network operating on 2g or less.
Hewlett-Packard's Focus On Tablet Market And Restructuring Efforts Make It A Buy [View article]
The loss did not affect cash flow. So when we look at cash flow, it's an entire different story. A company can report accounting losses, but still generate cash. As long as cash flow has plateaued and will start increasing, it doesn't matter how many write downs they have. The stock will begin to rise as while their P\E is approaching the 4's, P /cash flow is even lower, which translates into considerable amount of cash generated per share of which will be increasing as they lower costs and improve margins.
Hewlett-Packard's Focus On Tablet Market And Restructuring Efforts Make It A Buy [View article]
A author or analyst that owns positions in a stock that he writes about is a conflict of interest. If the author owned it, the pessimist would be saying he is writing to boost the stock price etc. Thanks for clarifying and explaining to the ignorant why owning a position in which you analyze and distribute recommendations on is a conflict of interest and leads to bias's in ones research. Long HPQ calls.
Forget Dr. Copper (which hasn't been a relevant moniker since Rickey Henderson played for the Yanks), it's iron ore which is the far better economic bellwether, and its price is collapsing. (see also) [View news story]
Paulo is short Vale and other produces. Please disclose your positions otherwise your article and comments should be viewed with an intense bias!!!!!!!!!!!!!!!!!!...
Forget Dr. Copper (which hasn't been a relevant moniker since Rickey Henderson played for the Yanks), it's iron ore which is the far better economic bellwether, and its price is collapsing. (see also) [View news story]
And the US is irrevelant to Steel too, well now we are! We used to be #1! BRIC's leave out other major Frontier Markets such as Africa, Middle East, Eastern Europe etc. The future demand will come from these markets among the existing Emerging economies such as BRIC. Then add to the fact that the US and other developed economies have not updated their infrastructure for a generation and we can see demand will always be their.
Nokia (NOK) shares jump 5.6% premarket after CEO Stephen Elop says the phone maker will launch a Windows 8 smartphone "relatively near term," and doesn't deny that it could be at the company's trade show in Helsinki on Sept. 5-6. That's a week before an Apple event on Sept. 12, when it could unveil a new iPhone. [View news story]
I keep stopping by at Verizon and they are clueless. I know it's coming, can't wait for pureview technology in my hand.
More on Gartner/mobile phones: Samsung's (SSNLF.PK) market share increases to 21.6% from 16.3% last year, Nokia's (NOK) falls to 19.9% from 22.8%, and Apple (AAPL) rises to 6.9% from 4.6%. Smartphone sales jump 43% to 154M. Overall Android (GOOG) share soars to 64% from 43%, iOS 18.8% vs. 18.2%, Symbian crashes to 5.9% from 22.1%, Microsoft (MSFT) 2.7% vs. 1.6%. (PR) [View news story]
Agreed. Long Nokia, short Apple. Their not gonna be able to maintain those margins!
UBS' Amitabh Passi has come up with a fairly novel bearish argument for Research In Motion (RIMM -2.7%): he thinks recent patent sale activity (or lack thereof) suggests IP values are declining, and that RIM's portfolio, which many expect the company to monetize, is worth less than the Street thinks. GigaOm's Jeff John Roberts recently argued tech is in the midst of a patent bubble. It might have begun to burst. [View news story]
Simple analysis of Blackberry would lead anyone with half a brain to realize bankruptcy is not going to happen. What are they going to default on? Giving they can pay off all short term liabilities and have no long-term debt, it is practically impossible for them to go bankrupt. Unless of course they start borrowing, but giving no reason too as operating cash flows show no sign of declining. All of their losses have been based upon one-time events and non-cash reductions in the value of inventories. So as long as they roll out BB10, they will be fine. The operating system is far better then Apple or Android, being a user of all three, its just a matter of them delivering. If they don't, then liquidate and its still worth double!
Setting The Record Straight On Eagle Bulk Shipping [View article]
If you have not jumped ship, sorry its too late. "By my estimates" does not correlate with GAAP or IFRS accounting standards.
Shipping rates are back well above a $1000 per day, last quarter sales declined as rates were almost half that. This does not apply to longer term charters, only to contracts tied to spot. If daily rates continue to go up, perhaps to $2000 a day which is NOT out of this world, Revenues double. Cash flow from operations is more then enough to meet debt requirements at current rates, so with any improvement in the spot market will lead to instanteous gains to their bottom line. With only 15mil shares outstanding and market cap of 45 million, if spot rates continue to increase and cyclicals start to perform, the entire shipping sector will see its first significant rally in over 5 years.
Can't happen? All of a sudden oil refining is doing well, even though gas demand is down. Valero, another favorite, who's stock has been in the dumps for year has been showing a lot of promise over the past year and up over 20% the past 13 weeks.
With short interest at 49%, its only a matter of time till a short squeeze occurs. No reason to sell now! We have at least 3 years for the spot market to improve and even if it remains flat, EGLE will be able to meet all demands with operating cash flow.
Is this one of Nokia's (NOK +4.6%) first Windows Phone 8 devices? A Chinese site has posted pictures of what appears to be a yellow Lumia phone with an oversized display. Expectations have grown that Nokia will unveil WP8 hardware, possibly including a PureView phone, at a Sep. 5 Nokia World event. [View news story]
Can't wait for Verizon to offer. My Android HTC is all cracked up and I'm due for a upgrade. Waiting patiently for the release! Long Nokia and been buying all the way down, tripling stake when it was at $1.8... By by Apple!.. Almost time to short!!
The iphone has captured generation X and Y. However, Xbox has a very large following globally and has become a staple for every child and Gen XandY. The future of portable devices, I say devices as with Corning's Willow, we see phones that expand into tablets, and like the Surface, will have displayable or foldable keyboards. Isn't that really a laptop? Rumors of Nokia 1000 with Dual core 1.5 Gig Intel processor is going to bridge this gap. Microsoft has and will continue to lead as the primary operating system, and with its deployment in your living room, car and current role as a central computer that will provide processing power to manage all your display technologies whether an appliances, desk or countertop and traditional display such as TV/Monitor it will continue to build upon this monopoly . With a standardization across all these platforms, your network will be interconnected. Want listen to a playlist in your car while eating breakfast, just drag and drop into your car icon from a windows anywhere, open the car door and there's your playlist ready to play. Need a movie for the kid or access to Xbox (other games) when traveling, drop down the display and access your networks digital content. Everything accessible everywhere. Americans spend half of every day in the car and on their couch. Microsoft envisioned this future over a decade ago.
Location and commerce is also the chosen mapping technology for all W8. So Nokia profits on every W8 sold, even if it is a Samsung phone. This division will continue to see revenue and profit growth exponentially.
Samsung (SSNLF.PK) is taking Windows Phone 8 (MSFT) seriously: the company has disclosed in court documents it's planning to launch two WP8 models in Q4. One will feature a 4.65" display, and both (like the U.S. version of the Galaxy S III) will run on Qualcomm's (QCOM) powerful MSM8960 processor. It looks as if Nokia (NOK), reportedly launching two WP8 models of its in the coming months, will have its work cut out for it. (also) [View news story]
Please expand upon their fiscal situation. If intangibles were really priced at the market price, they'd be worth a hell of a lot more then current accounting value.as if they were. Billion in Royalties discounted is worth anywhere from $5Billion to $20 depending on the discount rate. Giving most of the current losses are one-timers, aka cost to lay off thousands of employees, plant closures, devaluing inventory etc, none of this actually affects cash. Average selling price held up better then expected and volume as well. I know the Smart phone segment is the area of concern, but giving here in the US Nokia is gonna go from 2 carriers to 4, with some major marketing surrounding, we can expect at a minimum to double sales. If they sold 4 Million last quarter, then 8 Million is not a long shot, especially giving sales have doubled over the prior 3 quarters for the Lumia line.
Also, giving the fact that people are going to have to pay full price for their phones, or lose unlimited data, the actual cost of an Iphone is going to cause people to think twice about spending $700 on a device that will last two years, especially when $150 is just for some extra memory of which would only cost you $32 if you could just add a 32 g sim card...
Samsung (SSNLF.PK) is taking Windows Phone 8 (MSFT) seriously: the company has disclosed in court documents it's planning to launch two WP8 models in Q4. One will feature a 4.65" display, and both (like the U.S. version of the Galaxy S III) will run on Qualcomm's (QCOM) powerful MSM8960 processor. It looks as if Nokia (NOK), reportedly launching two WP8 models of its in the coming months, will have its work cut out for it. (also) [View news story]
Do you represent America? Amazing how someone has the Balls to speak for 300+ Million people. Your ignorance is astouding. I am in need of an upgrade as my screen is cracked through. My HTC droid was ok, but I am waiting for the Nokia launch for W8. So I am a educated (PHD Finance) American who will not be buying an Iphone, but will be buying a Nokia Lumia 1000......
Samsung (SSNLF.PK) is taking Windows Phone 8 (MSFT) seriously: the company has disclosed in court documents it's planning to launch two WP8 models in Q4. One will feature a 4.65" display, and both (like the U.S. version of the Galaxy S III) will run on Qualcomm's (QCOM) powerful MSM8960 processor. It looks as if Nokia (NOK), reportedly launching two WP8 models of its in the coming months, will have its work cut out for it. (also) [View news story]
Facts are, Nokia sold 84 Million phones of which represented an increase from the prior year. So if people go with what is familiar, then Nokia is sure to win........
Smartphones will make up 54% of mobile phones sold in 2013, predicts IHS iSuppli. Earlier this year, UBS predicted smartphones would make up 41% of 2012 phone sales. Just as Google, Apple, Samsung, and mobile processor firms benefit from this trend, feature phone king Nokia (NOK) risks being a loser. Nokia is on the clock to bring Windows Phone price points down to levels comparable to those of low-end Android phones from Chinese vendors. [View news story]
Hewlett-Packard's Focus On Tablet Market And Restructuring Efforts Make It A Buy [View article]
Hewlett-Packard's Focus On Tablet Market And Restructuring Efforts Make It A Buy [View article]
Long HPQ calls.
Forget Dr. Copper (which hasn't been a relevant moniker since Rickey Henderson played for the Yanks), it's iron ore which is the far better economic bellwether, and its price is collapsing. (see also) [View news story]
Forget Dr. Copper (which hasn't been a relevant moniker since Rickey Henderson played for the Yanks), it's iron ore which is the far better economic bellwether, and its price is collapsing. (see also) [View news story]
Nokia (NOK) shares jump 5.6% premarket after CEO Stephen Elop says the phone maker will launch a Windows 8 smartphone "relatively near term," and doesn't deny that it could be at the company's trade show in Helsinki on Sept. 5-6. That's a week before an Apple event on Sept. 12, when it could unveil a new iPhone. [View news story]
More on Gartner/mobile phones: Samsung's (SSNLF.PK) market share increases to 21.6% from 16.3% last year, Nokia's (NOK) falls to 19.9% from 22.8%, and Apple (AAPL) rises to 6.9% from 4.6%. Smartphone sales jump 43% to 154M. Overall Android (GOOG) share soars to 64% from 43%, iOS 18.8% vs. 18.2%, Symbian crashes to 5.9% from 22.1%, Microsoft (MSFT) 2.7% vs. 1.6%. (PR) [View news story]
UBS' Amitabh Passi has come up with a fairly novel bearish argument for Research In Motion (RIMM -2.7%): he thinks recent patent sale activity (or lack thereof) suggests IP values are declining, and that RIM's portfolio, which many expect the company to monetize, is worth less than the Street thinks. GigaOm's Jeff John Roberts recently argued tech is in the midst of a patent bubble. It might have begun to burst. [View news story]
Setting The Record Straight On Eagle Bulk Shipping [View article]
Shipping rates are back well above a $1000 per day, last quarter sales declined as rates were almost half that. This does not apply to longer term charters, only to contracts tied to spot. If daily rates continue to go up, perhaps to $2000 a day which is NOT out of this world, Revenues double. Cash flow from operations is more then enough to meet debt requirements at current rates, so with any improvement in the spot market will lead to instanteous gains to their bottom line. With only 15mil shares outstanding and market cap of 45 million, if spot rates continue to increase and cyclicals start to perform, the entire shipping sector will see its first significant rally in over 5 years.
Can't happen? All of a sudden oil refining is doing well, even though gas demand is down. Valero, another favorite, who's stock has been in the dumps for year has been showing a lot of promise over the past year and up over 20% the past 13 weeks.
With short interest at 49%, its only a matter of time till a short squeeze occurs. No reason to sell now! We have at least 3 years for the spot market to improve and even if it remains flat, EGLE will be able to meet all demands with operating cash flow.
Is this one of Nokia's (NOK +4.6%) first Windows Phone 8 devices? A Chinese site has posted pictures of what appears to be a yellow Lumia phone with an oversized display. Expectations have grown that Nokia will unveil WP8 hardware, possibly including a PureView phone, at a Sep. 5 Nokia World event. [View news story]
Nokia Enters The Car Industry [View article]
Nokia Enters The Car Industry [View article]
Samsung (SSNLF.PK) is taking Windows Phone 8 (MSFT) seriously: the company has disclosed in court documents it's planning to launch two WP8 models in Q4. One will feature a 4.65" display, and both (like the U.S. version of the Galaxy S III) will run on Qualcomm's (QCOM) powerful MSM8960 processor. It looks as if Nokia (NOK), reportedly launching two WP8 models of its in the coming months, will have its work cut out for it. (also) [View news story]
Also, giving the fact that people are going to have to pay full price for their phones, or lose unlimited data, the actual cost of an Iphone is going to cause people to think twice about spending $700 on a device that will last two years, especially when $150 is just for some extra memory of which would only cost you $32 if you could just add a 32 g sim card...
Samsung (SSNLF.PK) is taking Windows Phone 8 (MSFT) seriously: the company has disclosed in court documents it's planning to launch two WP8 models in Q4. One will feature a 4.65" display, and both (like the U.S. version of the Galaxy S III) will run on Qualcomm's (QCOM) powerful MSM8960 processor. It looks as if Nokia (NOK), reportedly launching two WP8 models of its in the coming months, will have its work cut out for it. (also) [View news story]
Samsung (SSNLF.PK) is taking Windows Phone 8 (MSFT) seriously: the company has disclosed in court documents it's planning to launch two WP8 models in Q4. One will feature a 4.65" display, and both (like the U.S. version of the Galaxy S III) will run on Qualcomm's (QCOM) powerful MSM8960 processor. It looks as if Nokia (NOK), reportedly launching two WP8 models of its in the coming months, will have its work cut out for it. (also) [View news story]