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  • Nokia (NOK -5.9%) is selling off again today. A less-than-flattering WSJ article about the early U.S. uptake seen by Windows Phone (MSFT) could be playing a role. An AT&T reseller claimed the Lumia 900 only made up 2% of its sales, even though profits on 900 sales are higher than for the iPhone or Galaxy S III, and a T-Mobile reseller claimed WP devices made up just 3% of its sales. The column also notes developer reluctance to write for WP in the absence of a large user base. (yesterday[View news story]
    With Windows 8, those two ecosystem's will converge!
    Aug 30, 2012. 10:17 AM | Likes Like |Link to Comment
  • More on Nokia: The company has also received another bearish note from Bernstein's Pierre Ferragu, a long-time critic. Ferragu joins others in taking a cautious view of the impact of the Apple-Samsung verdict; thinks Q3 results could miss estimates; notes Lumia models are being heavily discounted in the UK, and says global surveys have consistently shown a "lack of consumer interest" in Windows Phone. He views Nokia's recent rally as a good shorting opportunity.  [View news story]
    It's too bad were not in France during the French revolution so we can take the guillotine to those who spread deceitful bits of information for their own personal gain. Especially when that information is willfully aimed at the destruction on an economic entity. Nokia, like all companies, are the economic engines for any society. They pay taxes, employ people, buy/sell goods on a global basis. By employing people, they are enabling those soles to improve upon their economic status and therefore help provide for mobility within the social fabric's of our GLOBAL society. Spreading mis-leading information, falsehoods and straight out lies is a direct attack against all those who benefit from the existence of these entities such as Nokia. TI sells chips, Corning the glass etc, so it does affect the entire supply chain and thus the US as well. A century ago, these acts, the ones that serves to destroy such an entity and therefore the prosperity that is a result, would be sent straight to the chopping block!

    I am sitting with a droid incredible with its shattered screen, and have been waiting patiently for Nokia W8 and will be purchasing upon release at Verizon. I have used the Iphone (wife), Ipad (Wife), own a Blackberry playbook, which by the way its operating system or BB10 is phenomenal. So by saying consumer's have shown a lack of interest and placing everyone into one bucket, is really just a racist comment. All White's have a superiority complex, Woman can't drive cars, all Blacks get divorced, Jews are greedy, Muslims fanatical, Chinese are all cheaters. Whenever you generalize you end up with a biased and racist perspective.....
    Aug 29, 2012. 01:38 PM | 5 Likes Like |Link to Comment
  • Nokia (NOK -5.9%) is selling off again today. A less-than-flattering WSJ article about the early U.S. uptake seen by Windows Phone (MSFT) could be playing a role. An AT&T reseller claimed the Lumia 900 only made up 2% of its sales, even though profits on 900 sales are higher than for the iPhone or Galaxy S III, and a T-Mobile reseller claimed WP devices made up just 3% of its sales. The column also notes developer reluctance to write for WP in the absence of a large user base. (yesterday[View news story]
    Sorry to burst your bubble, Windows has a much larger following then Android and Apple combined. Again someone expressing an opinion who lives in a box!@
    Aug 29, 2012. 01:07 PM | 2 Likes Like |Link to Comment
  • Bookmark this chart of iron ore prices, as it's becoming one of the more widely-followed global indicators. They've fallen another 1.9% today to just $100/ton, well below the line-in-the-sand price of $120 - the level at which Chinese producers would supposedly stop producing.  [View news story]
    Vale is required to pay 25% of profits out as dividends. That is what the law says. Giving it is going ex-dividend in mid-October supporting what is now a 7% yield and semi-annual payments, how much lower can it go? They've bought 200Million outstanding shares over the past year, have a net cash position of over 11Billion and it is trading at book value, while still generating over 15 Billion a year of which are from estimates that have already been reduced by over 25%.

    Seems like a buy to me!
    Aug 29, 2012. 10:29 AM | Likes Like |Link to Comment
  • Nokia (NOK) will announce two Windows Phone 8 devices on Sep. 5, sources tell The Verge. One will be a high-end device (code-named Arrow) that, like the Lumia 900, will initially be exclusive to AT&T (T), and the other a mid-range device (code-named Phi) that will be sold by both AT&T and T-Mobile. Verizon, widely expected to offer a Nokia WP8 device, isn't mentioned in the report. Nokia +2.8% after rallying in Europe. (PureView rumors[View news story]
    89 year of experience of which I'm in full agreement with. It's amazing how Nokia turned back into the red right as some analysts started to say BUY. Just as the Apple Samsung verdict came out. It's the last dip before another big rally..
    Aug 29, 2012. 08:37 AM | Likes Like |Link to Comment
  • Analysts question the idea Nokia (NOK -5.8%) will be a major beneficiary of the Apple-Samsung verdict. While expecting Windows Phone to get a lift from the ruling, Berenberg argues Nokia's upcoming Lumia phones still have "no chance" of competing against Apple and Samsung, and that the market is pricing in margin, ASP, and and market share improvements that might not arrive. MKM recommends buying October 3.5/2.5 or 3/2.5 put spreads[View news story]
    It's amazing, it's as though these analysts live in a box. Who is the #2 manufacturer of cell phones? From what my friends in IT security say, W8 phones will become the standard issue. Apple does not integrate with business apps. I don't recall IBM, Oracle, SAP developing integrations with Apple.

    Many of the featured phones from Nokia are very smart. Most networks do not support the bandwidth needed for a fully functional smartphone. Only in major urban environments do you have the bandwidth. I live in the Boston suburbs and have one bar in my town. A smartphone is absolutely useless unless I'm close enough to my wifi or the highways. If that is the case 10 miles from Boston, what about 10 miles outside New Delhi .
    Aug 29, 2012. 08:33 AM | 2 Likes Like |Link to Comment
  • 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]
    Yes, Ashda is the featured phone product line from Nokia, which of course meets the needs of 90%+ of the world!
    Aug 29, 2012. 08:24 AM | Likes Like |Link to Comment
  • 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.
    Aug 29, 2012. 08:22 AM | 2 Likes Like |Link to Comment
  • 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.
    Aug 27, 2012. 08:51 AM | 1 Like Like |Link to Comment
  • 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.
    Aug 27, 2012. 08:44 AM | 1 Like Like |Link to Comment
  • 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!!!!!!!!!!!!!!!!!!...
    Aug 22, 2012. 11:25 AM | Likes Like |Link to Comment
  • 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.
    Aug 22, 2012. 11:24 AM | 2 Likes Like |Link to Comment
  • 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.
    Aug 15, 2012. 09:02 AM | 3 Likes Like |Link to Comment
  • 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!
    Aug 14, 2012. 03:58 PM | Likes Like |Link to Comment
  • 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!
    Aug 14, 2012. 10:44 AM | 1 Like Like |Link to Comment
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