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  • Nokia: Out Of Devices, But Not Out Of Options [View article]
    Well, it depends on if you were a stockholder when he arrived or if you only bought after the stock had tanked. For those of us who owned the stock when he arrived, his actions appeared to be focused on crashing the stock price so that his MSFT buddies could afford to buy the parts they were interested in. So in that sense I guess he did a good job, but as far as performance the handset division certainly did not do "better than it had". With the superior HW design and other cost advantages, I believe the handset side would be profitable and pulling up more market share by now if the CEO would have gone for Android instead of WP. JMHO.
    May 2, 2014. 10:38 AM | 7 Likes Like |Link to Comment
  • Nokia: Out Of Devices, But Not Out Of Options [View article]
    Good article - however one minor editorial comment: The word "Finish" in the 4th paragraph should be "Finnish". :-)

    One question - do you really think FB might be interested in buying the whole enchilada? I would think they might be more interested in seeing if they could wrestle away the mapping business...however if Nokia decides to offer that business for sale I would expect there would be several interested parties.
    May 2, 2014. 09:31 AM | 6 Likes Like |Link to Comment
  • Nokia: The $8 Barrier Should Be Breached Soon [View article]
    Although NSN has lost some sales it appears to be the low-margin or loss-making sales they are losing, which IMO is a good thing. The name of the game is to make profits. High sales figures don't mean anything to investors if margins aren't positive. Huawei can have the low-margin customers.
    Apr 29, 2014. 10:32 AM | 6 Likes Like |Link to Comment
  • Nokia's Rope-A-Dope Of Microsoft [View article]
    The phones and OS itself are already as good as Android and better than IOS (IMO). I have a Nokia 925 which surpasses my wife's iPhone 5s in every way....(larger, more vibrant screen, better camera, launches apps faster, smoother video playback, you name it).

    However....the elephant in the room for WP8 is still the lack of freaking apps! Nobody wants to go to WP8 because they are giving up many of their favorite apps in doing so. This has been a problem for years now and is only getting marginally better. No matter how nice the phone HW is, WP8 will fail unless they figure out how to port apps quickly to their platform.
    Apr 25, 2014. 02:58 PM | 2 Likes Like |Link to Comment
  • Nokia: Finding $0.40-3.70 Upside In The Black Box [View article]
    NSN is not going anywhere - nobody could afford to pay the price that Nokia thinks they are worth. ALU, really? They can barely pay their own bills. NSN already tried to sell themselves to private equity companies back when they weren't worth much, and it didn't work.


    I agree the remaining businesses have little in the way of synergy, but does that really matter? Nokia is no longer a cell phone company, just like they are no longer a tire company, rubber boot company, or TV manufacturer. They are now a holding company for three solid businesses. I can't see them selling any of them, in fact I would expect acquisitions with some of the Microsoft cash coming in (sorry shareholders, I doubt you will see much if any of it).
    Apr 23, 2014. 05:19 PM | 1 Like Like |Link to Comment
  • The Lost Bets Chronicles: Nokia [View article]
    So basically Elop took over a great company which was underperforming, and instead of righting the ship he single handedly killed it with a couple of key actions (either idiotic or carefully calculated, you be the judge). At least the "burning platform" memo, mysteriously leaked, in combination with the WP7 announcement happening over a year before WP7 was ready, pretty much ensured the company would lose most of its high margin sales for 2 years, effectively killing it.

    The remaining question is, how did Elop get away with it? He is actually being rewarded for effectively making the company cheap enough so that his Microsoft colleagues could buy it. Classic case of he (Elop) got the gold mine, and we (shareholders) got the shaft. He should be in jail, but instead he is in the money.
    Mar 13, 2014. 03:41 PM | 7 Likes Like |Link to Comment
  • Nokia's Indian tax bill could reach $3.4B [View news story]
    If I were Nokia, I would pull everything out of India immediately. I would lay off the thousands of employees that depend on me for a paycheck and let the Indian government explain it to them. Then and I would tell the mobile operators "sorry, try moving to a more business-friendly country". Business in India is typcially not profitable anyway - this move would probably help the company bottom line in the long run
    Dec 10, 2013. 11:59 AM | 1 Like Like |Link to Comment
  • Nokia stockholders seen approving Microsoft deal [View news story]
    Funny math there...NOK has something like 3.7 Billion outstanding shares, so paying a buck a share would be the same as giving half the proceeds from MSFT back to the shareholders. It ain't happening.
    Nov 19, 2013. 04:45 PM | Likes Like |Link to Comment
  • Speculations In Nokia And Alcatel-Lucent Deal Making [View article]
    There is no reason for NOK to buy ALU now. Why pay full price now when you can get it for less than half after ALU goes bankrupt? Plus at that point NOK could just pick the pieces they really want.

    ALU is trying to dress up the dog by announcing 10,000 job cuts, but that will not make her look any better to the trained eye, because everyone knows that (a) the cuts really need to be more like 25,000 to have a chance to right the ship, and (b) the French goverment won't let these cuts happen anyway.

    Be patient NOK, wait until the fire sale (which will defintely be coming)
    Oct 10, 2013. 12:54 PM | 6 Likes Like |Link to Comment
  • Stephen Elop Makes Nokia's Devices Division Disappear [View article]
    Not sure why you are giving Elop credit for the turnaround in NSN. The NSN board oversaw the turnaround strategy - Elop had nothing to do with it and more or less ignored NSN until they started generating cash (which he was prepared to use to prop up the Devices and Services group if he hadn't sold it).

    I agree with your general premise that Nokia was pretty much finished as mobile device maker the minute Elop was given the job...
    Sep 11, 2013. 10:49 AM | 4 Likes Like |Link to Comment
  • Ericsson, Alcatel-Lucent rise following Nokia deal [View news story]
    Ha. Why would Nokia want to buy ALU? You say to get more business in the US? They will get that for free once ALU goes under. A little patience is all that is needed there (and not much with the current state of ALU)...
    Sep 3, 2013. 04:43 PM | Likes Like |Link to Comment
  • Nokia (NOK +9.3%) soars after the chairman of Huawei's consumer business group says his company would be open to buying Nokia in an off-hand remark. Any offer from Huawei would face intense EU scrutiny, given long-standing worries about the company's Chinese government/military ties. Is this a repeat of BlackBerry/Lenovo[View news story]
    WhatdoIknow1, the reason NSN wins LTE contracts ahead of Huawei is because they can now beat Huawei in price (and still make money). The reason they be ZTE is because ZTE makes some of the worst radios known to man - absolute crap.

    Trust Me,
    Mystery Guest
    Jun 18, 2013. 04:28 PM | Likes Like |Link to Comment
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