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kimsky5

kimsky5
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  • Nokia To Cell Phone Market - I Will Be Back [View article]
    Nokia is still a behemoth that is slow to turn. The decision to go with WP8 so far has proved wise - They have over 90% of Global WP8 sales. In February this Year Samsung have disappeared and only HTC clings on. Now it's down to MS - Witness the WP7.8 debacle and you have to wonder how seriously Mr. Softy takes this challenge. They now have the chance to produce WP9, 10 & 11 and blow the rest of the competition out of the water (Apart from Apple of course) but will they manage it? More a question of MS management than Nokia managment I think. Certainly if WP7.8 is anything to go by they are still not taking this challenge seriously.
    Mar 10, 2013. 02:54 PM | 2 Likes Like |Link to Comment
  • Nokia's (NOK +1.7%) 20-F is out, and investors are reacting positively. A possible reason: the company reiterated its growth and margin guidance for Devices & Services. Nokia also says its balance of payments with Microsoft (previous) will be favorable to the company this year, though it expects the balance to be favorable to Microsoft by ~$650M over the remainder of their deal. Stephen Elop earned €4.3M in 2012, down from €7.9M in 2011. [View news story]
    La Rue's red Lumia 920 is getting a life of it's own :-)
    Mar 7, 2013. 01:51 PM | 4 Likes Like |Link to Comment
  • Nokia Is On The Rise [View article]
    I think a lot of people will buy the two cheaper models (105 & 301) as back-up phones - Especially with a 35 day battery life. So main phone maybe a Samsung, Sony, HTC or iPhone, but just-in-case, a good old reliable Nokia, just to be sure. And who knows if that reliability and solid build might just persuade a lot of those people to swap two phones for 1 Lumia
    Mar 3, 2013. 11:53 AM | 2 Likes Like |Link to Comment
  • More on mobile phone sales: Q4 smartphone market share by OS: Android 69.7% vs 51.3% in 2011, iOS 20.9% vs 23.6%, BlackBerry 3.5% vs 8.8%, Microsoft 3% vs 1.8%. "With Samsung commanding over 42.5% of the Android market globally, and the next vendor at just 6% share, the Android brand is being overshadowed by Samsung's brand with the Galaxy name nearly a synonym for Android phones in consumers' mind share," says Gartner. (PR[View news story]
    Good luck with that, let's compare notes in 12 Months
    Feb 16, 2013. 01:38 PM | Likes Like |Link to Comment
  • More on mobile phone sales: Q4 smartphone market share by OS: Android 69.7% vs 51.3% in 2011, iOS 20.9% vs 23.6%, BlackBerry 3.5% vs 8.8%, Microsoft 3% vs 1.8%. "With Samsung commanding over 42.5% of the Android market globally, and the next vendor at just 6% share, the Android brand is being overshadowed by Samsung's brand with the Galaxy name nearly a synonym for Android phones in consumers' mind share," says Gartner. (PR[View news story]
    That is sarcasm right?
    Feb 13, 2013. 03:01 PM | 2 Likes Like |Link to Comment
  • Sell Nokia, Take Profits. [View article]
    You can recognise genuine articles on SA by the author responses to points raised in the comments. An author who is actually trying to impart financial advice will respond to criticism and argument. A click-bait author such as this will write the most contentious headline possible and then sit back and count the pennies. And as noted in this particular case, will probably let a few weeks pass and then re-hash the same article. I think anyone who is 'chairman of a boutique financial services company' would know better than to advise people to depart a rising stock. The author said to sell Nokia at $2.57 and now again at $4 - Expect the same advice at $6, $8 and $10
    Feb 2, 2013. 04:45 AM | 12 Likes Like |Link to Comment
  • Nokia (NOK) says it will commit $250M to Nokia Growth Partners Venture to continue to scout out high potential businesses within the mobile ecosystem. In addition, Nokia Growth Partners announces two new hires aimed at expanding its presence in China. [View news story]
    Rather they do that and grow the business to $10 a share than give me a 20 cent Dividend.

    Long NOK
    Jan 29, 2013. 07:46 AM | 9 Likes Like |Link to Comment
  • 2013 - The Year Nokia's Lumia Range Will Finally Come Of Age [View article]
    Did they say eliminate? As in stop completely? Or just that they would have no dividend for 2013 ?

    Because right now, with the cost of borrowing and the extra capital required to push these new products it's an excellent strategy.

    For me, I would far rather lose 20 US cents and get the stock to $10 And for sure the dividend will be back in 2014.
    Jan 28, 2013. 12:48 PM | 1 Like Like |Link to Comment
  • Does Nokia Really Need To Sell 12 Million Lumias To Break Even? [View article]
    I really enjoyed this article. 1. It didn't include the usual 'Nokia was once the World leader in mobile technology' etc. etc. etc. 2. It dissected a so-called analyst and showed him over the years to be just an opportunist - How can people like this work for Barclays? 3. It showed the analyst conjecture to be largely wrong. 4. It tells me, as an investor, that Nokia has a chance to turn itself around. I think we are seeing the nascent beginnings of a Nokia resurrection.
    Jan 16, 2013. 03:06 PM | 6 Likes Like |Link to Comment
  • Is Nokia Back? [View article]
    click bait article just like the last one - guy is only interested in getting his pound of flesh.
    Jan 16, 2013. 02:30 PM | Likes Like |Link to Comment
  • Nokia Vs. Research In Motion: Only One Will Survive [View article]
    RIMM is up on speculation that it's new phones will take over the World. Once they are out there as the Lumia has been since late last year the story will look very different. People are buying on the hope and you know where that leads.
    I have no issue with RIMM doing well or NOKIA doing well, but I do think the former are playing a Hail Mary shot here and one glitch, one fault in the supply chain, one 'antenna gate' one 'easily scratched' issue and it's done for and the stock will drop like a stone. Nokia at least has China for Q1 and the Lumia 950 in the pipeline.
    Jan 14, 2013. 03:11 PM | 5 Likes Like |Link to Comment
  • Nokia (NOK -2.7%) ticks lower following a downgrade to Underweight from Barclays' Jeff Kvaal: he argues "neither Lumia nor Windows Phone has reached critical mass," and claims "CES checks showed few signs WP8’s promise is converting to sustained demand." Moreover, Kvaal believes Nokia, which expects to report 4.4M Lumia sales for a supply-constrained Q4, will need to sell 10M-12M Lumias/quarter for its Smart Devices ops to break even, assuming a €225 ASP, 20% gross margin, and €2B in opex. (April downgrade[View news story]
    But is Nokia and WP8 reaching critical mass, that's the question. We can all be Monday morning Quarterbacks like this guy, but where is the stock going? Has it improved? Yes. Will it improve more with the China mobile deal? Yes. Did it suffer from supply constraints? Yes. Are all the other parts of Nokia business now successful? Yes. Is the re-structuring starting to take effect and improve margins? Yes.

    Seems to me this Jeff Kvaal is taking the easy way out by commenting on what's already history, not what's coming down the road.

    Long NOK
    Jan 14, 2013. 03:03 PM | Likes Like |Link to Comment
  • Nokia (NOK -2.7%) ticks lower following a downgrade to Underweight from Barclays' Jeff Kvaal: he argues "neither Lumia nor Windows Phone has reached critical mass," and claims "CES checks showed few signs WP8’s promise is converting to sustained demand." Moreover, Kvaal believes Nokia, which expects to report 4.4M Lumia sales for a supply-constrained Q4, will need to sell 10M-12M Lumias/quarter for its Smart Devices ops to break even, assuming a €225 ASP, 20% gross margin, and €2B in opex. (April downgrade[View news story]
    Goodbye is one word stupid - Unless of course you meant that Nokia is a good buy in which case you spelt both versions wrong but I do agree with you.
    Jan 14, 2013. 02:58 PM | 2 Likes Like |Link to Comment
  • Nokia (NOK) soars 20% premarket on Q4 guidance, saying it "exceeded expectations and achieved underlying profitability." Both phones and Nokia Siemens Networks results are better than expected. (PR[View news story]
    Did anyone tell Tristan Louis or Forbes about the good news?
    Jan 10, 2013. 02:33 PM | 1 Like Like |Link to Comment
  • For Nokia Earnings, Don't Expect Surprises Based On Handsets [View article]
    Strange that the 3 most top-rated phones on Amazon are all Lumia 920's - Just saying that it seems to contradict what Sal is posting here.
    http://amzn.to/InNa3U
    Jan 8, 2013. 03:43 PM | 6 Likes Like |Link to Comment
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