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OldWarrior

OldWarrior
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  • Nokia Has Strong Growth Prospects In The Next 6 Months [View article]
    When I first posted, it was only a couple hours after publication, but I was not seeing any replies yet. Now that I see your active interest in your work, I am a "Follower" Keep up the work, and I look forward to further work.
    Personally I am glad that you concentrated more on the OS rather than rehashing the NSN,HERE etc parts of Nokia, as there is nothing new to report there right now. Most of us know about the purchase. Where my interest is, is how well Nokia's phones will stack up against AAPL's new releases. I would also like to hear more about Nokia presumably releasing an RT Tablet, despite MSFT's complete disaster of selling theirs. This may well be some food for a next article. Just my thoughts.
    Good start.
    Aug 30 10:36 PM | 1 Like Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    What I should have said was motivated workers, not be Anglocentric. My apologies. However, the US is a very mobile workforce, as opposed to most underdeveloped countries, so what I was trying to say is that in the US, dissatisfied workers are quick to "vote with their feet". As an 18 year old, I was a welder in a factory before the military, and yes, on an assembly line, it is most often working to live and it can be pretty tough on HR. However, most of my career was in the Medical field, so Life/Death was all of our overriding "Prisms". You were the one who referred to "Professionals" so that was the group I was addressing. If not respected for their knowledge and skill, they will seek an employer who will. People who are "Professionals" seldom blindly take orders that they strongly disagree with unless they are at least heard in my experience. They have invested heavily in their education and training, and a good leader communicates rather than issues commands.
    Aug 30 12:18 AM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    Often people have to sell shares in order to raise funds to exercise options. or they sell the options, Either way, they gain money in the end. What impresses me is if they buy shares on the open market, or often I see them sell half the awarded shares, but hold half. I look at shares held before and after all the maneuvering, and guesstimate if they are unloading a dog, or acquiring at the end.
    Aug 29 11:54 PM | Likes Like |Link to Comment
  • Nokia Has Strong Growth Prospects In The Next 6 Months [View article]
    @Eagle View
    Yes please post some links to your research, I would love to not have to wade through the web to get there (I'm probably being lazy).
    @Adrian
    While a neat concise article, I personally would have said something like "Nokia sold 7.4 million phones last quarter.." rather than saying "At the moment Nokia (NOK) is selling 7.4 million Lumia phones per quarter,..." simply because Nokia sales of Lumias is quickly growing, and they <IMO> may break the 10 million level quite easily in Q3. Just me nitpicking so no big deal, but if you are pointing out prospects, it might help your argument to research their sales just a bit.
    I have been long NOK since $2.70US so the data, while not new to me, may help others just getting into NOK. As was said before, I like your focus on the OS. A few upgrades (Minor ones) have been released including one in the last week or so making WP GMail compatible. This was a big move as Google refused to do anything to help port GMail protocols to WP. Google is being very petty in non-cooperation with (MSFT), even to the point of requiring WP to only access YouTube with a HTML5 program, which no one else is required to do, not AAPL, nor even themselves.
    I do hope you come back to comment on remarks as I have seen some "Authors" with like 9 articles and 13 comments, they write and run.
    Aug 29 11:24 PM | 3 Likes Like |Link to Comment
  • Nokia Falls Victim To Politics In China [View article]
    I agree shengwong.
    Instead of using NSN's top tech gear, install older generation stuff that China has already stolen.
    Aug 29 03:10 AM | 1 Like Like |Link to Comment
  • Nokia Falls Victim To Politics In China [View article]
    IMO NOK failed to "Grease the right palms". Perhaps they didn't promise to hire enough "Locals". NOK should IMO announce plans to open another VN factory, There has never been any love lost between VN and China. In fact, right after they unified Viet Nam, the Chinese invaded NVN and took 3 northern provinces. The Vietnamese tore up the invaders rather badly and sent them packing. A new deal with VN would signal the movement of production out of China to an even cheaper workforce, and might convince China to be a tad more generous. Does NOK have the influence to affect China? Apparently not ATM, but it would be interesting anyway.
    Aug 29 03:02 AM | 1 Like Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    You still don't get it Alex. Did you go through US schools other than college? US workers, when motivated are the most creative and productive you can find. However, if mistreated they will vote with their feet. I was the highest revenue generating employee in my company until we were bought out by "Bean Counter' types. I left, started my own company, and within 2 years had 65% of my old company's clients (this after a 1 year no-compete clause).
    "When I was younger, I would have a hard time accepting that but as I have aged I am much more sanguine about it."
    Meaning as you aged, you lost the fire in your belly to not settle for anything but the BEST. This is not an attack or a criticism, I point it out only to show you our differences. What you call "Kindergarten" behavior does exist, but not if you pick your people carefully and work as a TEAM. I learned Teamwork as a Life/Death necessity in Combat, and never forgot it. If you clearly communicate what a person's job is, and help them with things beyond their control, there is no need to hand down unpopular decisions, the Team knows ahead of time what will happen as they are in the Communication Loop.
    Aug 28 10:59 PM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    @Billy22
    Thanks, what I learned, I learned by seeing it from the bottom up for a while. My rules of management:
    1. Management's main purpose is to hire good people, then clear any hurdles they face that prevent them from doing their job. (Example of failure is hiring top quality people, then giving them "less than State of the Art" equipment)
    2. All problems eventually fall into one of the 3 "C.s" Competency, Control, and Communication. Control is usually someone over-controlling, under-controlling, or trying to control something outside their area of responsibility. The other 2 speak for themselves.
    Look around at your workplace and see where things fit,
    In AAPL's case, rather than solving their own photography problems, they went out and apparently bought technology that they were not willing or able to do themselves. Tiny Nokia with it's ~$15B market cap solved it themselves. Now AAPL will take a year to integrate it because they have to set up endless committees. It looks like they will be doing 2 major projects this year, and 1 minor. Tablet and 5S big, 5C just a downgraded 5. Where was the Spring Tablet? They blew the "Back to School" season, and for Christmas we'll be seeing new products from just about everyone. I have changed my optimism for Apple's SP to not break $550 in 2013. There was a recent pop that has now broken below $500 US. I expect a smallish September Pop on the product announcement, but no real movement until the products hit the market and sales numbers come in. Absent a Corporate movement such as a new Team, a Dividend increase, what have you. It's going to be a slow ride. OK for long term investors, but no place to Trade. I sure hope I am wrong. I have a lot of money in ~$400-$430.
    Aug 28 10:41 PM | Likes Like |Link to Comment
  • Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
    There has been a lot of talk about Stephen Elop becoming the next CEO of Microsoft.
    What do you all see as the ramifications of this?
    Will MSFT then just buy NOK outright?
    Will NOK's board ask an outrageous price to block it?
    Who might be in line for NOK CEO post Elop?
    If Elop leaves, what happens to NOK SP?
    Lastly, forgetting the above, given further downgrades of NOK debt and it's falling SP, How low can we expect it to go before it stabilizes? In my opinion, anything below $3.90 US is a nice BUY signal. Will it get there?
    Aug 28 09:47 PM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    It should be on theregister.uk somewhere, but they put out tons of articles. may take a few days.
    Aug 28 07:26 AM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    Links please?
    Aug 28 07:17 AM | Likes Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    Per R&D, AAPL had spent only 500 million in the first 3/4 of 2012, and only 700 million 3/4 through this year. Even little Nokia spent almost 2B on R&D last year. Don't try to tell me that AAPL with it's huge hoard of cash is "Spending a bundle on R&D" AAPL should be spending at least 2x what they are and getting products out. These numbers are embarrassing for a company with est $145B in cash.
    Three Months Ended Nine Months Ended
    June 29,
    2013 245 June 30, 708
    2012 172 June 29, 500
    Aug 26 08:35 PM | Likes Like |Link to Comment
  • Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
    Buying Nokia would keep that money overseas as well, thus avoiding taxes on all except the ADR's if that. I have no clue how that would work.
    Aug 26 08:08 PM | 1 Like Like |Link to Comment
  • How Perception Impacts Investment Results: The Case For Apple And IBM [View article]
    I have seen pictures of the Gold iPhone. It will sell huge as it will be distinctive "Apple" from like across the street. I'll post the link if I haven't lost it.
    Aug 26 08:04 PM | Likes Like |Link to Comment
  • Nokia Should Show Further Upside As Microsoft Upgrades Windows [View article]
    I agree, If AT&T had better reception out here in the Desert, I would get 1020 with them, but if I can buy an unlocked, and use it on Verizon, I might do that, and see if I can do something with my 928. Maybe get it unlocked. It would cost a bundle though as I probably would have to buy overseas to get a 1020 unlocked.
    The 1020 32 gig?
    Aug 26 08:01 PM | Likes Like |Link to Comment
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