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  • Nokia Is the Smart(phone) Bet - Barron's [View article]
    Although I agree that the actual public announcement was a surprise, it should NOT have been assumed that Nokia was invulnerable to the slowdowns in EMEA, APAC. Nokia is the market share leader (over 40%) an as a result, will be directly affected. The stock should not have fallen so much given that it was already off 40% from its highs, trading at a trough multiple despite having ROE > 45% last year.
    The smartphone market offers upside to all handset providers (watch out for their new E71)!
    Sep 08 11:54 am |Rating: 0 0 |Link to Comment
  • Nokia Is the Smart(phone) Bet - Barron's [View article]
    Although I agree that the actual public announcement was a surprise, it should NOT have been assumed that Nokia was invulnerable to the slowdowns in EMEA, APAC. Nokia is the market share leader (over 40%) an as a result, will be directly affected. The stock should not have fallen so much given that it was already off 40% from its highs, trading at a trough multiple despite having ROE > 45% last year.
    The smartphone market offers upside to all handset providers (watch out for their new E71)!
    Sep 08 11:54 am |Rating: 0 0 |Link to Comment
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