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mepa84

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  • China Mobile hands out $3.2B worth of 4G orders [View news story]
    'The building of China Mobile's 4G network should help pave the way for the mobile carrier, which has over 700M customers, to finally strike a deal with Apple (http://bit.ly/pFSoX2), whose upcoming devices are expected to support the operator's 4G TD-LTE technology'

    SA editor please do your homework before writing. China Mobile's TD-LTE network is running for more than one year and Samsung and others are selling many such phones. The only reason that deprived Apple from making a deal with this carrier is its arrogance, which eventually will ruin this giant.
    Aug 23 01:34 PM | 3 Likes Like |Link to Comment
  • Nokia 1020 Channel Checks [View article]
    Thank you very much for your survey and solid article.
    Please keep in mind that L1020 is a phone for mostly technical savvy people who usually do their shopping online. People who shop at AT&T stores are usually not placed in this category. In other words, grandmas and housewives who form the majority of these stores’ traffic do not need such camera. In addition, online shoppers do their homework by looking around and most likely buy from Walmart and Amazon, saving $50 discount and tens of dollars of sales tax.
    Aug 23 12:36 PM | 2 Likes Like |Link to Comment
  • Nokia: Analysts Are Upgrading Their Estimates [View article]
    @AH
    Actually Nokia wrote off $130M for these WP7 and Symbian components 3Q12. So, the money that is earned by selling them are free money to the company and in case WP7 sale becomes stagnant the company and its share should not be affected.
    Aug 20 02:56 PM | 6 Likes Like |Link to Comment
  • Nokia Attacks Competitors By Lowering Lumia Prices [View article]
    Davidoff,

    The things you are saying look to be your dream, NOT based on any facts. Stop dreaming and open your eyes. Lumia is taking markets of the developing countries one by one. Within one or two years a smartphone will not cost more than $300. At that time Apple and its investors will need somebody to bail it out.
    Aug 14 07:05 PM | 5 Likes Like |Link to Comment
  • Hope for Windows Phone in W. Europe, SE Asia? [View news story]
    AH,

    It probably means that in the last two weeks they have sold 1/5 of all sold smartphones sold in those markets, it looks clear from wordings. Common sense says in order to climb 16% in installed base from 4 to 20 percent in one month they should have sold all smartphones sold in tjose markets, most probably they even need to
    sell more than that.
    Aug 11 03:10 PM | Likes Like |Link to Comment
  • Hope for Windows Phone in W. Europe, SE Asia? [View news story]
    @ Andreas

    It seems things has significantly changed in US since introduction of L928, L521 and L520 in late May and June. I live in a town in New Mexico where Android is very popular and most of the people i talk with even are not awre of WP and Lumia. However, for the past few weeks I see many WPs in the hand o people, at least three for the past week.

    I checked a newly opened WalMart which is not very crowded and the salesman said they recieved twelve L521 last Monday where only one was left on thursday. A salesman in another WalMart told me that they call L521 flame as it flies off the shelves. He also said he sells a lot of L920.

    I have heard Lumias do much better in areas with more technical savvy people such as West and East coasts.
    Aug 11 02:07 PM | Likes Like |Link to Comment
  • Hope for Windows Phone in W. Europe, SE Asia? [View news story]
    On the contrary, systembolaget is a place where Swedes pay a lot of unfair taxes, for example, $1.5 per bottle of beer.

    I am happy that Andreas changed his name. Also, i like his comments which are very realistic, not like many fellow SA contributors who are used to draw a rosy picture of all type of news.
    Aug 11 01:54 PM | Likes Like |Link to Comment
  • Hope for Windows Phone in W. Europe, SE Asia? [View news story]
    @user 138....

    Thanks for the useful info. Please note that 20% of share in these countries mean that 20 percent of sold phones in the recent weeks, probably since July, were Lumias. On the other hand, these sold phones make up a small fraction of all phones in the hands of people or the installed base. Lumia phones probably have a 2-3 percent share of all smartphones in that region. In other words, you can only see 2 or 3 Lumia phones in the hand of 100 your fellow commuters.
    Aug 11 01:48 PM | Likes Like |Link to Comment
  • Is Nokia Still A Buy? [View article]
    Solucky,

    I have the same concerns as well. I am sitting on a lot of $NOK shares and call options. However, I convinced myself to keep my shares based on these reasons:

    1. Regarding Kantar, we know that WP8 grows mostly by L520/L521 excellent sale in India, China and even US, in particular in June, which is missing in this report.

    2. We know that NSN and Nokia group are not done with restructuring the cash burn can be very well related to those one-time costs.

    On the other hand, i am not very bullish regarding NSN deal as I think there could be a reason that Siemens was desperate to sell it with much lower price than expected and in future we will see which one of these companies decision was right.
    Jul 1 04:26 PM | Likes Like |Link to Comment
  • Why Chances Of BlackBerry Being Bought Out Just Dropped Dramatically And Nokia Buyout Chances Went Up [View article]
    Thanks for a very solid article.

    Any company which binds its destiny to the success of one or two products sooner or later will face such sharp falls. $APPL, 2014 or 2015?

    $NOK has smartphones in different price ranges, Asha series, feature phones such as recently launched 105, NSN, revenue from patents and maps, which make it less dependent on one single product.
    Jun 28 01:57 PM | 4 Likes Like |Link to Comment
  • Nokia (NOK +4.2%) rallies after the WSJ reports Siemens (SI -0.5%) is talking to P-E firms, including TPG, KKR, and Blackstone, to "gauge their interest" in buying its 50% stake in Nokia Siemens, and that Nokia itself is thinking of buying Siemens out (possibly with the help of Finnish sovereign wealth fund Solidium). Analysts have pegged the value of NSN, which has turned profitable following a huge restructuring, at above €7B ($9.4B) after factoring debt. Bloomberg reported in February Nokia and Siemens had "intensified talks" to end Siemens' involvement in NSN. [View news story]
    A question. If NSN is a great investment for Nokia and P-E firms and will grow nicely next year to become a cash cow why Siemens is desperate to sell it? Do they know something internally that the small investors don't?
    Jun 14 02:12 PM | Likes Like |Link to Comment
  • Nokia's Growing Threat To Apple And Samsung [View article]
    @ Solucky
    AdDuplex chooses some popular Apps and counts the number of downloads on 24th of each month. The data are always biased towards newer models as some of the old models are not in use anymore or has already installed the Apps or are not actively download Apps anymore. The easiest way to remove this bias is to consider that some percentage of the old models are not active as in my analysis I considered 2/3 of WP7xx are only counted in AdDuplex statistics.

    Some Nokia fan blogs used to use the total number of sold WP phones to figure out the number of sold new releases and their data were always biased. However, applying 2/3 factor for WP7xx could give us a more realistic picture.
    Jun 10 06:46 PM | Likes Like |Link to Comment
  • Nokia's Growing Threat To Apple And Samsung [View article]
    Systemet,

    4.4% of all WP phones out there which are used, not how many were sold in 1Q13 or 4Q12. From 4Q11 to 1Q13 Nokia alone has sold 19.5M WP phones

    1M+2M+4M+2.5M+4.4M+5.6M = 19.5M
    Still no confusion?
    Jun 10 06:29 PM | 1 Like Like |Link to Comment
  • Nokia's Growing Threat To Apple And Samsung [View article]
    @ Systemet,
    You are confusing WP and WP8. Total WP phones sold till the end of April are 10.4M as we can break it down to
    4Q12: (0.5*4.4M)/0.8 = 2.75M
    1Q13: (2/3 * 5.6)/0.8 = 4.65M
    April: (7.1M/3)/0.8 = 3M (assumed based on 7.1M Lumias for 2Q)
    We know that 20M WP7xx has been sold so far. Let’s assume 2/3 of all WP7xx phones are actively installing new Apps and are counted in AdDuplex survey. Then, we reach the number 13.3M +10.4M =23.7M. Now, 4.4% of 23.7M means 1.04M L520 for April alone.

    Now, for May 2013 we add another 3M to 23.3M and we get 26.3M WP and 9% of that means 2.37M which by subtracting 1.04M from it we get the figure 1.33M L520. It appears that either 7.1M Lumias for 2Q is very conservative or we will have a drop in ASP as the low price Lumias take more share of the pie. I have already bet on 9M Lumias this quarter.
    Jun 10 01:42 PM | 3 Likes Like |Link to Comment
  • Nokia's Growing Threat To Apple And Samsung [View article]
    @ easypickens,
    You probably mean 880 Thousands in May alone. How did you get this number?
    Jun 9 03:29 PM | 1 Like Like |Link to Comment
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