Following Apple's retail lead again, Microsoft (MSFT -0.9%) is opening 600 "Windows Stores" with 1.5K-2.2K sq. feet of real estate inside of Best Buy (BBY +0.6%) outlets, and another 100 within Canadian electronics chain Future Shop's stores. Like Microsoft's own retail outlets, both Microsoft and OEM partner hardware will be shown off. Also: Microsoft is set to launch an ad campaign that will simultaneously promote Windows 8 and Windows Phone, and the well-plugged-in Mary-Jo Foley reports hearing Microsoft's restructuring could yield "two leaders for each of its new business segments" (for example, a consumer head and a business head for the Services unit). [View news story]
Everyone shops at best buy, they just go back home and actually purchase the products online for less money.
Nokia Will See No More Mercy From Apple [View article]
Apple already sells cheaper phones. They have always continued production of their older models. We'll see if they actually come out with a sub $200 phone that actually runs on their most up to date OS, but until then this article is far fetched.
Are Nokia's Supply Issues Temporary? [View article]
Most of the stores sold out of the 521 are not traditional smart phone retailers (walmart/hsn). The problem could lie with those stores simply not ordering enough phones, not Nokia failing to supply them. I dont expect to see a repeat of low sales numbers for the 520/521 like the 920.
How Nokia Can Regain Its Competitive Edge [View article]
The extra weight over Samsung is from wireless charging, a larger camera unit, and a high quality plastic case. These are also the best features that also differentiate the product. The 925 has been released with aluminum and no built int wireless charging for those that want a thinner and lighter 920.
Buy Rubicon Ahead Of Cyclical And Secular Upturn [View article]
UNXL doesn't make glass screens. I'm guessing you're talking about UNXL's Diamond Guard, which is a polymer film that you place over glass. Diamond Guard has been on the market for awhile and has pretty well known capabilities, they're just nothing particularly special. I suppose they would be unnecessary with a sapphire screen, but these two products aren't really in the same market.
If you're talking about UniBoss, then you really need to do some research. UniBoss is a conductive mesh sensor on film substrate that has potential in the touch screen market among others, that is again placed on the screen, but isn't the screen itself. I don't see why UniBoss technology couldn't be used with a sapphire screen. Again, not the same market.
I could only imagine you had to try to squeeze something negative in about unxl given you're long puts. I hope this isn't your bear thesis.
This isn't politics where people are arguing over beliefs and philosophy. UNXL can be held not only financially, but criminally liable by shareholders if they put misleading/false pictures (which corroborate their official statements) on their website. It would be much, much more difficult to prosecute Seth for doing the same about a company in which he doesn't work.
This on it's own lends much more credibility to UNXL, on top of the higher quality camera and scientific method they used to take the pictures.
How A Beer Game Explains Nokia's Supply Chain [View article]
Very fascinating article. I'd also like to add, at least in regards to the US 521, the vendors that have been sold out are non-traditional smartphone vendors. HSN, Walmart, and Best Buy don't sell many phones. There's much more risk for them to have a large inventory because it's more difficult for them to sell it. They also had the first shipments, even before TMobile did even though the phones are for their network (don't really understand this), so all of the initial demand hit these non-traditional vendors first. I don't believe TMobile themselves have sold out yet because they probably put in a much larger initial order and additional orders when they saw the demand the retailers were getting.
Nokia's (NOK -2.6%) is likely to issue a Q2 warning in the next few weeks, writes RBC in a note that's pressuring shares. In addition to tough smartphone competition, the firm is worried about declining feature phone sales. Nokia's feature phone unit shipments fell 21% Y/Y in Q1 thanks to Android's low-end momentum, and its feature phone ASP fell 10% Q/Q and 15% Y/Y to just €28 ($36). [View news story]
Kodak Doesn't Think Much Of UniBoss, So Why Should You? [View article]
Would it be appropriate for a company in bankrupty to report future revenue when no major orders have yet been made? Further, it is against their interest as they are trying to take the company private, and they aren't required to report what is still speculative earnings.
Can we expect a new article from you when they do file an 8-K?
Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. [View news story]
It's an internal development codename. Eos is probably a play on the quality of the canon dslr as the phones main feature is photography, but it'll never be officially branded or marketed under that name. Much like the Lumia 928 was codenamed "Laser", 925 "Catwalk", etc, this will probably be named the 930 or 950 or something.
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
The numbers this quarter are going to be extremely impressive for Nokia and WP8. Look at market share shifts towards the 520/521, the numbers have to be extremely impressive. The ASP and margins won't be as good as BB, but the 928 and 925 will help out some. I don't think ASP, margins, or even profit matter so much for Nokia's share price as proving WP8 can sell. The 520 is going to do this, and it's doing it right now, this very quarter.
The Lumia 925 (NOK) is officially revealed. Thanks to its aluminum frame, it's ~50g lighter than the 920, and ~30g lighter than the 928. Otherwise, the specs resemble the 928's: a 4.5," 1280x768, OLED display, a dual-core, 1.5 GHz., Qualcomm (QCOM) processor, and an 8.7MP camera with optical image stabilization. There's no xenon flash, but there is an advanced camera app that leverages Scalado. Nokia will be charging a steep unsubsidized price of €469 ($609) when the 925 hits China and Europe this June. But T-Mobile USA (TMUS) is expected to sell it for less than $100 subsidized. Shares -5%. Were investors expecting a 41MP sensor PureView phone? [View news story]
Tradeoff for the improved weight and aluminum is no wireless charging. People expecting a 41MP announcement were foolish. Why would they announce two flagships coming out only months apart? People wanting a windows phone would just wait, or make others feel like they're not actually buying a top of the line phone.
Any phablet won't happen until after WP8 is updated this fall to support 1080p.
A tablet probably won't happen until Nokia is in a position to take bigger risks.
Following Apple's retail lead again, Microsoft (MSFT -0.9%) is opening 600 "Windows Stores" with 1.5K-2.2K sq. feet of real estate inside of Best Buy (BBY +0.6%) outlets, and another 100 within Canadian electronics chain Future Shop's stores. Like Microsoft's own retail outlets, both Microsoft and OEM partner hardware will be shown off. Also: Microsoft is set to launch an ad campaign that will simultaneously promote Windows 8 and Windows Phone, and the well-plugged-in Mary-Jo Foley reports hearing Microsoft's restructuring could yield "two leaders for each of its new business segments" (for example, a consumer head and a business head for the Services unit). [View news story]
Nokia Will See No More Mercy From Apple [View article]
Are Nokia's Supply Issues Temporary? [View article]
How Nokia Can Regain Its Competitive Edge [View article]
Buy Rubicon Ahead Of Cyclical And Secular Upturn [View article]
If you're talking about UniBoss, then you really need to do some research. UniBoss is a conductive mesh sensor on film substrate that has potential in the touch screen market among others, that is again placed on the screen, but isn't the screen itself. I don't see why UniBoss technology couldn't be used with a sapphire screen. Again, not the same market.
I could only imagine you had to try to squeeze something negative in about unxl given you're long puts. I hope this isn't your bear thesis.
Uni-Pixel Is Following The Script [View article]
This on it's own lends much more credibility to UNXL, on top of the higher quality camera and scientific method they used to take the pictures.
Uni-Pixel Is Following The Script [View article]
How A Beer Game Explains Nokia's Supply Chain [View article]
Nokia's (NOK -2.6%) is likely to issue a Q2 warning in the next few weeks, writes RBC in a note that's pressuring shares. In addition to tough smartphone competition, the firm is worried about declining feature phone sales. Nokia's feature phone unit shipments fell 21% Y/Y in Q1 thanks to Android's low-end momentum, and its feature phone ASP fell 10% Q/Q and 15% Y/Y to just €28 ($36). [View news story]
Nokia: You Ain't Seen Nothing Yet [View article]
5 Stock Predictions For This Week [View article]
Kodak Doesn't Think Much Of UniBoss, So Why Should You? [View article]
Can we expect a new article from you when they do file an 8-K?
Nokia's (NOK) rumored 41MP sensor Lumia phone, codenamed EOS, will have a polycarbonate body and a display similar to that of the Lumia 920 (4.5," 1280x768 display), a source tells WMPoweruser. The source adds the phone will be lighter than the 920, that its thickness will be on par, and that its camera will sport a xenon flash and a lens cover "that opens when the camera app is started." A new camera app is also said to be on board. The Verge reported in January AT&T will sell the phone; considering T-Mobile is selling the 925, there's some logic to that. [View news story]
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
The Lumia 925 (NOK) is officially revealed. Thanks to its aluminum frame, it's ~50g lighter than the 920, and ~30g lighter than the 928. Otherwise, the specs resemble the 928's: a 4.5," 1280x768, OLED display, a dual-core, 1.5 GHz., Qualcomm (QCOM) processor, and an 8.7MP camera with optical image stabilization. There's no xenon flash, but there is an advanced camera app that leverages Scalado. Nokia will be charging a steep unsubsidized price of €469 ($609) when the 925 hits China and Europe this June. But T-Mobile USA (TMUS) is expected to sell it for less than $100 subsidized. Shares -5%. Were investors expecting a 41MP sensor PureView phone? [View news story]
Any phablet won't happen until after WP8 is updated this fall to support 1080p.
A tablet probably won't happen until Nokia is in a position to take bigger risks.