Is There An Easy Solution To Nokia's Problems? [View article]
@ Mathias Holmstrom
It seems your analyses is largely based on a survey of investment group MKM. This group, and hedge funds in general, are not quite known as reliable source for objective and fair recommendations. Can you back up this survey with independent other sources?
Is There An Easy Solution To Nokia's Problems? [View article]
@ Mathias
You don't believe Nokia will regain its lost market share. Therefor you think the stock will stay between $3 and $4.
You make a fast corner here. If Nokia would regain its lost market share, it probably would be back at $ 60+ levels. However, in order to show significant growth in share price, Nokia does not need to chase its lost market share. The most important thing Nokia needs to do, is start showing profits with D&S (its phone division). For Q2 Nokia expects to report more than 27% increase of its Lumia sales. So, to me it seems very likely underlying profits in D&S will start becoming net profits already this year.
Furthermore, as already mentioned by other readers, you forgot Asha, NSN and HERE. All important contributors to Nokia's market value, all showing huge growth potential.
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
@ Jacob
My point also.
It could be, that sponsors of SA, have interest in Nokia going down.
Take a look at the banner at the left. Could it be that Credit Suisse seems to be short on NOK. That is why your articles are being criticized, while this article of Stock Saints is approved.
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
@ Kurt Windibank
Remarkable, I feel exactly the opposite way. I have used the BB10 for a while, and while it has some nice swiping, it still has an static icon UI which looks old fashioned compared to my already 16 months old Lumia 800.
As the smallest player of the big four, I am afraid BBRY shall not be able to keep pace with new technologies and its competitors. Its only selling point is a so called more secure QNX OS (which superior security I never saw proven). In time Blackberry released 3 new phones, Nokia released 10 Lumia WP8 phones, 6 Asha phones and 1 Pureview 808. In this time Microsoft developed WP7 and WP8 while Blackberry still did not release its BB10. Now Microsoft and Nokia are already testing its next iteration of WP.
Microsoft is already cooperating with the best partner it could wish for. As a bonus it gets HERE maps almost for free. There is absolutely no incentive for Microsoft to acquire Blackberry, certainly not at current price levels.
As far as my experience with "http://www.thestreet.com" goes, this is one of the most biased Wall Street press which only seems to be publishing to serve the interests of some Wall Street hedge funds.
"There are only four sources of high-quality maps," Google, Waze, Navteq, and TomTom (TMOAF.PK),says Rolfe Winkler, and given Facebook's rumored $1B acquisition of Waze, TomTom may become an attractive takeover target for the likes of Apple (AAPL) and others who, while able to drive a hard bargain on map licensing fees, may prefer to bid for the Netherlands-based company rather than worry that a rival will acquire it. TomTom trades at an EV/EBITDA ratio of just 6x. (From December: Rabobank puts AAPL/TomTom odds at 30%) [View news story]
@ bmwrt1200c
As I understand, Garmin is using maps from Nokia (Navteq).
Nokia Lumia 925: Disappointed? - Not Really [View article]
@ WhatdoIknow1
The world is bigger than the USA, ATT, Verizon and T-Mobile. The 925 is mainly meant for the rest of the world. It certainly gives more choice to people (e.g. corporate consumers) who like Nokia and WP, but are a bit doubtful about the bright colors or weight of the 920.
So Was That Blockbuster Or Lackluster? 11 Key Takeaways From The Nokia Lumia 925 Event [View article]
I don't think the presentation was bad. I think consumers and press are starting to get a bit tired of those actors presenting a product in Broadway style, lacking any real passion for the products being showcased.
It might not have been that smooth, fast and lean, but it certainly was with genuine pride.
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]
@ DVL,
Since you manifest yourself as a prophet of profits, I would like to understand how a portfolio, which is getting stronger by adding more variety in flagship devices, won't add to profits and market share. Please enlighten.
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]
@ DVL
Trying to convince yourself. Shouting out loud Samsung has NOTHING to worry about.... :)
With the 925 and 928 Nokia clearly targeted the corporate side of consumers. Today Nokia's product portfolio only got stronger.
Is There An Easy Solution To Nokia's Problems? [View article]
It seems your analyses is largely based on a survey of investment group MKM. This group, and hedge funds in general, are not quite known as reliable source for objective and fair recommendations.
Can you back up this survey with independent other sources?
Is There An Easy Solution To Nokia's Problems? [View article]
You don't believe Nokia will regain its lost market share.
Therefor you think the stock will stay between $3 and $4.
You make a fast corner here.
If Nokia would regain its lost market share, it probably would be back at $ 60+ levels.
However, in order to show significant growth in share price, Nokia does not need to chase its lost market share. The most important thing Nokia needs to do, is start showing profits with D&S (its phone division).
For Q2 Nokia expects to report more than 27% increase of its Lumia sales. So, to me it seems very likely underlying profits in D&S will start becoming net profits already this year.
Furthermore, as already mentioned by other readers, you forgot Asha, NSN and HERE. All important contributors to Nokia's market value, all showing huge growth potential.
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
I don't understand what you are complaining about. I did the first test you described on my Lumia 800. It works flawlessly.
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
Last earnings report showed about 4.6 billion EUR net cash.
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
Didn't your mom tell you that its very rude to give unwanted advice?
I agree with Jacob. You are copying your content from other sites.
http://bit.ly/107aLgq
Jacob isn't whining. He is asking sincere questions about the integrity of SA.
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
My point also.
It could be, that sponsors of SA, have interest in Nokia going down.
Take a look at the banner at the left. Could it be that Credit Suisse seems to be short on NOK. That is why your articles are being criticized, while this article of Stock Saints is approved.
Remarkable.
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
".. taking a position in a stock is about the possibility of profit against loss .. ".
Wow!
Thanks man.
Now that's what I call enlightening the path for all those fan boys/ girls.
What else did you say???
PS. Sorry, but next time it would be interesting to just read something meaning full about your technical and fundamental analysis on Nokia.
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
Remarkable, I feel exactly the opposite way. I have used the BB10 for a while, and while it has some nice swiping, it still has an static icon UI which looks old fashioned compared to my already 16 months old Lumia 800.
As the smallest player of the big four, I am afraid BBRY shall not be able to keep pace with new technologies and its competitors. Its only selling point is a so called more secure QNX OS (which superior security I never saw proven). In time Blackberry released 3 new phones, Nokia released 10 Lumia WP8 phones, 6 Asha phones and 1 Pureview 808. In this time Microsoft developed WP7 and WP8 while Blackberry still did not release its BB10. Now Microsoft and Nokia are already testing its next iteration of WP.
Microsoft is already cooperating with the best partner it could wish for. As a bonus it gets HERE maps almost for free. There is absolutely no incentive for Microsoft to acquire Blackberry, certainly not at current price levels.
Dump Nokia's Sad Ringtone, Buy BlackBerry [View article]
http://bit.ly/107aLgq
As far as my experience with "http://www.thestreet.com" goes, this is one of the most biased Wall Street press which only seems to be publishing to serve the interests of some Wall Street hedge funds.
"There are only four sources of high-quality maps," Google, Waze, Navteq, and TomTom (TMOAF.PK), says Rolfe Winkler, and given Facebook's rumored $1B acquisition of Waze, TomTom may become an attractive takeover target for the likes of Apple (AAPL) and others who, while able to drive a hard bargain on map licensing fees, may prefer to bid for the Netherlands-based company rather than worry that a rival will acquire it. TomTom trades at an EV/EBITDA ratio of just 6x. (From December: Rabobank puts AAPL/TomTom odds at 30%) [View news story]
As I understand, Garmin is using maps from Nokia (Navteq).
Nokia Lumia 925: Disappointed? - Not Really [View article]
The world is bigger than the USA, ATT, Verizon and T-Mobile. The 925 is mainly meant for the rest of the world. It certainly gives more choice to people (e.g. corporate consumers) who like Nokia and WP, but are a bit doubtful about the bright colors or weight of the 920.
So Was That Blockbuster Or Lackluster? 11 Key Takeaways From The Nokia Lumia 925 Event [View article]
I think consumers and press are starting to get a bit tired of those actors presenting a product in Broadway style, lacking any real passion for the products being showcased.
It might not have been that smooth, fast and lean, but it certainly was with genuine pride.
btw. Abu, great 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]
Since you manifest yourself as a prophet of profits, I would like to understand how a portfolio, which is getting stronger by adding more variety in flagship devices, won't add to profits and market share.
Please enlighten.
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]
Trying to convince yourself.
Shouting out loud Samsung has NOTHING to worry about.... :)
With the 925 and 928 Nokia clearly targeted the corporate side of consumers. Today Nokia's product portfolio only got stronger.
Nokia's About To Have A Blockbuster Week [View article]
Designwise it looks more like an aluminium upgrade of the 820.
http://bit.ly/126PQwy