mr wonder

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  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    What kind of chips do you mean?
    The iPhone is running a different cpu (their own A6 chip).
    The HTC x8 uses the same cpu (snapdragon) as the Lumia 920.
    Nov 30, 2012. 04:20 PM | Likes Like |Link to Comment
  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    Not that it matters much at a total scale of sales.... but, as a rather neutral country preorders of the Lumia 920 in the Netherlands are equal or even exceeding those of the iPhone 5.

    (for those who speak Dutch ;) )
    http://bit.ly/TqL9cr
    Nov 30, 2012. 10:49 AM | 3 Likes Like |Link to Comment
  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    When Goldman Sachs recommendate a buy on RIMM.... what would this mean.
    Nov 30, 2012. 10:27 AM | 1 Like Like |Link to Comment
  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    @ Dennis Baker
    $ 689,- for a black Lumia 920
    http://amzn.to/11q7MD4

    Not exaclty a discount.
    Nov 30, 2012. 10:22 AM | Likes Like |Link to Comment
  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    When big investment banks recommendate to sell, they are only interested buying big themselves and visa versa.

    http://bit.ly/Yexk8p

    5 December Nokia launches Lumia 920 on China Mobile. :)

    PS. It is sad those misleading recommendation get adopted by the press so easily.
    Nov 30, 2012. 09:35 AM | Likes Like |Link to Comment
  • 4 Reasons To Sell Nokia Shares Into The Recent Surge  [View article]
    Dream on my friend! This stock won't sink significantly more than it did today. The fundamentals and Lumia estimates (approx 2.5 milion untill today) are already exceeding Q4 expectations.

    Yesterday Golman Sachs hired some so called analysts creating negative sentiment. Tomorrow first analysts are already giving buy ratings and we are up again.

    PS. Who do you think Goldman is earning (stealing) money from? From you. As a private investor/ trader you are trading agains manupulative investment banks like Goldman Sachs, who have super computers testing support and resistance levels, selling or buying heavily before you even blink an eye. Better stay long and go out when you need the money.

    Thing is, Nokia shows very strong signs of life.
    Nov 27, 2012. 06:58 PM | 1 Like Like |Link to Comment
  • Claiming its BlackBerrys "have been failing both at inopportune times and at an unacceptable rate," the NTSB says it looking to abandon Research In Motion's (RIMM) hardware for iPhones (AAPL). That makes the NTSB the latest in a string of government organizations to either fully end its BlackBerry use or give employees the option to use alternatives. RIM, which just received FIPS 140-2 security clearance for BlackBerry 10, says it has 1M government customers in North America.  [View news story]
    Well, taxpayers as well as users are better off when choosing the Windows Phone 8 platform. Much fairly priced than Apple, 100% xompatible with all their windows software/ mainframes and simply the best and most fun to use OS out there.
    Nov 21, 2012. 09:30 AM | Likes Like |Link to Comment
  • Will Microsoft Lose Its Grip Of The PC Market?  [View article]
    1. Smartphones, laptops, ultra-books, surface tablets, smartphones are all allowed to carry the name of pc's.
    2. Microsoft certainly is on the right path when it combines one OS for all PC's. This has many advantages regarding compatibility and synchronization between all afore mentioned devices. Since all are based on the same kernel, writing apps running on all devices will be much easier.
    3. None of the excisting OS-es managed to gain significant market adoption in 1 year. Let stand in 1 month, the period of which W8 is released. Still there are some fortune tellers saying W8 is a flop.
    Nov 20, 2012. 11:51 AM | Likes Like |Link to Comment
  • Research In Motion: Don't Jump On The BB10 Bandwagon Yet  [View article]
    I like "come back stories" , but I dont see how RIM is going to convince consumers.

    1. In what way is BB10 better than WP8, iOS or Android?
    Those operating systems, have giant ecosystems with litterly tons of apps and other linked products (tablets, pc's, game consoles, software, mapping services, etc).

    2. What technological inventions does RIM has to offer? Take a look at Nokia. It has between 30.000 and 40.000 patents, unique technologies like pureview, super sensitive touche screens, wireless charging, appealing designs, unique Nokia apps and mapping services? Nokia uses WP8, which is fully compatible with the new W8 tablets and pc's. Still they have a hard fight against the likes of Android and Apple.

    How is RIM going to fight itself back?
    Nov 15, 2012. 05:23 AM | Likes Like |Link to Comment
  • Nokia: A Speculative Play - Not An Investment  [View article]
    @ Techy46. Even better. The "modest" did apply on the supply side (manufacturing) of the market.
    Nov 13, 2012. 07:14 PM | Likes Like |Link to Comment
  • Nokia: A Speculative Play - Not An Investment  [View article]
    @Matthew. You looked wrong. NSN had a Operating Margin of 9.2% non-IFRS. L&C posted a operating margin of 14% non-IFRS. Nokia Group made an operating profit of 1.08% non-IFRS. The losses reported are due to huge and non recurring restructuring costs, depreciations and ammortisations.
    Nov 13, 2012. 07:11 PM | Likes Like |Link to Comment
  • Nokia: A Speculative Play - Not An Investment  [View article]
    That cushion is called "assets", like its patents, NSN and L&C (Nokia Maps). You also might want to call this the floor. Nokia does not need a cushion. The price of Nokia is that cheap that it is already lying on the floor, determined as an extemely modest determined book value.
    Nov 13, 2012. 07:04 PM | 1 Like Like |Link to Comment
  • Is Nokia A Value Buy At $2.65?  [View article]
    I think you are completely wrong.
    The new budget friendly Lumia 510 offers better build quality than any Chinese manufacturer is able to offer.
    People are recognising Nokia's superior crafted smartphones more and more every day.
    Nov 13, 2012. 06:49 PM | 4 Likes Like |Link to Comment
  • Is Nokia A Value Buy At $2.65?  [View article]
    @ Shompa:
    As usual. You are trolling around. All the things you say are possible on Windows/ Windows phone and even more. There is one difference though. Using Windows, you are free to choose your hardware. You dont get entrapped in a extremely overpriced ecosystem like that of Apple and obligated to choose out of overpriced Apple hardware only.
    Nov 13, 2012. 06:12 PM | 5 Likes Like |Link to Comment
  • Nokia: Multiple Reasons To Buy This Stock Now  [View article]
    @ shompa. Most of those 100k dont work for D&S. Most of Nokia's workforce is within NSN and L&C. Furthermore there is enough R&D in D&S (pureview, screen technology, wireless charging, NFC). Did you ever hear about high quality Nokia apps, like Nokia drive, Nokia transport, Nokia citylense, Nokia music?
    That being said, you are right that Nokia has to keep on developping new technologies and products. But that is why it is called a tech company.
    Nov 8, 2012. 01:38 PM | 1 Like Like |Link to Comment
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