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mr wonder

mr wonder
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  • Intel - Investor Meeting Disappoints, No Growth In 2014 [View article]
    The PC market will never die, simply because mobile devices are no real alternative.
    Sooner or later demand for high performance CPU's will increase, as well in developed economies as in developing economies.
    Dec 3 10:16 AM | 4 Likes Like |Link to Comment
  • Intel: Thoughts On Capex, R&D, Segment Performance And Valuation [View article]
    So you sold all your shares. Why would you bother spending time bashing the stock without any real arguments? Shorting the stock?

    INTC pays the best dividend in the branch and has a bright future ahead since the future only needs more and more intelligent silicon.

    However, there is still room for much improvement. A.o., Brian Krzanich needs to cut Intels enourmous management structure and R&D expenditures need to be spend more efficient.
    Dec 2 12:00 PM | 6 Likes Like |Link to Comment
  • Intel: Should You Buy, Hold, Sell Or Short The Stock? [View article]
    @ author

    Basing investment decisions on GS ratings is the dumpest thing an investor can do. There are many examples of manipulating or simply misleading ratings of GS, which are only made public to serve the opposite interest of GS or their clients.

    Exaclty one year ago Goldman Sachs rated Nokia a big sell. At that time NOK was trading at EUR 2.50. Look at where they stand today.
    Exactly one year ago Goldman Sachs rated BBRY a strong buy with a price target of $ 16,-. Totday BBRY is trading around $6 and almost bankrupt.
    Nov 26 11:39 AM | 5 Likes Like |Link to Comment
  • Intel's Plight: Are There Any Positives? [View article]
    Last year GS rated Nokia a big sell when it was trading around EUR 2.50. Look where Nokia stand exactly one year later.
    Nov 25 05:25 PM | Likes Like |Link to Comment
  • Why I'm Underweighting Intel [View article]
    "f INTC outperforms over the next few quarters, I'll rethink. "
    Then you are just too late.
    Nov 24 05:26 PM | Likes Like |Link to Comment
  • Should You Follow The Windows Phone Growth Story From Nokia To Microsoft? [View article]
    Still the questions asked by Abu are not answered anywhere near.
    http://bit.ly/15Kk3bZ

    For the last three years NOK shareholders were bearing all the risks and losses, only to have MSFT run away with a division which now is at the verge of showing profits.
    Sep 17 06:55 PM | 5 Likes Like |Link to Comment
  • The Nokia Shorts Were Right All Along, And Fatally Wrong At The Same Time [View article]
    @ Wiesje

    Take a look at this article.
    http://bit.ly/1awQvQQ
    Sep 9 11:54 AM | 2 Likes Like |Link to Comment
  • The Nokia Shorts Were Right All Along, And Fatally Wrong At The Same Time [View article]
    @ Wiesje,

    Sorry, but you are still not presenting any figures/ facts to back up your bold statements.
    It is a fact by spreading that "burning platform" memo, Elop caused unnecessary damage to Symbian sales. I always gave Elope the benefit of doubt, but now there are way too much pieces falling together that he was mainly acting in favor of MSFT.

    Ofcourse, it may be more appealing to chat about your and mine positions and heroic trading results, but that's next to the case.
    Sep 9 03:57 AM | 1 Like Like |Link to Comment
  • The Nokia Shorts Were Right All Along, And Fatally Wrong At The Same Time [View article]
    @ Wiesje

    #1. Nokia wasn't going to collapse at all. As I said they had EUR 9bn in Current Assets end Q2/13.

    #2. MSFT did not give any penny for free and they did not keep Nokia afloat. After Elop severly damaged Nokia with its "leaked" burning memo, Nokia received a $ 250mil/ quarter platform support. Now we all know that this was just a masquerade to support Stephen Elop ridiculous decision for going all in on WP only (leaving other OS-es out of the question).

    #3. Siemens did not take all of the restructuring costs. Nokia and Siemens were both 50% shareholders in NSN. I suggest you take a look at Nokia's notes made at the item "Provisions" on Nokia's income statements.

    But I am open to see your figures and calculation which lie beneath your bold statements.
    Sep 8 08:48 PM | 2 Likes Like |Link to Comment
  • The Nokia Shorts Were Right All Along, And Fatally Wrong At The Same Time [View article]
    Seppo, congratulations with your first article.

    However, none of the sincere doubts and questions raised in Abu's article are being answered.
    http://bit.ly/15Kk3bZ

    To me, the way how this deal took place seems to be a clear cut case of a conflict of interests. Stephen Elop had many incentives to act in favor of MSFT, his future employer, instead of his current employer.
    Nokia's balance sheet wasn't that weak at all. Nokia had more than EUR 9bn in Current Assets. The article presented by Redrut was based on some very negative assumptions, for example in his case existing working capital was going to vaporize and on top of that working capital was increased with a 14% over NOK's total revenue, provisions were based on the restructuring past, NSN was not going to contribute to NOK cash position every quarter, etc.).

    This MSFT deal was perfectly timed to take away the fruits which were finally starting to come to NOK longs. For all the losses and risks Nokia investors suffered the last four years, they now got a little dime and are expected to be happy with it, because Microsoft longs say so.

    I am looking forward for the BoD to take away any doubts about the integrity of this deal.
    Sep 8 06:53 PM | 7 Likes Like |Link to Comment
  • Questions The Nokia Board Of Directors Need To Answer [View article]
    Patents stay with Nokia, but it seems obvious that Microsoft will proceed with developping new patents (and additional ip income) based on the PureView technology.

    Good question though. Which brings us to a more general question.

    10. Which assets (current and non-current) and liabilities are disappearing from Nokia's balance sheet? For instance, how much of the goodwill is leaving with D&S?
    Sep 6 03:40 PM | 5 Likes Like |Link to Comment
  • Questions The Nokia Board Of Directors Need To Answer [View article]
    Abu, thanks for taking the time to sum up all doubts and questions many longs have concerning this deal.

    The current price presents the bottom in a new situation where the ball is in Nokia's shareholders hands. However, whether they are new or old, shareholders would be unwise to agree with this bargain deal for Microsoft.
    After all, Microsoft's mobil strategy is as good as dead without Nokia's D&S.
    Microsoft will become insignificant as compared to Google or Apple.

    It is not unthinkable that right now, Apple or Google or any big institutional investor invested in Google or Apple, could be buying Nokia shares in order to vote against this deal in November.

    In any case NSN will be a decent dividend creating engine.
    Sep 6 08:44 AM | 5 Likes Like |Link to Comment
  • Nokia: Come On Mr. Icahn, Come To Our Rescue! [View article]
    @ Techy46

    Things were going fine for Nokia D&S.
    They became stronger and showed progress QoQ.
    Financial results became better ever quarter.
    At that pace D&S would be profitable in Q4.
    The stock would be back at 4EU in Q4, the same level as it is today. The only difference is, we would be still owning D&S.

    D&S was one of the main reasons for me to buy NOK.
    As I shareholder, I do not agree with this price.
    Sep 4 05:08 AM | 1 Like Like |Link to Comment
  • Nokia: Come On Mr. Icahn, Come To Our Rescue! [View article]
    @ Abu, Genesis

    Great points. I fully agree.

    Some other remarkable question marks.

    1. MSFT paid more for Skype than they did for Nokia's Devices & Services and patents licenses.

    2. Very short negotiation period. China Mobile and Apple are negotiating for years now and they still don't have white smoke coming through the chimney. How hard did Nokia strive to get a fair value?

    3. There is a serious conflict of interests. Going back to Microsoft, Stephen Elop never could have been involved in negotiating this deal. MSFT easily could have promised Stephen Elop a billion bonus if he got them Nokia D&S.

    4. Is this acquisition the reason why Microsoft was lacking decent support for the last two years, not giving Nokia the means to compete with the same hardware against Android. Is this the reason for the utterly strange strategy making live hard for developers, no upgrade path for WP7.5 to WP8, etc.

    How about approaching Nokia's biggest shareholder Dodge & Cox?
    Sep 3 05:59 PM | 10 Likes Like |Link to Comment
  • More on Microsoft/Nokia [View news story]
    For the last two years Wall Street was valuing D&S at zero.
    NSN, its patents, HERE (as a valuable asset) and its cash, were thriving the stock, paying for Devices and Services to turn around.

    The rumor of Microsoft buying Devices and Sevices became true.
    This news will increase Nokia share price.
    So, a good day for Nokia longs!

    The question is did Microsoft pay enough.
    It is up to the shareholders meeting (everyone is invited) whether they think if the price resembles the full potential of D&S.
    Sep 3 02:33 AM | 3 Likes Like |Link to Comment
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