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mr wonder

mr wonder
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  • Apple Could Go To $625 [View article]
    Amazing to see how the Apple hype is pushing up the stock.
    Based on what?
    Based on some stories about a less expensive plastic version of the iPhone planned somewhere in September (very special, wow), a potential deal with China Mobile (what else is new) and ... the famous tweet of Icahn, who owns a large position in Apple and has absolutely no interest in hyping up his position.

    This reminds me about how hedgefunds and investment banks worked in the past. Goldman Sachs recommended a Sell on Nokia, while they loaded the truck with NOK themselves after the announcement. Indeed the stock went up from EUR 1.5 to EUR 2.5.
    At the end of last year Goldman Sachs upgraded Blackberry to a strong buy. Now BBRY is seeking a seller. Oh yeah, this is also presented by Wall street press as a buying opportunity.

    No, there is absolutely no reason to assume the good old high margin days of BBRY and AAPL are gone, since smartphones became commodities, having a manufacturer in every big Chinese or Indian city these days.
    Let us all run to our banks and start buying BBRY and AAPL and lets enjoy Icahn's ride up.
    Aug 15 06:09 PM | Likes Like |Link to Comment
  • Nokia's European Prospects: A Country-By-Country Review [View article]
    Andreas, how many times are you going to repeat that Android and Apple have more apps than WP? Do you really think there is one investor here who believes otherwise? What is your goal?

    Investing in Nokia is investing in a turnaround. So yes, there are risks involved. There are uncertainties as with every new enterprise. But if you only want to listen to the sound of your own three bears (No decent Apps, dysfunctional OS, Failing HERE) without hearing the sound of that big herd of running bulls (explained, discussed, reasoned and documented by many good authors here on SA) I guess it is not very smart wasting your time following and commenting Nokia so intensely as you do.
    Aug 7 06:48 PM | 16 Likes Like |Link to Comment
  • How Many Lumia Phones Must Be Sold For Nokia To Break Even? [View article]
    @ Andreas

    Bit tiresome, your same old ever multi repeated arguments on every article about NOK everywhere.

    - "dysfunctional OS" (last time I looked my good old Lumia 800 still worked perfectly)

    - "extremely holey ecosystem" (160.000+ apps, Nokia apps, free office, free offline navigation, does indeed sound "extremely holey")

    - "Ashas will increase"

    -"HERE will very likely continue lossmaking. (It's a very important asset for the W(P)-ecosystem. How relevant is this loss on the scale of NOK total sales?)

    Aug 3 06:30 AM | 9 Likes Like |Link to Comment
  • Nokia exec criticizes Microsoft; Baird reports early 1020 sales muted [View news story]
    @ Shred13

    I know BB10 has +100.000 apps because they are porting Android apps to the BB10 platform. But I don't know a world where BB10 has more apps than WP, let stand more genuine apps.

    Would it be possible to provide some sources?
    Jul 30 08:32 AM | 2 Likes Like |Link to Comment
  • Nokia exec criticizes Microsoft; Baird reports early 1020 sales muted [View news story]
    Jul 29 07:24 PM | 1 Like Like |Link to Comment
  • Nokia exec criticizes Microsoft; Baird reports early 1020 sales muted [View news story]
    Didn't you know?
    Baird's William Power has a magic crystal ball which already can predict modest sales for the Lumia 1020's based on one and a half day availability in half of AT&T stores.
    Jul 29 07:15 PM | 6 Likes Like |Link to Comment
  • Is Nokia Still Dead Or Will It Outlive BlackBerry? [View article]
    @ tftf

    Besides NSN making Nokia less dependent on the Devices and Services, this devision stil has much running for it.

    Nokia has patents and assets (such as HERE maps) which are very important for Microsoft. With dominating more than 80% of the WP platform, Microsoft needs Nokia just as Nokia needs Microsoft.

    Furthermore, with its Asha platform, which is very popular in emerging economies, D&S has a second horce running in the race.
    Jul 22 02:21 PM | 2 Likes Like |Link to Comment
  • Nokia: Visible Misses And Hidden Hits [View article]
    It is official now.
    WP is, and Nokia owns, the 3th ecosystem.
    Jul 18 09:30 AM | 4 Likes Like |Link to Comment
  • Nokia (NOK): Q2 EPS of EUR0.00. Revenue of EUR5.7B (-24% Y/Y). (PR[View news story]
    Good figures. In all aspects better than previous guidance. Still trading hedge funds are trying to trade the stock down and grab (your?) stock with a huge discount.
    I am truly amazed by this trading business model (manipulating retail investors or competitor traders) as there is totally no added value in it.
    Jul 18 06:52 AM | 4 Likes Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    @ Solucky

    "Nokia is a great turnarround story and sure they can surprise positive, but with the 6k report during the NSN deal its not verry likely"

    Interesting, could you perhaps explain what you mean with this?
    Jul 10 06:04 PM | 1 Like Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    @ Solucky

    You just sold out of all your shares and now you (together with Systembolaget) are preaching doom and gloom over Nokia.

    "if we see for Q2/2013 a negative surprise Nokia will tank heavy. "

    Doesn't this count for every company which is listed on the stock exchange?
    Thanks for your warning!
    Jul 10 02:05 PM | 2 Likes Like |Link to Comment
  • Handling Nokia Through Earnings [View article]
    @ Sys

    Well considering some of the latest sales charts, I find Davids "EXTREMELY" successful easier to believe as your "NOT" succesful.

    Besides, I think the link to Kantar is rather poor?
    Where are June figures? China, Spain, EU5, Ausrtalia, France are all up.
    Jul 9 08:08 PM | 1 Like Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    @ Sys

    I suggest you take a look at the non-IFRS Operating margins.
    The negative Operating Margins you mention, are caused by Nokia's restructuring efforts, write-offs (Navteq) and investments (like 3D Earthmine). Those have nothing to do with TomTom being more competitive.

    The link you provide does also not back up your statement. I read this article back in April and it only proclaimed TomTom arriving faster at a certain destination, in a given contest between four persons.

    Now HERE strengths as compared to TomTom:
    1. twice as much countries/ cities.
    2. public transport information,
    3. 3D mapping,
    4. Indoor mapping,
    5. Walking navigation,
    6. City lens/ Living Cities
    7. 4 out of 5 cars equipped with HERE maps

    So, where does this leave HERE's "nail on the coffin"?
    Jul 9 07:48 PM | 9 Likes Like |Link to Comment
  • Is Nokia Turning The Corner? [View article]
    @ Solucky

    By now it is perfectly clear you sold out your last position. :)
    Jul 9 06:26 PM | 1 Like Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    @ Sys

    Please, provide some links to back up your bashing statements.

    According to the links below Tom Tom is not even coming close to being a nail to HERE's coffin.

    Furthermore, HERE maps covers 195 countries whereas Tom Tom covers about 95 countries of which some just partially.
    Jul 9 06:20 PM | 4 Likes Like |Link to Comment