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mr wonder

mr wonder
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  • Nokia: Not Enough Luck With The Lumia [View article]
    By the title of this article, I already knew I would risk my time spending on a poorly written article which lacks any current knowledge about Nokia and Microsoft. Unfortunately my initial thoughts turned out to be right. Now, I already regret the time I put into writing a comment on such a rubbish article, which contains faulty and biased reasoning just to generate negative sentiment on the stock.

    Let me end by saying one thing. If the average P/E ratio is 29.5 and Nokia manages to hold its earnings of Q4 (with only 4.4 Lumia's sold), the stock would be worth 7.08 Euro right now.
    Apr 7 07:30 AM | 32 Likes Like |Link to Comment
  • Nokia's Turn To Take BlackBerry's Spotlight? [View article]
    It is remarkable to see so many BBRY shareholders bash Nokia, fighting the idea of NOK being a much better turnaround play than BBRY. I studied both stocks for some time now, but there are some strong advantages of NOK over BBRY.

    1. BB.. platform is decreasing as we speak. WP is growing. WP already is the third mobile platform.
    http://bit.ly/XJyx5f

    WP has a richer ecosystem, with more apps as compared to BB. WP is the easiest platform, BB the most difficult.
    http://tcrn.ch/XCn8Dh

    2. WP8 has the same kernel as Windows 8, dominating the pc market, aiming at the tablet market. Software programmed for W8 is also suitable for WP8, that way being more attractive for app developpers.

    3. Nokia is dominating the Windows Phone market with a market share of 78%.
    http://bit.ly/WVJopq

    4. Nokia makes many high quality native WP apps, like HERE prime places, Nokia City Lens, Nokia Transport, Nokia Music, etc. Nokia is the only phonemaker allowed to tweak the WP OS.

    5. Because of its mapping and location based services, which come with the WP, Nokia gets paid fees for every WP device sold by their competitors.

    6. Nokia offers high quality smartphones (Lumia's) at all price points, which makes it less sensitive to the highly competitive high end market.

    7. There are many reviews simply concluding that the half year old Nokia Lumia 920 is a better smartphone than the freshly released Z10. There is none, declaring the opposite. The Lumia 920 has a better camera, super sensitive touch screen, motion pixel plus, better mapping, wireless charging, better microphones and a more stable and more fluid OS than BB10.
    http://bit.ly/15AXY9u
    http://bit.ly/Z3NKhb

    The successor of the Lumia 920, EOS, is already rumoured to make an appearance at the end of this summer.

    8. Nokia offers also the Asha (feautere/ smartphone) family at sub $ 100 price points, giving Nokia the strongest foothold in emerging markets. The Asha family still offers a better price to quality ratio as compared to its direct competitor Samsung Rex series.
    http://bit.ly/17824cP
    http://bit.ly/YUUlrO

    9. Nokia still has the biggest sales network of all phone manufacturers.

    10. Nokia has the most patents (+ 20.000) of all companies in the mobile tech sector. Nokia cashes in nearly 700 million yearly on IP royalty payments. This amount is still increasing. Amongst others Apple and Blackberry are paying Nokia for every phone they sell.

    11. Nokia Siemens Networks, soon the second largest vendor of telecom equipment is another division within the Nokia group, attributing for about 47% of Nokia's sales.

    12. Nokia owns HERE, the best mapping service in the world, available in 4 out of every 5 modern cars and used by many world class companies, like Oracle, Amazon, Yandex, Nikon, Garmin, Microsoft, Yahoo, Groupon, etc.

    13. Nokia keeps on to be leading in R&D, camera technology, location based services, unique material application, a.o. graphene.
    http://bit.ly/1782b84

    14. Nokia has more financial means and R&D power to develop new models and software upgrades. In the time Blackberry developed the Z10 phone, Nokia developed the whole Lumia WP7 series as well as the whole Lumia WP8 series.
    Mar 31 09:04 PM | 20 Likes Like |Link to Comment
  • Nokia's NSN Acquisition Might Be Its Downfall [View article]
    Correct!
    It seems to me George Kesarios is writing in favor of some shorting hedge fund for some time now.. the one of Prem Watsa maybe?

    With all respect, but again his article is going nowhere.

    The first four paragraphs are a iteration of some empty bearish Wall Street headlines of today and last month.
    The fifth and six are referring to his own bearish article, which back then was already making no sense, without any fundamental information to back up his skepticism
    In the last two paragraphs this author is again using hollow bold statements mentioning the balance sheet is "on thin ice" and "it does not include his beef" and... oh yeah, lets throw in "the bondholders who are going to declare bankruptcy".

    disclosure:
    I might add Kesarios to my black list right under Kofi Bofah within the next 24 hours.
    Aug 27 04:54 PM | 19 Likes Like |Link to Comment
  • For Nokia, Microsoft Is Dead Weight [View article]
    As far as my research goes, sales of Lumia phones are getting more traction and more awareness each day. Nokia is going to introduce a killer WP8 camera phone on MWC, and the affordable Lumia 620 is getting raving reviews everywhere. (there is a stronger design language in the Lumia 620 and more style, than there is in the whole Samsung Galaxy line together).
    Feb 10 10:11 AM | 18 Likes Like |Link to Comment
  • Nokia's Shares Are Benefiting From Irrational Exuberance [View article]
    The simple fact remains, showing a break even result (with underlying profits), is a clear sign Nokia is doing a great job in turning around. Pretty far from "bad news coming".

    4.4m Lumia sales is a great result considering the fact that the new WP8 Lumia's were (limited) available for 7 weeks only, European factories were closed down and new production facilities (Vietnam) are not working at full force.

    There still is much to be won, but its clear that Nokia is leaner, meaner and more motivated than ever to bring out the best products to consumers.

    PS. There are some biased arguments mentioned in this article. Eg, €50M of non-recurring IPR revenue seems to be the RIMM settlement. However this settlement will also generate a recurring annual IPR revenue of about the same amount.
    Jan 11 07:48 AM | 18 Likes Like |Link to Comment
  • Nokia's Growth Is Bound To Come [View article]
    @ Financehulligan

    At the end of last year you were one of the most fanatic cheerleaders of Nokia. However, now it is clear you are shorting Nokia again. But do you really need to write the same non-sense about your three 920's at every article about Nokia?

    I carry a Nokia Lumia 800 for 17 months now. I use it every day. It still looks brand new. It works flawless and it never needed a sudden reboot (unlike my SG2).
    May 28 01:04 PM | 17 Likes Like |Link to Comment
  • AT&T to sell Lumia 925; Deutsche calls Nokia a "value trap" [View news story]
    How frustrated must it be, to make up a warning without having any fundamental facts to support your bearish case. Well, you can always throw in some bold statements like "value trap" and "cash burn".

    Also Deutsche Bank is one of the ever Nokia bears. However, the lack of content or argumentation to support their bearish case is only confirming the opposite. =)
    .
    Aug 27 12:57 PM | 16 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
  • Nokia Lumia 920 Price: Champagne Taste And Beer Money [View article]
    Kofi Bofa:
    This is the same Nokia bashing article you wrote only three times before.
    Yes, by now it is clear. You love Apple. You even adopt their strategy, by bringing out the same stuf every new release.
    For the rest, I redirect you to the comments at your previous articles.

    Stop collecting clicks, it gives SA a bad name.
    Oct 19 05:15 AM | 16 Likes Like |Link to Comment
  • Nokia Is Finnished: Windows 8 Is No Savior [View article]
    Lousy attempt of Nokia Bashing. The list is simply too long to improve all falsehoods mentioned in this article. Old and biased info. Some parts are litterly copied from older Nokia bashing posts here on SA. For the sake of its own reputation, Seeking Alpha should really consider the possibility to vote-bann some authors.
    Sep 7 06:28 AM | 15 Likes Like |Link to Comment
  • Microsoft Windows 8: No Effect On The Smartphone Market [View article]
    With all respect to the author, there is no reasoning or argument in this story to back up his statements. I understand though, the author is long AAPL ... Markets and consumers change, they desire new concepts, new idea's and better approaches. There are many reasons why Microsoft and Nokia are able to succeed and grow marketshare within the smartphone market.
    Aug 24 05:54 AM | 15 Likes Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    There is no explaination on that 30% decline or dissapointing lumia 900 sales figures. They are not even released yet. Only thing noticable about the lumia phones are good reviews, happy customers and highly ranked positions on AT&T and Amazon sales charts. The rest of this article is based on old Q1 info, simply repeating that Samsung took the number one position of Nokia. The author totally neglects the new strategy of Nokia, which is clear and presents many unique values (Nokia maps, Nokia innovative designs, Nokia pureview, Nokia dual sim, Nokia's patents, Nokia Siemens Networks, Good partnerships, etc.). I have to agree with Rupert. This is an utterly weak analyses.
    Jun 13 05:29 AM | 15 Likes Like |Link to Comment
  • 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.
    May 19 12:19 PM | 14 Likes Like |Link to Comment
  • Buy Nokia Hand Over Fist [View article]
    @ Wiesje

    Nokia and Microsoft share a common interest, catching up and become relevant players in the smartphone market (again).

    Both need each other. There is a mutual independency. Microsoft needs Nokia for its maps and its ability to build top notch and well designed devices. Nokia needs Microsoft for its OS.

    Both don't need each other to survive. Both have other profitable divisions. However, I agree Nokia should always look closely at its dependency of any partner, whether it is Microsoft or a supplier of parts.

    As far as Blackberry concerned. I am following this company along with Nokia and I see some major risks concerning Blackberry. To name a few. Blackberry's resources are rather limited. Certainly when compared to Nokia and Microsoft together. Therefor it will be almost impossible to keep in pace with competition and technological evolution. Just remember how long it took for Blackberry to develop BB10. As of today there is only one BB10 device available.
    A second threat is marketshare. Marketshare of Blackberry is very limited and still declining. Even though (some) Android apps can be ported to BB10, it still is porting. They are not genuinely written for BB10. Attracting app developers to contribute to a rich and fast BB10 ecosystem will also proof to be very difficult. W8 as well as WP8 share the same kernel and are preferred by most app developers, even over Android.

    http://tcrn.ch/XCn8Dh
    Mar 27 05:20 AM | 14 Likes Like |Link to Comment
  • Poor cash flow trends for Nokia's (NOK -0.7%) phone business are being masked by the strong performance of a resurgent Nokia Siemens, argues BofA/Merrill, which reiterates an Underperform. Should a spinoff, sale, or IPO of NSN happen following the pending expiration of Nokia and Siemens' JV agreement (as many expect), the firm thinks Nokia's handset cash flow challenges will become more apparent. [View news story]
    @ DVL

    Why sell?
    The restructuring costs and turn around difficulties are almost in the past. This division is at the bottom of all times. Last quarter showed the first signs of profitability and now you suggest Nokia should sell D&S?

    Furthermore D&S has the most intense distribution network, it is almost the only manufacturer offering WP. Lumia as well as WP are gaining traction and are getting more recognition and appreciation every day. Nokia still owns the reputation of making the best build and best designed phones around....

    To me it would be plain stupid to sell this division and just start resting on its patent laurels. The only thing Nokia should keep in mind is its dependency of Microsoft. Although there is a mutual dependency (Msft = WP, Nokia = Here maps), Nokia should also be prepared developing phones for other platforms as well.
    Mar 21 11:26 AM | 14 Likes Like |Link to Comment
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