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css1971

css1971
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  • Nokia's Fighting Hard To Get Back Into Positive EPS [View article]
    Mobile Phones division need to accelerate the switch their range to the new Asha OS and design.

    I can see the point of the ultra low cost 105, as the base phone, and one low cost Asha qwerty keyboard phone but I don't see the point of for example the non Asha, 20[678] or 301. These should be dropped in favour of one redesigned low end touch screen Asha; a 3G big brother of the Asha 501 with the new OS.

    2G Candy bar ~$20 price range (e.g. Nokia 105)
    2.5G Asha qwerty (e.g. Asha 210)
    2.5G Asha touch - (e.g. Asha 501)
    3G Asha touch - max price $150

    Then you're covered, $20 -> $900, you've made the transition to smartphones all the way down to ~$50 and you have a consistent design language, colour usage and reasonably consistent platform experience. You can focus on a higher quality user experience instead of 100 different models.
    Jul 18, 2013. 04:02 PM | 8 Likes Like |Link to Comment
  • More on Nokia (NOK) Q2: Nokia Siemens Networks Q2 operating profit €8M vs loss of €226M last year; sales -17% on year to €2.78B, partly due to divestments and the exiting of customer contracts. Expects Q3 operating margin of 7%; increases annualized cost savings for 2013 to €1.5B from prior target of €1B. Nokia expects Q3 handset sales to rise vs Q2 and operating margin of -2%; started to show signs of recovery in latter part of Q2 after difficult start to year. Shares continue to sink, now -4.7%. (PR[View news story]
    The Lumia figures are getting up to the ballpark they should be; double digit millions in a quarter by the end of the year.

    Mobile phones have a bit of work to do, the 501 is evidence it's happening. Bit quicker maybe.
    Jul 18, 2013. 10:00 AM | 1 Like Like |Link to Comment
  • Nokia Is Neither HERE Nor There [View article]
    Sorry nope. Here offers online, offline and "hybrid" mode.

    You can simply start with no map data and it downloads as it goes.
    You can install a country and nothing has to be downloaded for that country but it will download other country data as you access it.
    You can install the world or multiple countries.

    Nobody else can do that, not even Google. And we're not even talking about the map quality yet.

    OTOH, I think you're spot on with the monetisation, the Here people need to come up with some better ways to make money off of the maps. It's pretty obvious they're working on that, you can see it on their web site and it's pretty clear that city lens is a precursor to something which will be monetised.
    Jul 17, 2013. 03:59 PM | 1 Like Like |Link to Comment
  • Nokia Gets An Opening As BlackBerry Stumbles: Can Pureview Provide The Momentum? [View article]
    Peter,

    Why would you ever need better than a 320x200 camera on a phone?

    Quality... The best camera in the world is the one you have with you. Particularly when you don't lug that Nikon D800 around everywhere.

    You may think the 1020 is a gimmick, but it's a camera phone with the clear emphasis on camera. The "EOS" codename gives the game away there. Obviously the more general purpose phone is the 925. It's code name was "catwalk" guess what, it's slim and pretty.

    I suspect the Pureview range are going to do to the low end DSLRs what camera phones have done to compact cameras in general.
    Jul 15, 2013. 03:57 PM | 9 Likes Like |Link to Comment
  • Nokia Lumia 1020 Edges The Company Back Into Conversation [View article]
    Focus on the quality of the most important apps.

    I was looking for an FM radio tuner. There are loads of them, dozens in fact... Unfortunately they are all garbage and the more of them there are, the more difficult it is to find a good one.

    What Nokia and WP could do is develop novel ways to rank and grade the reputation of applications, so that when you do look for something, the best immediately comes out at the top of the list instead of having to wade through mind numbing numbers of total garbage which characterises most mobile applications.
    Jul 13, 2013. 07:19 AM | 5 Likes Like |Link to Comment
  • Nokia Lumia 1020 Edges The Company Back Into Conversation [View article]
    Of 900000 iPhone apps, 65% are "zombies", they don't get downloaded.

    http://bbc.in/14OaNPM

    Of the remaining 300k, only a couple of thousand at the very most will get large numbers of downloads and actually get used regularly. All the rest will get downloaded once, tested and then deleted as the garbage they are.

    The "app gap" is a lot smaller than most think, and even then it only is an actual problem for a small percentage of phone users.
    Jul 12, 2013. 04:07 PM | 14 Likes Like |Link to Comment
  • Nokia Lumia 1020 Edges The Company Back Into Conversation [View article]
    I recommend you go to the blog and take a look at the full photos, the zoom capabilities on this thing are awesome. On the last photo for example you can tell the walking model has shaved her legs. :-)

    This is a *camera* phone make no mistake, and it's done properly, not like the Samsung abomination. I think this is fundamentally why I'm holding NOK, quality matters.
    Jul 12, 2013. 03:58 PM | 7 Likes Like |Link to Comment
  • Nokia: What If Europe Wasn't In Recession [View article]
    Nope not even close.

    Seriously, they had 150 different models, just for the UK market just before their stock tanked. Now there are 24, and some of those are clearly old models which will be replaced with the new styling.

    You may want to check out how many different models of phone Samsung are now selling. They are nearly up to Nokias level of bad habits.
    Jul 12, 2013. 06:49 AM | 4 Likes Like |Link to Comment
  • Nokia: What If Europe Wasn't In Recession [View article]
    "Nokia simply lacks focus"

    I like what you did there.
    Jul 12, 2013. 06:37 AM | Likes Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    This is just buy the rumour sell the news.
    Jul 9, 2013. 02:29 PM | 6 Likes Like |Link to Comment
  • Is this the low-cost iPhone (AAPL)? Taiwanese custom phone maker Techdy has posted images of what it claims is the shell for a cheaper iPhone. As previously rumored (I, II, III), the phone is said to have a 4" display (same dimensions as the iPhone 5) and plastic chassis - Techdy adds the chassis "feels more sturdy" than those of Samsung's Galaxy phones (they also use plastic), and that it suggests the phone will have thinner bezels than the iPhone 5. No details about the phone's display resolution, camera image sensor, or CPU. (Piper's margin analysis[View news story]
    You mean the corners are rounded? Apple better get right on it and sue.
    Jul 8, 2013. 08:33 AM | Likes Like |Link to Comment
  • "With no recession in sight, we find it hard to make a bear case," says HSBC, noting that "the first tightening in a cycle … typically causes only a short-lived correction in stocks." The bank's global head of equity strategy Garry Evans says the combination of a "data dependent" taper, 10% earnings growth, and relatively conservative valuations makes for some attractive opportunities especially in financial stocks (XLF) which he says are cheap and poised for strong earnings momentum. HSBC also prefers U.S. equities (SPY, VTI) to other markets. [View news story]
    "We have some financial and US stocks we'd like to sell you.".

    Seriously: Goldman are better at this.
    Jul 6, 2013. 04:04 PM | 2 Likes Like |Link to Comment
  • "It is time to break up Google (GOOG)," writes Richard Sennett of the London School of Economics. "The problem is simple: the company is just too powerful, as are Apple (AAPL) and many other big tech groups." Sennett harks back to when the Supreme Court broke up Standard Oil in 1911, when "an overmighty business was shattered into 33 shards." He also cites the progressives of a century ago, such as Herbery Croly, who believed that successful start-ups would extinguish competition and become monopolies. Breaking them up "would set talent free." [View news story]
    You are part of Google's product offering. Google's customers are the *advertisers*.

    "But thus far this has proven to be an acceptable price."

    You haven't seen the bill yet.
    Jun 30, 2013. 02:56 PM | 2 Likes Like |Link to Comment
  • "It is time to break up Google (GOOG)," writes Richard Sennett of the London School of Economics. "The problem is simple: the company is just too powerful, as are Apple (AAPL) and many other big tech groups." Sennett harks back to when the Supreme Court broke up Standard Oil in 1911, when "an overmighty business was shattered into 33 shards." He also cites the progressives of a century ago, such as Herbery Croly, who believed that successful start-ups would extinguish competition and become monopolies. Breaking them up "would set talent free." [View news story]
    There are alternatives to Apple, alternatives to Google. Nothing more need be said on the matter.

    Monopolies are by nature unstable, they enforce iniquitous costs on their customers and have to be maintained by force of government. Remove the government backing and they collapse.
    Jun 30, 2013. 02:52 PM | 7 Likes Like |Link to Comment
  • Market recap: Stocks trimmed the worst of their losses as various Fed officials tried to downplay taper fears but remained broadly lower, with declining issues clobbering advancers seven to one, amid rising Treasury yields and a possible cash crunch in China. Treasury prices reversed off early lows, with the 10-year yield finishing at 2.54% after earlier pushing ~2.66%, but that's still up 35 bps from last Tuesday. [View news story]
    Yeah. Nothing at all to do with the Fed promising to stop giving away $85 billion a month of free money. Couldn't possibly have had any effect on the markets.
    Jun 24, 2013. 05:36 PM | 6 Likes Like |Link to Comment
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