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  • Nokia Will See No More Mercy From Apple [View article]
    Mr Greek, Resellers have all stated they want/need windows phone aka Nokia to suceed (a viable third ecosystem). More and more Microsoft needs Nokia to succeed. You may be able to short Nok in the near term with some success. But betting against ATT, MS, VZ plus the myriad of resellers around the world is a mistake. I still think it would be wise for Apple to attempt buying Nokia now. It would buy Apple time and patents and save them on royalty payments to Nok. With the added benefit of destroying a small but growing MS ecosystem. Or it would force MS to pay through the nose for Nokia.? Musings from the great white north....
    Jun 13 11:47 AM | 5 Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Microsoft [View article]
    @Michael Blair -looks like you were really close on your surface sales estimates. How much gross and net per unit sold do you think MS gets?
    Apr 18 06:21 PM | Likes Like |Link to Comment
  • Nokia's Perplexing Q1 2013 Results [View article]
    I have been slowly adding to my NOK position over the past 12 months. Long term ( 2 years for me) the downside in the stock is minimal. It has an effective stop loss in its relationship with MS. It has patents throwing off $500 Mill + a year in income. Its NSN venture has value. So it will either continue to build off its Lumia line or be sold (or both). Some laugh when there is talk of a purchase by say, Apple. I think a hostile takeover from Apple would be a brilliant move. For 20-30 billion Apple could undermine MS's mobile strategy and Nokia (who is stealing share from Apple). They could sell off the NSN stake and stop paying Nokia for each Apple phone they make. Such a move could also force MS to purchase NOK and really make things interesting. I don't think that will happen, its more likely that MS would buy NOK in advance of a hostile takeover. In the meantime I'll continue to add on pullbacks.
    Apr 18 03:03 PM | 13 Likes Like |Link to Comment
  • Microsoft's Surface Pro: It's A Hit [View article]
    Best Buy has well over 200 reviews of those 92% of buyers would recommend purchasing to a friend. I purchased the SP 128 and it is a great piece of hardware.
    Apr 14 08:02 PM | 4 Likes Like |Link to Comment
  • Nokia Will Probably Launch Android Phones [View article]
    The writer uses 3.1% market share as objective support for the premise for his article. Which market are you referring too? Are you speaking about mobile devices or smart phones or both? In the US or another country? The US is only 5% of the worlds population. I would look to Nokias success in other markets as a litmus test. Nokia has an installed base of 100's of millions of users who will move up to a "smarter" phone at some point. The only way Nokia will make money is by differenciating themselves from the market (WP8 vs Droid) and converting their existing customers. Once you push pass the marketing hype and fan-boy noise I found the Nokia WP8 devices to be superior to the competition. Thank you for sharing your thoughts!
    Mar 12 11:57 AM | 11 Likes Like |Link to Comment
  • Microsoft Windows Phone 8: The Elixir Of Delight [View article]
    My experience with WP8 has been largely the same as the writters. I would add that if you are a parent considering a phone for your child the ability to monitor their x-box live usage, approve spending is superior to other products. My primary reason for leaving IOS was the various traps they set for my kids to purchase content. In addition the WP8 devices I purchased were about 50% of the cost of a comparable IOS/Goggle devices. All in all WP8 is a better value.
    Feb 27 12:51 PM | 3 Likes Like |Link to Comment
  • The Unbelievable Upcoming Resurgence Of Nokia [View article]
    Lets wait and see what's announced on the 19th. I am betting NOK will beat the consensus of 3.8 million units sold in the 2nd quarter, I am guessing closer to 4.5 million. The lumia line has high customer satisfaction and users spend almost twice as much as android/IOS new owners on apps etc. People forget that the lumia is intended to bridge the gap until WP8 is released. The current version will become the low end price point this fall when MS will unleash its real marketing campaign.
    Some of the comments regarding Android market share are interesting. Tell me how smart is it that Microsoft is underwriting its expansion into mobile using fees collected on 7 out of every 10 android phones sold.
    Jul 12 04:43 PM | 2 Likes Like |Link to Comment
  • Is It Time To Buy Nokia? [View article]
    Using the Amazon best seller list across all carriers is one metric but is not useful in measuring the 900 success as ATT is the only carrier selling the 900. If you look at the ATT best seller list Windows Phones have been in the top 10 ATT devices sold since April 8, (there are 4 phones in the top 15 as I type). My best guess is that since April 8th roughly 20-25% of phones Att has sold (outside of IP phones) have been windows phones. If sales were really lousy Nokia would pre-annouce. I am guessing their next quarterly results will be positive although not earthshattering.
    May 25 06:03 PM | 4 Likes Like |Link to Comment