Kamminga

Kamminga
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  • Where Will Nokia's Future Growth Come From?  [View article]
    It seems so...
    Jun 11, 2014. 08:07 AM | Likes Like |Link to Comment
  • Where Will Nokia's Future Growth Come From?  [View article]
    It is just possible the author of this informative article assumed that readers can think for themselves...
    Jun 11, 2014. 07:33 AM | 2 Likes Like |Link to Comment
  • Nokia Patents: A Big Business  [View article]
    >> mKiwi Exactly. However, it keeps being said that coming out of phones frees up Nokia to monetise their patents better. I find that bit hard to evaluate. But meanwhile they're keeping a plant in Korea, possibly also in India, and after all 2016 is but a breath away....Options, options.....
    Apr 23, 2014. 04:29 AM | Likes Like |Link to Comment
  • Nokia Patents: A Big Business  [View article]
    We shall see...
    Apr 22, 2014. 04:50 PM | Likes Like |Link to Comment
  • Nokia Patents: A Big Business  [View article]
    What we need is a strong company with a solid balance sheet and little debt. What we don't need is a taxable dividend that weakens the company before it has got properly re-started. They've been through the pain of cancelling it. If they have any sense they won't risk having to do that again. Solid, sustainable earnings first, from all three operating units, thank you very much.
    Apr 22, 2014. 02:49 PM | 4 Likes Like |Link to Comment
  • Nokia: 50 Million Windows Phone Sales Possible For 2014  [View article]
    There remains in the back of my mind the question: if Nokia's phone prospects look that promising, in other words much more so than early September '13, should this be reflected in the takeover terms? It was cheap - admittedly for both - in the first place. The agreement allows for re-negotiation after all, for a very good reason. Such clauses aren't just dropped in by accident.
    Apr 7, 2014. 05:49 AM | 2 Likes Like |Link to Comment
  • Nokia: Yes To QWERTY Nokia X And Lumia Phones  [View article]
    I suspect dwd that Microbrains will call your Macrobrain's bluff yet!
    Apr 2, 2014. 12:54 PM | 1 Like Like |Link to Comment
  • Nokia: Yes To QWERTY Nokia X And Lumia Phones  [View article]
    Well, I guess Elop was thinking how the hell do I keep this outfit from going down the plughole. So he did. Just as well your opinion is humble.
    Mar 31, 2014. 04:31 PM | 1 Like Like |Link to Comment
  • Microsoft names new Xbox chief, promotes enterprise/cloud chief  [View news story]
    Not only that. MSFT is clearly totally committed to the Nokia deal. So firstly watch the share price, and secondly watch NOKs Q1 results, which will show D&S separately. Can't wait....
    Mar 31, 2014. 01:23 PM | 1 Like Like |Link to Comment
  • Nokia: Yes To QWERTY Nokia X And Lumia Phones  [View article]
    Not HTC dwd. It's got to be either MSFT or a non-brand contractor. I remember an executive of the Chinese Geely auto maker - who own Volvo - saying that they could make a perfectly good car in China and call it a Volvo. But that would be stupid he said. So HTC make a perfectly good phone and call it a Nokia? That would be stupid I say.
    By the same token Tata buy Jaguar and call them Tatas? That would be stupid. And MSFT buying Nokia and call them MSf.....eh, hang on.....
    Mar 31, 2014. 01:11 PM | Likes Like |Link to Comment
  • Nokia: Yes To QWERTY Nokia X And Lumia Phones  [View article]
    Yup. Now you're quoting me back to me, so yup.
    Mar 31, 2014. 06:34 AM | 2 Likes Like |Link to Comment
  • Nokia: Yes To QWERTY Nokia X And Lumia Phones  [View article]
    Cheap. Agreed. And as I said new figures may show too cheap. On the other hand 2016 is but a breath away. So, cheap for Nokia too?
    Mar 31, 2014. 04:52 AM | Likes Like |Link to Comment
  • Nokia: Yes To QWERTY Nokia X And Lumia Phones  [View article]
    This seems to be an argument amongst people who've never run a company. In all these lengthy quotes from the legal agreement between NOK and MSFT only one clause seriously matters, all the others pre-supposing some measure of bad faith, which we can discount.
    This author is right, and I've been saying the same thing for weeks. This deal can be altered , even cancelled, by MUTUAL agreement. It is now 7 months old. It is said a week is a long time in politics. Well, 7 months is a long time in the tech world. If Nokia can demonstrate - we'll soon know - that D&S is now sustainably profitable we COULD - but may not of course - see one of two things: An improved price, or a termination by mutual consent with a suitably sized parting gift from MSFT. At any rate this deal is not set in stone as some argue.
    My own guess is that it will play out as planned, possibly with an upward price adjustment for which the parties could go to arbitration. Nokia will be allowed to return to the market in 2016. If they really want to, and I think they will. They're top-class and no, they won't need factories, and yes they're smart enough to stay close to MSFT and use them, plus their own current Taiwanese
    sub-contractors, to make Nokia branded phones. How good is that? What a deal...
    Mar 30, 2014. 06:10 PM | 1 Like Like |Link to Comment
  • Nokia Loses Court Appeal In India Tax Dispute But Faces Limited Liabilities  [View article]
    There is no way either Nokia or MSFT will walk away from this factory, unless it is actually closed down by the Indians, which they won't do. This plant must be profitable or it would already have gone. A deal will be struck sooner or later. We're dealing with people's livelihoods here and petulance is not the way big business operates.
    Mar 19, 2014. 07:48 PM | 1 Like Like |Link to Comment
  • New Profit Sources Provide Nokia With Major Upside  [View article]
    Dividends from proven sustainable profits only please. In the short to medium term Nokia need the strongest possible balance sheet to make their planned acquisitions.
    Mar 11, 2014. 05:10 PM | Likes Like |Link to Comment
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