Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James) [View news story]
I think there is too much talk about the smartphone side of the NOK´s overall business.
Let´s remember that it is only a small portion of the hole company.
Nokia (NOK +4.7%) has cracked the $4 barrier today. Possibly helping is a Bloomberg report that HTC has shelved plans for a large-screen Windows Phone due to the fact WP8 doesn't currently support 1080p displays. HTC recently launched the Droid DNA, an Android phone with a 5" 1080p display. [View news story]
Can Nokia Pull Ahead Of Research In Motion? [View article]
Is Nokia On The Verge Of A Major Rebound? [View article]
The maps speak for themselves
http://bit.ly/Qpv6NE
Hopefully they can ship as many new Lumia phones as possible before Black Friday.
My take:
Probably the stock gone fall a bit after OCT 8 Q3 results, but after that 4$ is reasonable before 2013.
Nokia's Lumia Strategy Will Pay Off Nicely [View article]
Nokia shares $1.35bn EU graphene research grant.
http://bit.ly/Y6q47U
Guaranteed excellent devices years to come!
Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James) [View news story]
Let´s remember that it is only a small portion of the hole company.
4G is here already and crowing fast.
http://onforb.es/X7E06C
Compared to RIMM, NOK is in my view in a way better position.
Disclosure : Long NOK, if the stock gone fall I am just keeping adding more worked so far.
Will Nokia's New Lumia Phones Live Up To Investor Hopes And Hype? [View article]
Disclosure: Considering to buy another portion of NOK.
My bet stock will reach 4.15$ in January.
http://seekingalpha.co...
After Q4 results it´s getting really interesting.
PS:
Tablet is coming:
http://vrge.co/UcjhMU
Nokia (NOK +4.7%) has cracked the $4 barrier today. Possibly helping is a Bloomberg report that HTC has shelved plans for a large-screen Windows Phone due to the fact WP8 doesn't currently support 1080p displays. HTC recently launched the Droid DNA, an Android phone with a 5" 1080p display. [View news story]
http://seekingalpha.co...
21.sept
My take:
Probably the stock gone fall a bit after OCT 8 Q3 results, but after that 4$ is reasonable before 2013.
Molycorp: CEO Confidence In Light Of SEC Action? [View article]
How long these investigations usually take?
Can China Take Shares Of Nokia Past $5 On Recent Lumia 920 News? [View article]
For me it is 50%-50% that the stock will be 5$ lets say in 4 months.
On second though to be bullish 60%-40%. :)
Disclousure: Considering to buy another portion of NOK.
My bet stock will reach 4.15$ in January.