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  • Observations From My Trip To China [View article]

    I always get a chuckle from naive ideologues that try to compare open spying and imprisonment policy for political and financial gain to the monitoring of communications to watch for people that want to, and WILL kill thousands if given the chance.

    Makes me want to stick the next sheltered kid that tries to make that straw man argument in a hole in a chinese "recondition" jail, like the guy who exposed Zoomlion and was subsequently jailed and beaten until he "confessed."
    Nov 3 10:42 AM | 4 Likes Like |Link to Comment
  • Observations From My Trip To China [View article]

    If you have not worked or contracted with Chinese companies, then you would not know.

    My work puts us in close partnerships with several chinese OEM tech vendors. The manufactured data, using/stealing of customer/vendor IP & process, and manipulating your sheets for auditors is standard MO for Chinese companies.

    The companies that don't employ these strategies often cannot match the sheets and growth numbers of those that do, and cannot compete for all that money the Chinese banks have been throwing around for the past 5 years.

    Essentially, if you want to compete for "gray market" and even open financing in China, you have to show ridiculous, and often faked, growth numbers to lure in the cash.
    Nov 2 02:02 PM | 9 Likes Like |Link to Comment
  • Google launches Nexus 5, Android 4.4 [View news story]
    Yeah... that's not the case at all.

    Tizen will be pre loaded with Baidu and other Chinese search engines that pay Samsung for that right. Not Google search.

    "Tizen phones... will still be able to run Android apps"

    That's the entire point. With one technicality. Android apps = Tizen apps.

    It takes a developer no time to re-label the program as a "Tizen App" for Samsung's App store.

    Kwong Hyung's entire goal and motivation (per conference all) is to stop giving so much $$$ to Google and start making that $ for themselves.

    You think Samsung spent millions on R&D on an OS and their own App store platform for Google's benefit?

    BTW - your definition of "far away" is pretty off. Samsung is targeting this holiday season for the release of their top of the line Galaxy phones in Tizen flavors.
    Oct 31 07:45 PM | Likes Like |Link to Comment
  • Google launches Nexus 5, Android 4.4 [View news story]
    Samsung is finally starting to understand that their reliance on Android will be their downfall. Which explains the urgent and panicked emphasis Kwon Hyun expressed on bringing Tizen to market ASAP.

    Google is doing their best to make android a commodity product by flooding the market with high spec'd phones selling at no margin. Google and Amazon used this strategy on Android Tablets to wipe out other vendors by pre-emptively undercutting everyone's pricing by reducing margin to 0. Samsung's Android tablets are big money losers as they have to sell at a relative discount to compete with the Nexus and Kindle.

    If Samsung wants to hold on to their market share in the Android Phone space, they will be forced to keep cutting their unit prices and squeezing their margins until they become money losers, like their Android tablets.
    Oct 31 03:34 PM | 1 Like Like |Link to Comment
  • NQ Mobile crashes as Muddy Waters calls company a "massive fraud' [View news story]
    MW has been sued countless times by Chinese companies in attempts to silence their whistle blowing.

    This isn't China where the company can pay the local police and local government officials to have reporters and whistle blowers' (and even their family) split apart, detained and beaten for indefinitely, until they 'confess'.

    GOOGLE ZOOMLION, their fraud, and how they silence reporters and whistle blowers.

    I for one, applaud MW and their exposure of fraud, corruption, and deceit. If they are found lible and slanderous, then make sure MW is punished in court.

    So far, MW has been proven right most of the time and the companies that have sued for libel have had their cases thrown out for lack of supporting evidence.
    Oct 25 04:40 PM | 1 Like Like |Link to Comment
  • Nokia Needs To Use Its Money Wisely [View article]
    Yeah.. I think you introduced me to that Seppo. Great resource.
    Oct 24 12:56 AM | 1 Like Like |Link to Comment
  • Nokia Needs To Use Its Money Wisely [View article]
    yeah. Foss Patents dot Com. Amazing resource for in depth breakdown of all the patent and legal battles going on.
    Oct 23 05:08 PM | Likes Like |Link to Comment
  • Nokia Needs To Use Its Money Wisely [View article]
    Micheal > Do you follow Florian Mueller's blog? Tons of info on the patent issues.

    From what I gather, NOK has barely touched on their potential to generate licensing revenue.

    Here's a JUICY tidbit:

    "Samsung apparently made Nokia an offer (the terms of which are unknown), which Nokia rejected (otherwise we'd have heard of a deal between them by now), but which it considered for about an hour (it requested a break for this purpose)."

    This means that Samsung was already starting to cave in and tried to make a lowball offer.

    Samsung is potentially facing serious, serious legal trouble over their stealing trade secrets of Apple & NOK's licensing deal.

    I can see NOK leveraging this and letting Samsung off the hook in exchange for a major, multi-year licensing deal.
    Oct 23 12:21 PM | 2 Likes Like |Link to Comment
  • Nokia Needs To Use Its Money Wisely [View article]
    Chancer > They have more than enough cash for both buyback and R&D... for many quarters.

    What they can't afford, is to blow several Billion on ALU and its french union labor.
    Oct 23 12:05 PM | 4 Likes Like |Link to Comment
  • Nokia Needs To Use Its Money Wisely [View article]
    IMO, these are the best uses for NOK cash:

    STOCK BUYBACK. This accomplishes 2 things. 1) Reduce the high float which reduces volatility and 2) Increase shareholder value.

    INVEST IN R&D - Nokia is still one of the top R&D houses in the world, and pumps out as many industry critical patents as anyone. IMO, this is Nokia's strength. Investing heavily in this division will help create a "R&D for Licensing" business model that has served ARM so well. This business unit has the potential to draw in massive revenues. Which leads to....

    PAY FOR LAWYERS. NOK is sitting on a gold mine of patents that have not been properly monetized through licensing. Samsung, HTC, Hwawei, ZTE are all openly stealing Nokia's IP with no recouse (for fear of retaliation lawsuits.) Now, Nokia can pay for a fleet of big guns to make the pirates & thieves pay.

    BUY ALU MOBILE UNIT IP - Only after it becomes insolvent. There is no need for NOK to go after ALU right now. LOEB buying in almost guarantees NOK will not try to buy ALU's unit outright. This is a short term money loser, and Loeb is not a manager that holds for long term. He's an activist. When he jumps in, and makes a public spectabcle, like NOK, he's in it for a quick win, within a year or so.
    Oct 23 12:01 PM | 7 Likes Like |Link to Comment
  • Nokia Is Now Fully Valued [View article]

    Take a look at the price and volume action since the announcement.

    There has been an initial run up, but since then, NOK has had THREE full weeks of completely flat, high avg volume, trading in a very, very tight range from 6.50 to 6.70.

    This is institutional accumulation at a set range. Not speculators, day traders, or irrational exuberance. Those 3 weeks of high volume, flat trading transferred alot of shares from speculators & profit takers to new long term investors.

    IMO, if momentum sustains on Monday, we are seeing the beginning of a breakout from this flat, accumulation period.
    Oct 19 11:59 AM | 1 Like Like |Link to Comment
  • More on Lenovo/BlackBerry [View news story]
    I see that straw man argument trotted out by the People's Daily all the time.

    Monitoring communications to stop someone from flying a plane into a building or blowing up your transit <> monitoring communications to steal IP.

    You really don't see the difference between a national government openly stealing IP vs. a private corporation doing so?
    Oct 17 07:21 PM | Likes Like |Link to Comment
  • More on Lenovo/BlackBerry [View news story]
    "The western free world has let Blackberry down"

    Jesus... lol.
    Oct 17 07:14 PM | 1 Like Like |Link to Comment
  • More on Lenovo/BlackBerry [View news story]
    Sorry... just not happy with the fact that the Canadians are willing to sell out everyone's security to the Chinese PLA for what... not even that much $ in the grand scale of things.

    Until the Chinese clean up their open IP theft and hacking policies (yeah right), I would not support rewarding the thieves with a set of keys to your door.
    Oct 17 04:52 PM | 3 Likes Like |Link to Comment
  • More on Lenovo/BlackBerry [View news story]
    "Sales fell along with overall demand for PCs when applefans learned they could play Angry Birds on the iPhones."

    This is not correct.

    Lenovo bought and took over operations from from IBM in 2005. iPhone was introduced in 2007. ThinkPad sales fell in the first quarters of 2006 and then dropped off a cliff during the 2006 holidays. By 2007 ThinkPad sales were near all time lows. Apple didn't even break 5MM iphone install base until the end of 2008.
    Oct 17 04:41 PM | Likes Like |Link to Comment