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  • Time To Trade Apple For Nokia? [View article]
    Interesting points Luke and @Systembolaget, come to think of it when you hold the phone it feels nice when a instrument fits well in your palm and interestingly, I missed the angle of a heavy device helping stabilize the camera - IMO a pretty valid point. I am not sure if Nokia will use carbon fiber in the future (but the cost could be a prohibitive factor).
    Nov 12, 2012. 10:18 AM | 1 Like Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    Luke, I was referring to the recent price drop from 2.85 cents to $2.65.
    Nov 12, 2012. 01:48 AM | Likes Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    @carpe, the problem with "sold out" banners is that we don't exactly know how many of them were sold. They could have as little as 20 in stock and say that they were sold out - so that in and by itself cannot be used as a banner to suggest that Lumia 920 is doing blockbuster sales in Europe. Although, I do give in to your argument because the sales were compared to other brands like Samsung, Apple, which usually sell is large quantities; so, from that standpoint (if this line of argument is correct) then you have a valid point.

    Am I missing something, being from US I don't know how the markets work in Europe. Does anybody have insights into how many devices have been sold over last week or so? Can we extrapolate it based on the historical sales data associated with sales of Samsung, Apple and others in Europe.
    Nov 12, 2012. 01:32 AM | Likes Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    @eldaedhel, could you please provide some quantitive data about the COGS (say, per 100 units sold by Nokia, if that makes sense) that can be digested by a layman like me?
    Nov 12, 2012. 01:22 AM | Likes Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    hilarious Luke, Westkite - each one to their own medicine (or you may say poison) - it is like the schrodinger's cat, come back in about 6 months or so and we will see if the cat is alive or dead - until then...

    BTW: Just a wild thought how much is the drop in Euro relative to the Dollar contributing to the drop in the value of Nokia's ADR? If it is indeed impacting, then Nokia is holding up its value pretty well.
    Nov 12, 2012. 01:13 AM | Likes Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    Just saw this article by Jessica Dolcourt from CNET, she is another reviewer who bashed Lumia 920 for its "weight." Here she reviews the new features in Nokia's Map - this is exactly what I was eluding to in my earlier post, the location platform service will all for such rich integration, this is just the start. I checked it out on my Lumia 900 and it is really cool. I am not sure why they haven't integrated these features (along with the satellite view) into Nokia Drive - not sure if Nokia Drive+ will include that - anybody has any idea?
    Nov 12, 2012. 12:55 AM | 1 Like Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    Do you know when these flexi displays are coming to the market? Some of the pictures look like a 7 inch tablet, but may be I am wrong.

    This is going to be the next disruptive technology for sure, think about the applications in games, schools, therapy, etc. the applications are mind boggling. Read on some blog that Samsung is also working on a similar technology - is it going to pay royalty to Nokia, or is it going to repeat the history of just taking and running with it?
    Nov 12, 2012. 12:47 AM | Likes Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    I have been reading reviews from zdnet and other such websites and the common trend from most of them is to glorify all the nice features of nokia lumia 920 and then in some way keep coming back to its weight. But it is very interesting to see how many people are vouching that the weight is in no way an issue, in fact they like the solid build! As sample check this out:

    This is the first time in my memory where the people commenting on the review are being consistently put off by the quality of the review. That speaks volumes about the Nokia Lumia 920.

    zdnet as an example praises Nokia Lumia 920 for all its hardware features but bashes some of the features native to Windows Phone 8 OS and calls out Nokia Lumia 920 to be "heavy." None of them are candid to say that the weight is nearly comparable to that of iPhone 4 (with a cover/jacket). Not one of those reviewers in my memory slandered iPhone 4 for its weight - go figure...
    Nov 11, 2012. 09:52 PM | 1 Like Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    I very much doubt that the price might have a limited timeframe, here it usually stays that way, prices usually tend to drop and not go up.

    I am personally more inclined to buy @FinanceHulligan's argument that this subsidy is being entirely borne by AT&T and that Nokia is getting its full share of money - does anybody know if AT&T agreed to sell X number of Nokia devices in US in exchange for exclusivity and a certain price point paid by AT&T to Nokia?
    Nov 11, 2012. 04:01 AM | Likes Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    Not sure if Walmart has made a mistake in quoting the price of Nokia Lumia 920, they probably meant 49.99 for Lumia 820 :)

    I just called AT&T to see if they would refund me on my yet to be billed order, the sales specialist asked me to go over to the nearest AT&T store and see if they can refund me the difference; he also told me that I have 14 days after activating the Lumia 920 to return it and reorder it from Walmart.

    Dang it, it is just going to delay things.
    Nov 10, 2012. 09:56 PM | Likes Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    Thanks for the correction @Systembolaget. Nokia is a full service enterprise and it is doing things coherently, given their expertise in the end to end network and the way they have carved a play for themselves IMO they will do just fine over the next few years.
    Nov 10, 2012. 02:19 PM | Likes Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    @eldaedhel, I am not sure if you will agree with me but, IMO, the very day Nokia decided to burn their Symbian platform implicitly they signed themselves up to a tiered market for their products. In a way Windows Phone 8 platform is very similar to Android in that a device manufacturer can only make good margins if they can clearly differentiate themselves from their peers on the quality of their individual offerings and how they are able to effectively build and augment the base eco system to help create a niche offering - in this case, Nokia is creating its niche augmentation to the new windows 8 eco system (from the level of hardware and above) by offering their own home grown best in class Camera, Sensors (GPS, etc.), NFC, highly touch sensitive user experience; to platform level services like Maps, High data compression ratio, to application software - Nokia Drive+, Augmented Reality/City Lens, Free Nokia Music, etc. - so when one buys a Nokia product they are really getting a Windows Eco System++ which no other competitor within that system is able to offer. The majority of the reviews that I have been hearing is how Nokia is better than or weaker than iPhone or a Android and not its own peers within the windows eco system. IMO, this in and by itself is an excellent foot holding that Nokia will monetize eventually. I think this is what @ewmpsi was eluding to when he said one can't look at a company purely on the basis of its cold financials.

    Another slant to the above argument could also be that when you are trying to get a patient in critical state back to normal you as a doctor would see the health parameters swing in different areas, a doctor has to choose which of them should be watched at and which of them will come back to normal once the vitals are back. I think Elop's call in this major restructuring phase is to let the COGS be high in the interim because as the sales pickup Nokia will have created a market for itself within this eco system (like: through patents; platform services like: Maps, Imaging, etc.; and, application level offerings like: Nokia Drive+ and, others to come, available on other peer platforms, etc. If that is not all it will also allow the application developers to augment Nokia's offering like: Camera, NFC, etc. through their own extensions - not sure if Nokia will be able to monetize anything on this front).

    The reason I listed all the above was to show you that there are a number of fronts which have a potential to help study the financial aspects of Nokia.

    Personally, I am betting on Nokia's augmentation and innovation capability as being far, far superior to its peers and I am hopeful that this will lay a solid foundation for its future. It is the only company that, I think, is silently making a foray into the enterprise market and if I am not mistaken with the buyout of imaging company Scaladon, will be able to offer products for the enterprise verticals like health care, printing, etc and supply chain in general. So, in due course probably time for Xerox, HP and others to watch out as well.

    Nokia is not going to go bust anytime soon this eco system and its augmentation is going to take 2+ years to take create deep roots so until then the stock will get trashed around, for those who stick with it may have a wholesome return in the end.

    My only concern is that AT&Ts sales rep are not presenting the above clear differentiators to a potential buyer. In a way, when you carry a Nokia its "weight" of innovation shows in every way and can make you feel comfortable that you, as the user, are not getting short chained and are covered on all fronts as far as the user experience goes :)
    Nov 10, 2012. 11:44 AM | 2 Likes Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    Very helpful insights @carpe, thanks.
    Nov 9, 2012. 11:31 PM | Likes Like |Link to Comment
  • Time To Trade Apple For Nokia? [View article]
    I am not sure if Sam Biddle was really serious when he wrote this review; IMO, journalist should not bring their personal baises but should rather present the facts and let people decide.

    From all perspective he seems to be all praise for Nokia Lumia 920 but he keeps harping about weight and bluntly states don't buy it - I believe it is a very poor judgement call on his part - but hey those are his thoughts and he's got a job which allows him to do that. The user comments are entertaining to say the least, and most of them are supportive of Nokia (which took me by surprise), although quite a bit of uncalled for profanity...
    Nov 9, 2012. 11:12 PM | 1 Like Like |Link to Comment
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