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Doug R

Doug R
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  • Nokia: 50 Million Windows Phone Sales Possible For 2014 [View article]
    ALU + NOK is not happening, but I agree with your thinking across the board. Cheaper handsets, free software and health apps set up increased Windows market share nicely heading into Q1 2015. And the Samsung patent windfall should hit the books in Q2 2015, so $12 share price in Oct is expected. Yes, Cortana could be a sleeper if it can get traction and word of mouth before the next Apple anything launches. Everything to do with NOK is 60 Days late, lets see how much it hurts in July. Good article.
    Apr 7, 2014. 01:11 AM | 2 Likes Like |Link to Comment
  • Nokia's Licensing Deal With HTC Confirms Long-Term Patent Potential [View article]
    Risto is by far the worst CEO of any handset manufacturer in the history of mobility. 40% market share to nearly 2% in 4 years, Elop may look like a god in a few years. And Timo, for God's sake, take off you all caps just once.
    Feb 12, 2014. 08:38 PM | 1 Like Like |Link to Comment
  • Nokia And The Graphene Opportunity [View article]
    RedRut, I'm just saying that based on what we know about the Nokia RD department, it makes sense that they may have some solid knowledge of how to pursue this, of course some of the best companies are spun out of universities, but very few of them have millions of phones in peoples pockets. And if they can make a case for understanding it better than most, it will push the share price a little higher, and that's really all we care about.
    Feb 4, 2014. 11:47 AM | 1 Like Like |Link to Comment
  • Nokia And The Graphene Opportunity [View article]
    As usual, Seppo leads us to real data on Graphene. I didn't see many companies in that list, so that's good for Nokia. And after skimming the publications page, they've been thinking about this for awhile. So I agree with the author, we should see something soon, and I see revenue in two years. It may make getting back into phones cheaper, and will definitely help continue camera dominance, which at some point can be licensed to Samsung and Apple.
    Feb 4, 2014. 01:45 AM | 6 Likes Like |Link to Comment
  • Nokia's Value And Growth Are HERE: Shares Could Gain More Than 30% In The Next Year [View article]
    @sideline, no more dips, Jan is usually an up month for NOK.
    @diablogun, it maybe 10X down the road, but he went conservative, I think the market will give us closer to 5X by Q3. I agree we're headed to $2.5-3B a year on patent revenue in 2015. And I have a feeling there are some nice patent revenues coming from Pureview or other camera features from Advanced Technology that we'll all be able to extrapolate this time next year heading into 2015. And what if their watch takes off? We all know that's going to be big in 2014. I got the Qualcomm Toq at their developer conference, its by far the best, so I'm interested to see what Nokia has been working on. Side note, The 8GB samsung
    DRAM could be huge: http://bit.ly/19zHqag
    AH makes a rare, but decent point, we really don't know how long its going to take to monetize HERE properly, but the author's 20% margins I agree with.
    @doggie, I still can't figure out why GS Simon said that when they still owned so many shares, super shady IMO--theivery. I think once we cross $10, more funds jump in and push us to $12 pretty quickly.
    @Matt Levy, Great article
    Dec 31, 2013. 01:48 PM | 2 Likes Like |Link to Comment
  • LTE Patents And China/Emerging Market Contracts Makes Nokia A Buy [View article]
    @joshvegas, Net income:$3B, conservative. like to see $4.5B, remember the lower tax bill that is coming.
    @ewmpsi:brilliant
    @seppo, respect always.
    A year from today, share price $17.
    Merry Christmas all!!!
    Dec 25, 2013. 01:31 PM | 4 Likes Like |Link to Comment
  • JPMorgan, Berenberg see Nokia improving IP monetization [View news story]
    Perfectly said Sidiji.
    Hneumann is right. I was at the Microsoft Xbox executive advertising launch event the other day, and I was able to control everything on the tv with my 920, surf the web, play games, etc. now they really have a 360 experience, and kids are going to start asking for MSFT/Nokia handsets to go with their Xbox.
    LaRue the tax battle will be resolved, does India really want to put 30K people out of a job? Doubtful.

    Dwdallam, JPMorgan and Goldman Sachs were the first to buy NOK last summer when it was $2, and although they've sold most, I think they are still incentivized to see it go up further, but your concerns are valid. And it always pops in Jan, so if it can set a new ceiling at $10 before the deal closes, then we're on our way to 12 by the end of Q1, another 50% move upward that is not dead money, just smart buy and hold. Yeah I'm talking to you Andreas who seems to forget Capital gains taxes for us small time investors.

    Oh and I'll give you all a new pick--MKTG, a double by May.
    Dec 7, 2013. 04:36 PM | 3 Likes Like |Link to Comment
  • Nokia: What Lies Ahead? [View article]
    The 800 case is weak, and the 613 should not pose a problem. The 868 may be an issue, but in no way harmful to the Microsoft deal.

    Can NSN do 15B a year, maybe. It's a few years before real revenue from HERE increases.
    Nov 28, 2013. 09:46 PM | 1 Like Like |Link to Comment
  • An Unexpected Fallout From The Nokia-Microsoft Deal Announcement [View article]
    Thanks Seppo, that's good to know.

    And we're of to 9.00 folks, maybe next week.
    Nov 22, 2013. 11:56 AM | 3 Likes Like |Link to Comment
  • An Unexpected Fallout From The Nokia-Microsoft Deal Announcement [View article]
    Better buy what you can afford now, its not going below 7.60 ever again.
    Nov 19, 2013. 01:55 PM | 1 Like Like |Link to Comment
  • Microsoft's Mobile Efforts Buoyed By Nokia Innovations [View article]
    You always make smile Randall. When we break 7.50, we're days away from testing 8.
    Oct 29, 2013. 10:42 AM | 2 Likes Like |Link to Comment
  • Nokia Lumia 2520 Tablet Is A Non-Factor [View article]
    Its dropping ahead of earnings and its close to a 2 year resistance. if it breaks 7.50, its a straight shot to 8+, and if the earnings aren't bad, we could see it touch 9 in Jan.
    Oct 29, 2013. 01:21 AM | 1 Like Like |Link to Comment
  • How Is Nokia's Recovery Going? [View article]
    I hope this doesn't ruin my plan of $20/share in Q2 2016. I suppose if we hang out in the $6 range for a bit, then $8 with NSN is just around the corner, like Q1. More contracts are coming, I'm intrigued to see if the patents include all of the LTE, that would be bad. Its a $10B goldmine. But the reality is $7B is a steal for MSFT, but profitability means everything to fund managers, so, we could see $7.50 by Xmas. And with all that cash, and low overhead, many good things could happen faster than they have been. Still need the OS to get better, and the apps will definitely start happening, so we'll see folks. Let's hope for a $5.75 close today.
    Sep 3, 2013. 03:03 AM | Likes Like |Link to Comment
  • How A Beer Game Explains Nokia's Supply Chain [View article]
    Best Nokia article on the biggest problem with devices all quarter. Well done
    Jun 5, 2013. 03:10 AM | 1 Like Like |Link to Comment
  • Nokia Wants To Be Bought [View article]
    Yes, I hear the Phablet will be out in early July. I'll research the definitive EOS launch, and check back in next week.
    May 29, 2013. 01:32 PM | 1 Like Like |Link to Comment
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