Seeking Alpha

qdmj6

qdmj6
Send Message
View as an RSS Feed
View qdmj6's Comments BY TICKER:
Latest  |  Highest rated
  • 3 Plays On Tap After Shares Of Nokia And Alcatel-Lucent Fall [View article]
    I guess Alcaltel-Lucent's figures are within tolerance, and information about strong growth coming from next-generation products is encouraging. Next: accelerated evolution in favor of talents?
    May 7, 2015. 10:09 AM | 2 Likes Like |Link to Comment
  • Why Nokia Stock Is Heading To $8 Despite Underperforming Network Business [View article]
    Among share owners it is uncertainty that affects NOK share price more than the messages sent by Suri Rajeev and Risto Siilasmaa. Nokia's performance is not bad on the markets, where Chinese companies are aggressively trying to win more share. Doubts have been reported that China is supporting Huawei and ZTE. If so, no western networks company is safe: not Alcatel-Lucent, not Ericsson, not even Nokia. There is a need for "a big champion that could compete with Huawei and Chinese champions" (http://on.wsj.com/1AAjsna). The champion is made combining the best of Nokia with the best of Alcatel-Lucent. Engineers understand that if something works fine, there is no need to fix it.

    As regards merger with Alcatel-Lucent more risk than the opportunities have been emphasized by analysts, contrary to what Nokia's top management and board have emphasized. Nokia invests in the future (5G). This is evident judging from Nokia network's research and development expenses. On Q1/15 they were 504 million euross while on Q1/14 they were 433 million euros. With the same R&D expenses as in Q1/14 Nokia networks operating profit would have been 136 million euros in stead of 65 million euros. Markets would have been more happy than they were, but it is not how a champion is made.
    May 4, 2015. 03:12 PM | 12 Likes Like |Link to Comment
  • Here's Why Nokia Is Buying Alcatel-Lucent [View article]
    I speak about this: sooner or later the world will be seen trough artificial [world] brains
    Apr 26, 2015. 03:14 AM | 1 Like Like |Link to Comment
  • Here's Why Nokia Is Buying Alcatel-Lucent [View article]
    Nokia and Alcatel-Lucent (ALU) have talked about merger since 2012. In 2013 ALU told that it cuts 10,000 jobs and sells several assets over the next 2 years in order to shift focus to high-speed broadband and Internet products and reduce investments in older technology. This is fully in line with Nokia's interests. Thus, ALU has been prepared for a merger for years, although through a different concept [joint venture] that Nokia used when preparing a merger between Nokia networks and Siemens Networks. Nokia has more ambitious aims than just growing through old customers of merged companies. Nokia aims to change our life, and there is now 'extraordinary innovation capability' (http://nokia.ly/1ave1i2) for that.
    Apr 25, 2015. 05:46 AM | 3 Likes Like |Link to Comment
  • Nokia And Alcatel-Lucent: What Will The Future Hold? [View article]
    In the world where everybody and everything is connected the pioneers who set standards and create tools, have influence on lives of billions of people. Life can change fundamentally, when people can easily and without delay learn every piece of public information that they want to know. I have an feeling that Nokia knows exactly what it is doing, and it has made great advance in solutions of the big puzzle. It is not only networks, it is all as regards communicating, and what is needed to make communication possible.
    Apr 17, 2015. 09:54 AM | 7 Likes Like |Link to Comment
  • Rising Competition Could Lower Nokia's Valuation By Up To 10% [View article]
    I understand that Nokia's phone business is for making money with the patents and IP. The latest patents can give indications about the business where the most promising prospects are (programmable world devices and software): http://bit.ly/1F0xS3w
    Mar 27, 2015. 07:38 AM | Likes Like |Link to Comment
  • Rising Competition Could Lower Nokia's Valuation By Up To 10% [View article]
    The article is strongly past oriented. Examining Nokia as three separate parts make no justice to what Nokia is today - with a focus in programmable world. I believe that Nokia has been winning big deals because of the contents of its offers, because of leading-edge technology and solutions bringing substantial added value, not because of low price. How could Nokia otherwise do well on the markets of China and US. I am expecting strong financial performance from Nokia this year.
    Mar 26, 2015. 11:48 AM | 4 Likes Like |Link to Comment
  • Nokia Is Preparing For Its Android Future [View article]
    There might be more message in 'Nokia 1100': Wikipedia: .. the world's best selling phone handset and the best selling consumer electronics device in the world.
    Mar 6, 2015. 02:54 PM | Likes Like |Link to Comment
  • Update: Nokia - Mixed Quarter But No Reason To Worry [View article]
    If Suri calls 2015 as "the year of implementation", the year(s) before were likely year(s) of visioning, and restructuring. So Q4/2014 figures can be indicative.
    Jan 29, 2015. 09:38 AM | 2 Likes Like |Link to Comment
  • The $250 Nokia N1 Tablet Is A Future Growth Catalyst [View article]
    However, the price is unique and the business concept is clever.
    Jan 7, 2015. 11:23 AM | 3 Likes Like |Link to Comment
  • The $250 Nokia N1 Tablet Is A Future Growth Catalyst [View article]
    It is hard to keep margins good when competition is hard, unless a company has something unique to offer.
    Jan 4, 2015. 02:58 PM | Likes Like |Link to Comment
  • The $250 Nokia N1 Tablet Is A Future Growth Catalyst [View article]
    Agree C%. Nokia is just making use of its brand and IP. N1 is likely the final reason to invest, because N1 has nothing unique in itself. Nokia vs India tax dispute can affects NOK value more than N1 success.
    Jan 4, 2015. 02:55 PM | Likes Like |Link to Comment
  • Will Nokia Beat Expectations? [View article]
    The best thing is that Nokia is getting stronger in Greater China and USA, the two leading nations at the moment, with markets where products and services need to be better than good enough in order to succeed.
    Oct 23, 2014. 03:40 PM | 2 Likes Like |Link to Comment
  • Will Nokia Beat Expectations? [View article]
    Yes, WAS as was, but not for right reasons.
    Oct 21, 2014. 04:23 PM | 1 Like Like |Link to Comment
  • Will Nokia Beat Expectations? [View article]
    Based on news Nokia winning in all front of its business, and connecting teras of people, devices,.. +numbers, AND +guidance for 14Q4 on October 23, 2014 are within sane expectations.
    Oct 21, 2014. 03:27 PM | 1 Like Like |Link to Comment
COMMENTS STATS
216 Comments
373 Likes