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Seppo2
$
NOK
$
MSFT
Ballmer: "5x more WP phones sold YoY". Since 70% are Lumias, we would (as an upper limit) get 0.7*5*2.8M=10M Lumias sold in Q4!!
Jan 8, 1:21 PM
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Seppo2
:
References
http://bit.ly/U1pIAU
http://gtnr.it/Sij1NK
http://bit.ly/Uxa5zw
Jan 8, 1:22 PM
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Seppo2
:
I am more and more convinced that Q4 earnings report will not contain any negative surprises regarding smartphone sales (consensus was 6.5M)
Jan 8, 1:24 PM
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Davidoff
:
Personally I'm more intrigued to see the Navteq results. Nokia sealed many contracts at Q3 and their revenue is supposed to be fixed in Q4.
Jan 8, 2:28 PM
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Colaolli
:
But the most important thing is that how many WP8 lumias they will sell since they dont make much profit with WP7.5 Lumias.
Jan 8, 3:29 PM
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NIKKG
:
I'm not gonna sell anymore shares and just gonna sit on my 10,000 until earnings before I decide on what to do next. .
Jan 8, 3:29 PM
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Leont68
:
Im estimating 9 t o 10 million windows phone sales in total in quarter 4 with Nokia making up 70 percent of total sales.
Jan 9, 8:35 AM
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Leont68
:
So 7 million ish Lumia 920 sales should total around 2 million worldwide because of on going shortages , best selling = 510
Jan 9, 8:37 AM
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Seppo2
:
@leon Which would be roughly the analysis consensus of 6.5M. So no negative surprises coming...
Jan 9, 8:37 AM
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Leont68
:
I grabbed all those number out of the air lols. but I would love to see how close my guestimates are compared to the quarter 4 report lol
Jan 9, 8:39 AM
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Seppo2
:
Why do you think the price is gonna drop (even more) leading to the earnings call?
Jan 9, 8:43 AM
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Leont68
:
hmm lets see, where to start, mostly because I think bad analyst coverage, bloggers spreading fud about nokia and wp8 sales.
Jan 9, 8:50 AM
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Leont68
:
etc etc
Jan 9, 8:50 AM
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Leont68
:
I personally think 7 million is a great number. We got to remember that the 920 didnt go on sale with att until november.
Jan 9, 8:52 AM
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Leont68
:
and also this quarter we got verizon selling the lumia 820 also. and tmobile the 810
Jan 9, 8:52 AM
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Seppo2
:
Thanks. Last time the price went up leading to the earnings call, so is the rumor mill gonna be more negative this time then?
Jan 9, 8:55 AM
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Colaolli
:
The price did not dip on Q3 report either despite only 2.9 million lumia sales which is horrible
Jan 9, 8:58 AM
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Leont68
:
I think last time there was a lot of short covering going on. Not sure it will happen this time around.
Jan 9, 9:01 AM
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