Nokia's Shares Are Benefiting From Irrational Exuberance [View article]
Saibus Research,
I have traded for many years and have read thousands of research reports, probably more than you have ever written. Never in my life have I witnessed a research company go after a company as hard and as negative as yours.
This shows a clear bias against Nokia by Saibus Research thus removing you as a serious analysis of their stock. You have totally disqualified yourself as a qualified analysis of their stock.
As it relates to Saibus Research, you can never be viewed as a "Market Neutral" analysis as it relates to Nokia.
Disclaimer: I no longer holds shares in Nokia having sold my position a while back, made some money, and moved on.
Ilari Nurmi, Nokia's (NOK) VP of product marketing and the exec responsible for its smartphone strategy, has left the company for unknown reasons. Nurmi's departure comes as speculation grows CEO Stephen Elop will get axed next year if Nokia's Windows Phone 8 sales disappoint, and 3 months after chairman Risto Siilasmaa talked about having a "contingency plan" (believed by many to be Android) should WP8 fail to meet expectations. [View news story]
Now wait a minute, are people looking at the phone or the operating system. You can put an operating system on any phone but not every phone is a good phone. I am looking at Nokia making an excellent phone, they always have. That will sell the phone.
Selling Home: Is Nokia Getting Really Desperate? [View article]
I have always told my children that an "asset" is basically worthless until it is turned into cash. This potential sell to me is a clear sign that Nokia is serious about surviving. This move does not come from a position of weakness but from a position of strength and a determination to survive. Outsiders that have been existing in a world of ease should now better watch out. I personally think Nokia has finally confronted its denial is on the move now.
Nokia's Burning Cash On Its 'Burning Platform' [View article]
Words like "Pitiful", "Pathetic", and "Mediocre" are usually not words associated with high level, critical thought, business evaluation. My thoughts would be more like, lets wait and see since we are only a few weeks away from the culminating events.
The number of articles written, both pro and con, over the last three to four weeks about Nokia and Windows 8 is very telling to me
With the release of a new high end smartphone and the TRUE introduction of another operating system, it has really shook up the cell phone industry.
Pres. Obama is expected to nominate Tom Wheeler, a former CEO for both the cable and mobile phone industry's top trade groups (the NCTA and CTIA), to be the next head of the FCC, the WSJ reports. Given Wheeler's background and the fact he supported the AT&T/T-Mobile merger (shot down in part by the outgoing Julius Genachowski), albeit on grounds it would give the FCC a chance to impose new regulations, AT&T (T) and Verizon (VZ) might be happier with this report than Sprint (S) and MetroPCS (PCS). If Wheeler gets the job, he'll arrive ahead of a major spectrum auction whose rules are still being hotly debated. [View news story]
Well, looks like Obama has found a new donor. We need to keep the playing field a open as possible to allow for more and better competition !!!
Does Nokia Continue To Disappoint In A Highly Competitive Industry? [View article]
Tell me something I didn't know. The fact that you used the word "consider" means you are not sure either. So I plan to sit back, watch and wait because I do not believe this chapter in the biography of Nokia has not been completely written yet.
The market, the industry and the consumer will let us know in due time. For all we know we may be witnessing the birth of a new operating system in the cell phone environment that will now make it a three party game instead of two (Apple & Android).
I am late to Nokia and come specifically for the trade. Two things do stand out for me. First, Nokia is an excellent cell phone producer and has always been one. Second, Mr Elop came to Nokia with one specific objective in mind,whether conscious or subconscious, and that was to introduce some form of Microsoft operating system to the cell phone environment. That may be good, that may be bad, I am Market Neutral.
Upcoming FCC spectrum auctions should be structured to guarantee smaller nationwide carriers - no doubt T-Mobile (DTEGY.PK) and Sprint (S) - are able to purchase a fair share, so as to "improve the competitive dynamic among nationwide carriers and benefit consumers," the DOJ argues in a public filing. Verizon Wireless (VZ, VOD) and AT&T (T), who are already complaining the auctions (arriving in 2014 or later) will cap how much spectrum they can acquire, can't be happy to hear that. [View news story]
This is encouraging news. You see, we the citizens of the United States own our airways and do not mind sharing them with business in order for the nations as a whole to benefit from what we own.
It is good that our airways may now be shared more evenly with the many business that want to do business with us and I hope all do well but not at our expense.
Now some of the more smaller companies will have a better chance to compete in the wireless market and a couple may even want to come together and join forces to form a third more equal and competitive company. This could do nothing but benefit all concerned.
As for outside interests that have viewed the U.S. market as a much easier and softer market than their own, we welcome you, but this may not be as easy as it has in the past.
This is in no way meant to be critical but to celebrate in the "Free Market" way of doing business. You see, the "Free Market" is people and not businesses.
From John Hempton's lips to the market's ears. The "just insane" bidding up of the almost certainly worthless common stock of Fannie and Freddie (FNMA.OB, FMCC.PB) savagely reverses, with both falling more than 50% within minutes. [View news story]
What we are seeing now is just knee jerk and market players. Over the long haul I think FNMA, in my case, is a valuable stock. Any company that controls, conservatively, over 75% of the housing finance in this country has to be worth something. You see "true value never looses true value".
I am holding and have been holding for several years FNMA waiting for the day when this company is spun off or restructured into a new form of enterprise and continues to operate in finance.
I don't want the money for the stock I own now but I want shares in the new enterprise this company will eventually develops into, probably one or more private enterprise.
Global shares are taking a dive as Washington continues the agonizing over the fiscal cliff, with S&P futures -0.3%. Surely investors know by now the way its likely to play out - nothing will be agreed until the very last minute, after which shares will enjoy a relief rally. Back in the corporate world, Green Mountain (+21%) gets back to winning ways in its latest earnings, while Knight Capital jumps 19% following a bid from Getco. Later: New home sales. Fed's Beige Book [View news story]
How dumb are we !!
President Obama is a Union Scholar, Community Organizer, all around people Organizer. He uses Union tactics to negotiate and promote his causes. Look at his history and review all his past negotiation tactics. He wants to go over the Fiscal Cliff (strike) so when he eventually go back to debate the issue he will have an edge. Don't take my word, review his past.
Maybe he should review the "Twinkies" situation this time.
Job number one of the next Obama administration would appear to be the ousting of FHFA chief Ed DeMarco, who has blocked Treasury's efforts for principal reductions for troubled mortgages. Doing the job he was hired to do, DeMarco contends such moves sound nice, but have proven to be worse than existing programs at reducing foreclosures and saving the taxpayer money. [View news story]
If you lower the bad mortgages, then I expect you to lower mine too. All you are doing is resetting the bar.
One further thought on article. One of the best ways to get involved with a person or group is to "pick a fight". All opinions and reactions then come out. I have enjoyed the article, especially the comments and I have learned a lot. I will trade much better because of it.
The Reports Of Nokia's Demise Have Been Greatly Exaggerated [View article]
What has just been said in recent comments has scared me to the point that I am considering stopping trading and going into "Stamp Collecting". I am not that smart or wise. I cannot see that far. I thought "Ma Bell" was supposed to take over the world and Alexander Graham Bell would lead the charge. YO !
Steve Elop Helps Ease Some Worries Regarding Nokia [View article]
I look at this in two parts. First as operating system and second as hardware.
If Microsoft does a good job and produces a good product, (ie Windows 8) than would the public not want the same operating system they have on their computer on their phone. Its like they (PC, Tablet, Phone) all become one environment. One total communication, networking and play environment on all my hardware.
If Nokia focuses on and makes the best mouse trap (phone) then would the public not also want their operating system on the best phone.
As for marketing, my neighbor who is happy with their operating system, their PC, their Tablet and their Phone in the long run will sell way more phones than someone that only sells "fluff" for a short while.
Nokia's Shares Are Benefiting From Irrational Exuberance [View article]
I have traded for many years and have read thousands of research reports, probably more than you have ever written. Never in my life have I witnessed a research company go after a company as hard and as negative as yours.
This shows a clear bias against Nokia by Saibus Research thus removing you as a serious analysis of their stock. You have totally disqualified yourself as a qualified analysis of their stock.
As it relates to Saibus Research, you can never be viewed as a "Market Neutral" analysis as it relates to Nokia.
Disclaimer: I no longer holds shares in Nokia having sold my position a while back, made some money, and moved on.
Ilari Nurmi, Nokia's (NOK) VP of product marketing and the exec responsible for its smartphone strategy, has left the company for unknown reasons. Nurmi's departure comes as speculation grows CEO Stephen Elop will get axed next year if Nokia's Windows Phone 8 sales disappoint, and 3 months after chairman Risto Siilasmaa talked about having a "contingency plan" (believed by many to be Android) should WP8 fail to meet expectations. [View news story]
Selling Home: Is Nokia Getting Really Desperate? [View article]
Nokia's Burning Cash On Its 'Burning Platform' [View article]
The number of articles written, both pro and con, over the last three to four weeks about Nokia and Windows 8 is very telling to me
With the release of a new high end smartphone and the TRUE introduction of another operating system, it has really shook up the cell phone industry.
Nokia's Lumia 920 AT&T Exclusivity Is A Huge Mistake [View article]
Pres. Obama is expected to nominate Tom Wheeler, a former CEO for both the cable and mobile phone industry's top trade groups (the NCTA and CTIA), to be the next head of the FCC, the WSJ reports. Given Wheeler's background and the fact he supported the AT&T/T-Mobile merger (shot down in part by the outgoing Julius Genachowski), albeit on grounds it would give the FCC a chance to impose new regulations, AT&T (T) and Verizon (VZ) might be happier with this report than Sprint (S) and MetroPCS (PCS). If Wheeler gets the job, he'll arrive ahead of a major spectrum auction whose rules are still being hotly debated. [View news story]
Does Nokia Continue To Disappoint In A Highly Competitive Industry? [View article]
The market, the industry and the consumer will let us know in due time. For all we know we may be witnessing the birth of a new operating system in the cell phone environment that will now make it a three party game instead of two (Apple & Android).
How Stephen Elop Destroyed Nokia [View article]
Upcoming FCC spectrum auctions should be structured to guarantee smaller nationwide carriers - no doubt T-Mobile (DTEGY.PK) and Sprint (S) - are able to purchase a fair share, so as to "improve the competitive dynamic among nationwide carriers and benefit consumers," the DOJ argues in a public filing. Verizon Wireless (VZ, VOD) and AT&T (T), who are already complaining the auctions (arriving in 2014 or later) will cap how much spectrum they can acquire, can't be happy to hear that. [View news story]
It is good that our airways may now be shared more evenly with the many business that want to do business with us and I hope all do well but not at our expense.
Now some of the more smaller companies will have a better chance to compete in the wireless market and a couple may even want to come together and join forces to form a third more equal and competitive company. This could do nothing but benefit all concerned.
As for outside interests that have viewed the U.S. market as a much easier and softer market than their own, we welcome you, but this may not be as easy as it has in the past.
This is in no way meant to be critical but to celebrate in the "Free Market" way of doing business. You see, the "Free Market" is people and not businesses.
From John Hempton's lips to the market's ears. The "just insane" bidding up of the almost certainly worthless common stock of Fannie and Freddie (FNMA.OB, FMCC.PB) savagely reverses, with both falling more than 50% within minutes. [View news story]
I am holding and have been holding for several years FNMA waiting for the day when this company is spun off or restructured into a new form of enterprise and continues to operate in finance.
I don't want the money for the stock I own now but I want shares in the new enterprise this company will eventually develops into, probably one or more private enterprise.
Global shares are taking a dive as Washington continues the agonizing over the fiscal cliff, with S&P futures -0.3%. Surely investors know by now the way its likely to play out - nothing will be agreed until the very last minute, after which shares will enjoy a relief rally. Back in the corporate world, Green Mountain (+21%) gets back to winning ways in its latest earnings, while Knight Capital jumps 19% following a bid from Getco. Later: New home sales. Fed's Beige Book [View news story]
President Obama is a Union Scholar, Community Organizer, all around people Organizer. He uses Union tactics to negotiate and promote his causes. Look at his history and review all his past negotiation tactics. He wants to go over the Fiscal Cliff (strike) so when he eventually go back to debate the issue he will have an edge. Don't take my word, review his past.
Maybe he should review the "Twinkies" situation this time.
Job number one of the next Obama administration would appear to be the ousting of FHFA chief Ed DeMarco, who has blocked Treasury's efforts for principal reductions for troubled mortgages. Doing the job he was hired to do, DeMarco contends such moves sound nice, but have proven to be worse than existing programs at reducing foreclosures and saving the taxpayer money. [View news story]
How Stephen Elop Destroyed Nokia [View article]
The Reports Of Nokia's Demise Have Been Greatly Exaggerated [View article]
Steve Elop Helps Ease Some Worries Regarding Nokia [View article]
If Microsoft does a good job and produces a good product, (ie Windows 8) than would the public not want the same operating system they have on their computer on their phone. Its like they (PC, Tablet, Phone) all become one environment. One total communication, networking and play environment on all my hardware.
If Nokia focuses on and makes the best mouse trap (phone) then would the public not also want their operating system on the best phone.
As for marketing, my neighbor who is happy with their operating system, their PC, their Tablet and their Phone in the long run will sell way more phones than someone that only sells "fluff" for a short while.
Value never loses value.