Seeking Alpha
  • Erick Lee
    $NOK down to 4.43 in pre-market. just a wild guess, $SNE becoming a new threat?
    1/18/13
    Reply (20)
    • gwenace: SNE is up because of building sale and TV business's prospects. Their new flagship phone is gorgeous, but
      1/18/13
    • gwenace: They are mainly competing with Samsung, for the pie of android market
      1/18/13
    • gwenace: Nok is just pulling back from its high. We need to have patience.
      1/18/13
    • gwenace: Also Sony phones main market is Japan, followed by Europe and US. NOK is playing the China card.
      1/18/13
    • Andreas Hopf: We need to gain market share :)
      1/18/13
    • Andreas Hopf: Sony is very popular in Scandinavia; remember SonyEricsson?
      1/18/13
    • gwenace: SonyEricsson no longer exists.
      1/18/13
    • Andreas Hopf: It does, as Sony only. SonyEricsson logo still there in form of a darker patch on their HQ's facade :)
      1/18/13
    • gwenace: I know what you mean.:)
      1/18/13
    • Erick Lee: true, sony's main market is japan, but if their phone is well-received enough, that could easily change i think, and possibly their phones
      1/18/13
    • Erick Lee: business could eventually become a more important source of revenue than ever before. i'm starting to get nervous about NOK. all their
      1/18/13
    • Andreas Hopf: I drive right past it on the E22 occasionally, but no longer go in :)
      1/18/13
    • Erick Lee: innovations r already priced in, while there will b many newer more innovative phones coming out in 2013. but im still long nok cuz of china
      1/18/13
    • Erick Lee: im nervous if their next sleeker aluminum phone is just going 2 b the same specs as 920, cuz there will b more powerful alternatives by then
      1/18/13
    • gwenace: I see your point, but I really think Nokia and Sony are not targetting the same market. Sony's phone will likely be premium priced, and
      1/18/13
    • gwenace: they are not going to be launched until at least two months later. A lot of things could change within 2 months for Nokia in the WP market.
      1/18/13
    • gwenace: Huawei may be launching a Windows Phone and that will more likely be a potential threat.
      1/18/13
    • Erick Lee: let's hope nokia does amazingly well in china and india. and with apple probably ready to lose a significant amount of mkt share, that there
      1/18/13
    • Erick Lee: be plenty more market for these companies to steal from :)
      1/18/13
    • DeepValueLover: $SNE and $NOK should enter a joint R&D partnership and share patent royalties.
      1/18/13