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supafoo

supafoo
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  • Nokia Wants To Be Bought [View article]
    Nokia sold 63,215.2M of those 426M units.
    May 24 11:05 AM | 4 Likes Like |Link to Comment
  • I'll Buy Nokia If The Company Dumps Windows And Elop [View article]
    I saw the video for the Asha 501. That's a smartphone. On 2G, that should sell well. If that is included in the "Feature phones" segment, it should help stabilize that revenue.
    May 10 04:00 PM | 3 Likes Like |Link to Comment
  • I'll Buy Nokia If The Company Dumps Windows And Elop [View article]
    Because WP8 and Nokia's Lumia line is seeing very good growth. Growth, of course meaning they're competing very well on the very competitive low-end market.

    The feature phone market is going to continue to decline, which still continues to be a big part of Nokia's revenue. This isn't Elop's fault.

    Nokia had to abandon Symbian, Elop being at the helm or not. Also to compete with other OEM's they had to move factories to lower cost markets (outside of Europe) to Asia to lower their capex and ASP. Unfortunately, this added to their restructuring cost.

    So the triple threat:
    1. Abandoning Symbian and transition to a new "outsourced" OS
    2. Restructuring cost to lower capex
    3. Global transition from feature phones to smartphone.

    Given these headwinds, Nokia stock was going to drop no matter who was at the helm. But now that #1, #2 is mostly over, I like Nokia at these prices. Aren't we supposed to buy low, sell high?

    Also, I noticed in your articles and comments that you're confusing Nokia's drop in revenue = WP8 sales fail.
    May 10 03:12 AM | 4 Likes Like |Link to Comment
  • I'll Buy Nokia If The Company Dumps Windows And Elop [View article]
    Actually, I'd sell if that happened.
    May 9 01:55 PM | 12 Likes Like |Link to Comment
  • BlackBerry Vs. Nokia Is Like Audi Vs. Kia [View article]
    Blackberry is definitely not an Audi. More like an Oldsmobile.
    May 8 10:32 AM | 4 Likes Like |Link to Comment
  • Nokia Is Still Cheap [View article]
    Common sense really. He's a main stream analyst and a lot of people follow his calls. His target audience is the casual investors, thus they don't do as much research as a seasoned investor. If someone bought a volatile stock that they don't understand and it goes down 8%, that would cause fear and most likely a sell at a loss. They'd also bash Cramer like no other. There's a reason why Cramer strongly recommends 'market leaders', because that's most likely a product you're familiar with and relatively less volatile. On the flip side, there's no way he can recommend a stock like Nokia where there's a lot of unknowns.
    Apr 30 03:00 PM | 2 Likes Like |Link to Comment
  • Nokia's First Quarter, From Bad To Worst [View article]
    I agree this is my main concern.
    Apr 18 06:27 PM | Likes Like |Link to Comment
  • Nokia's Challenger Checklist [View article]
    Well written but, I actually think Elop is relatively transparent. In fact, being too transparent takes the hype away (Apple, being opaque and secretive, created a huge amount of hype). Demanding for transparency is a symptom of not having trust. Maybe this stems from the past years decline? In that case, it's reflected in the stock, and it's priced around it's breakup value.

    "Nokia needs not only to listen to its users and shareholders, it needs to act on their suggestions." - I'm confused here how you got that they don't listen to it's users. Is this an assumption based on the stock decline over the years? Also, if they listened to shareholders, they would have released a windows RT. Also release a 5-6 inch screen w/o 1080p? That big, the device needs to be very thin and light.

    I agree they fumbled on the 920 supply and could not meet demand. Although very opinionated, good article.
    Apr 13 04:16 PM | 7 Likes Like |Link to Comment
  • Smartphone Wars: Why Nokia Has Been Left Behind [View article]
    I feel like I'm reading an article in November, but the S4 just got tossed in the spreadsheet. Tbh, NOK needs better contrarian articles.
    Apr 2 10:22 AM | 4 Likes Like |Link to Comment
  • Nokia May Announce Earnings Any Day Now [View article]
    NFLX had a nice squeeze. That was fun ride.
    Apr 1 05:16 PM | 2 Likes Like |Link to Comment
  • Nokia's Turn To Take BlackBerry's Spotlight? [View article]
    NOK doesn't pay a dividend anymore btw.
    Mar 31 08:33 PM | Likes Like |Link to Comment
  • Nokia Will Probably Launch Android Phones [View article]
    There's actually a couple of faults to this article.

    1. Actually WP8 did gain market share. ( http://bit.ly/Zj9Ycg )
    Oct/Nov experienced declines while Dec sharply gained market share around the 920 release. In fact, WP sold almost as many units as Android units in Dec. You'll continue to see gains in marketshare in the Feb comScore numbers.

    2. comScore is just US market share.
    While US market is important, to have Nokia base such a change in strategy based on the US sample size is a bit extreme. If the worldwide aggregate market share for WP proves to be in decline, then I feel maybe this article would prove to be more relevant.
    Mar 12 01:30 PM | 1 Like Like |Link to Comment
  • Think Twice Before Betting On Nokia At Current Price - Part 2 [View article]
    Thanks for the article. Can you elaborate on how you got (Cash + Liquid Assets - All Liabilities)/ Number of Shares Outstanding) -$ 0.33 for 2012 in your previous article.
    Mar 7 01:58 PM | 3 Likes Like |Link to Comment
  • Think Twice Before Betting On Nokia At Current Price - Part 1 [View article]
    I guess this means Nokia would have to pay you to own their company?
    Mar 6 04:04 PM | 1 Like Like |Link to Comment
  • Sell Nokia, Take Profits. [View article]
    920 #1 and #3 on amazon http://amzn.to/HLcAr3. MWC and 920 Verizon launch should be interesting
    Feb 1 05:58 PM | 13 Likes Like |Link to Comment
COMMENTS STATS
50 Comments
113 Likes