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jb8967

jb8967
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  • Nokia: Yes To QWERTY Nokia X And Lumia Phones [View article]
    I think this is a very smart move by Nokia, wrt to Nokia X, but it does beg the question...what was Elop thinking 3 years ago? It seems odd that this strategy is only starting to play out after MSFT was supposed to have already taken the helm. Now, with these regulatory induced delays (acting as crony proxy for competitive forces), it seems Elop's true colors are really shining bright.

    In my humble opinion, this guy makes OJ look innocent.
    Mar 31 03:47 PM | 3 Likes Like |Link to Comment
  • Nokia: Opportunities And Issues [View article]
    I wouldn't call Nokia a Troll given the FACT that it has spent over $50 Bio in the last decade on R&D. It's an IP creator, not consolidator. Defending its investments in property is no different than you preventing a neighbor from placing a fence on your side of a property line. Sorry, but I see a big distinction here.

    Sure, it may be disruptive to a popular business model that assumes something for nothing. I guess it's like the systemic fraud on Wall Street that caused the mortgage crisis...it's OK as long as everyone can get away with it.
    Mar 29 05:54 AM | 5 Likes Like |Link to Comment
  • Nokia: Opportunities And Issues [View article]
    I do find it interesting that a competitor or group of competitors can use government power (via regulators) to prevent Nokia from using its own Intellectual PROPERTY in the FUTURE! One might think this is an area where the WTO could have impact, but apparently that organization only works for Monsanto.
    Mar 29 05:47 AM | 3 Likes Like |Link to Comment
  • The Lost Bets Chronicles: Nokia [View article]
    I fully support the notion that a post-op analysis is necessary when honing one's investment skills. However, I am stumped by an article that claims to do this with respect to Nokia (D&S) whilst failing to mention Google-Android even once!

    For sure, the iPhone can be credited with disrupting Nokia's own apple cart, mostly due to a management team that lacked vision AND the ability to align its talent bench to pent-up consumer demand (i.e.: Nokia had all of the technical elements to create its own iPhone ecosystem long before Apple). However, it was Google's disruptive play with Android that pulled the rug out from under Nokia with respect to speed-to-market, market segmentation/product offerings, carrier relationship management and economies of scale. Without Google, Nokia would still be a major player in the smartphone space today...likely pushing a modern form of Maemo for its hi-end products and a stripped down linux stack for its sub-$100 line-up.

    The sad truth is that it took Google awhile to amass the market momentum necessary to fundamentally disrupt Nokia. What Nokia top management was doing during this critical juncture (2008-2009)...one can only imagine. Probably some team building exercises in a Finnish sauna.
    Mar 15 01:41 AM | Likes Like |Link to Comment
  • The Lost Bets Chronicles: Nokia [View article]
    No, I disagree. IMO, this was a terrific judo move on the part of Nokia/MS. Nokia D&S recognizes that the stickiness of an ecosystem is in 1) services 2) consumer sunk costs. It has nothing to do with the OS per se, but with those offerings that the consumer has invested time, personal data, and/or money. By leveraging the open source version of Android (for which much of the basic stack development costs are carried by Google) and embedding that experience with MS/Nokia services, Nokia D&S is capturing entry level consumers with its own sticky tape. The only mistake is that they should've done this years ago. But then Elop would've probably had to explain to the MSFT BoD the higher asking price for NOK.
    Mar 14 05:05 PM | 2 Likes Like |Link to Comment
  • The Lost Bets Chronicles: Nokia [View article]
    He had a complicit BoD and a curiously prescient employment contract that rewarded these horrific management actions. IMO, it's grounds for an indictment...but he's part of the protected bubble.
    Mar 14 04:53 PM | 1 Like Like |Link to Comment
  • Nokia's Shift To Android Unlocks New Horizons For Google [View article]
    Agreed. This deal has no incremental benefit to Google whatsoever. In fact, Google is carrying the costs of developing the base OS for these forked Android versions...with no benefit on the ecosystem side. IMO, this was an excellent decision by Nokia to replace the venerable S40/Smarterphone OS with something that has considerably lower development and running costs than its Meltemi OS. In hindsight, Meltemi was clearly abandoned with the Android fork in mind. With said approach, Nokia can focus on the MSFT services this fork will deploy, as well as devoting less resources to the core OS stack and more toward to UX. This move was pure Judo.
    Mar 5 10:47 PM | 1 Like Like |Link to Comment
  • Nokia Sends A Message To Microsoft [View article]
    I really don't see this Android OS fork as being nothing but positive for both Nokia and Microsoft. Clearly, Nokia took a decision on Meltemi about 2 years ago that required something else to fill the gap that would eventually be left by the venerable and proprietary S40 OS from Espoo. Nokia desperately needed a cost effective OS for the sub $100 category that could replace and improve upon S40. As well, S40 has plateaued insofar as being maximally developed on the UI side to support the Asha line. Recall that Nokia had previously acquired certain assets to bring S40 closer to what is considered a smartphone experience, particularly with Asha.

    The advantages of the Android fork are numerous, though the biggest single benefit is that Nokia can devote less resources to developing the basic OS stack and more toward the UI/UX. It's also nice that Google, its competitor, remains focused on the core developments while not benefiting from the incremental Nokia volume (in terms of Google services). It should also be noted that Nokia is now positioning an Android fork smack in the middle of the deep discount/value segment...I suspect it will market its WP OS products in such a way as to accentuate this positioning to the detriment of Google.

    As for MSFT...I can't see how this will increase royalties (net) because most Android license royalties come from the OEM's that sell these products, not Google, which provides the OS FOC. Nevertheless, it will benefit from the continued services offered through Nokia's products...which are bundled with these discount/value type devices.
    Feb 26 01:26 PM | 2 Likes Like |Link to Comment
  • Carmen Reinhart and Kenneth Rogoff (R&R), the Harvard economists whose research on the linkage between economic growth rates and high levels of public debt has helped inform the debate on the eurozone debt crisis and whose now famous (and largely inconsequential) spreadsheet error became an unlikely water cooler talking point, are now engaged in a full-on war of words with Paul Krugman. Essentially, Krugman claims R&R overstate the importance of the 90% debt-to-GDP threshold. R&R now accuse Krugman of using "wild hyperbole" to describe the influence of their work and call his recent behavior "spectacularly uncivil." Stay tuned. [View news story]
    Yes, I suppose it's better to listen to the fear mongers who would have us go to war...perpetually...and then foot the bill using supplementals.
    Feb 21 10:36 AM | Likes Like |Link to Comment
  • Apple Is Poised To Disrupt Another Industry [View article]
    Based on the latest financials, it looks more like Apple is about the "disrupt" the financial industry.
    Jan 30 01:55 PM | Likes Like |Link to Comment
  • Google's Newest Venture: Smart Contact Lenses [View article]
    The NSA, NASA, and DARPA do not publish what they are doing in order to keep their investors happy. Their investors, the US taxpayers, are kept in the dark and appeased via half time game shows.
    Jan 30 03:03 AM | Likes Like |Link to Comment
  • Shares Of Vringo Jump 22% After Work-Around Ruling: Are You Capitalizing On This Big Opportunity? [View article]
    So, a company like Nokia, which invested about $50 Bio over the last decade in R&D, far and above Apple OR Google, is now in your mind a patent troll? WTF!?!
    Jan 29 04:52 PM | 1 Like Like |Link to Comment
  • Sometimes Swing Trading Is Better Than Buy And Hold [View article]
    Thanks for the guarantee...it means a lot.

    :-P
    Jan 27 10:57 AM | Likes Like |Link to Comment
  • Sometimes Swing Trading Is Better Than Buy And Hold [View article]
    I tend to agree. It was wise for NOK to hold on to HERE and offer it up to desperate suitors after the D&S deal is closed. Between MSFT, Amazon, Facebook, SAMSUNG (?*), etc...I'm sure a bidding war will unlock significant value. I'm skeptical that value could match or exceed the price OPK paid for NAVTEQ, but it should be close enough to satisfy anxious shareholders.

    *Now that Tizen seems to be going the way of Meego, I wonder how serious SAMSUNG remains regarding its foray into an OS outside of its bread&butter Android.
    Jan 27 10:56 AM | 1 Like Like |Link to Comment
  • Sometimes Swing Trading Is Better Than Buy And Hold [View article]
    That would be a huge mistake. A very nostalgic move, but a very costly mistake. Nokia's BoD exited the mobile handset business because smartphones have eclipsed feature phones to become the next "feature phones" in terms of ASP and margins. It's a race to the bottom as scale becomes a less differentiating factor, given highly capable and Off-the-Shelf SoC's, chipsets, camera modules, sound components, etc. Between the Chinese and Indian OEM's, which now command sufficient scale in their resp home markets to challenge the pedigreed "incumbents", hardware is purely a technical commodity. Without a powerful hook (i.e.content/ecosystem... as a differentiator, OEM's that can only offer exceptional hardware will be limited in their pricing power. IMO, there's simply too much hardware choice for the consumer, going forward.
    Jan 27 10:45 AM | 1 Like Like |Link to Comment
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