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  • Nokia (NOK): Q2 EPS of EUR0.00. Revenue of EUR5.7B (-24% Y/Y). (PR[View news story]
    The top line decline, is less than the market as a whole, you have to compare it to Samsung, Blackberry and others.
    Jul 18, 2013. 06:51 AM | Likes Like |Link to Comment
  • Commoditization Of Smartphones: Good Or Bad For Nokia? [View article]
    Nokia did the best job in promoting the Lumia 1020 and with perfect timing. It will launch just as back to school starts, and also after peoples vacation time.

    Between August and December the Lumia will be compared against any other camera and will be published in photographers magazine etc.
    Jul 17, 2013. 12:16 PM | 3 Likes Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    You can newer guess if it is priced in, but it is the growth that matters.

    I found this picture showing Windows Phone trend.

    Also remember that Nokia is way more expensive in Europe than the US.
    Jul 9, 2013. 06:31 PM | 1 Like Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    I agree, and it is better that they know it before Q2 results are here, but I also believe it will be the last Quarter where Nokia will loose Money.

    This quarter, Nokia lost Money because they made a business purpose.
    Jul 9, 2013. 05:20 PM | Likes Like |Link to Comment
  • Nokia: It's About Sending A Message [View article]
    I am bullish about Nokia, and they gave a hint on how they have payed for NSN and Q2-2013 results.

    Link to the press release.

    The last section of it, is the positive news.
    - Start -
    At the end of the first quarter 2013, Nokia had gross cash of EUR 10.1 billion and net cash of EUR 4.5 billion. Nokia currently estimates that at the end of the second quarter 2013, Nokia had gross cash of between EUR 9.2 billion - EUR 9.7 billion and net cash of between EUR 3.7 billion - EUR 4.2 billion. For comparison purposes, if the transaction to purchase Siemens' 50% stake had been closed during the second quarter 2013, Nokia currently estimates that it would have ended the second quarter of 2013 with gross cash of between EUR 9.2 billion - EUR 9.7 billion and net cash of between EUR 2.0 billion - EUR 2.5 billion, reflecting the deduction of the purchase price of EUR 1.7 billion from Nokia net cash.
    - End -

    This Means that Nokia have not taken any loss, but will Loose between 200 Million € and 800 Million € in Q2-2013 of its Cash reserves. Which is very bad and probably the reason why Standard and Poor's downgraded Nokia once again.

    In a financial sense, it would have been prudent to wait another Quarter and then have the Money and not take any impact on its Cash reserves. But then Again, if the seller smells that the buyer in fact had more Money the Price would be higher than 1,7 Billion €.

    Nokia´s Q2 results would show that the business have returned profitable and they made a loss on the purchase of NSN.

    This will result in 2 days of negative selling after its Q2 results and every investor have to understand the business politics behind in prolonging a negative result.
    Jul 9, 2013. 03:27 PM | 3 Likes Like |Link to Comment
  • Nokia Needs To Tell Us If It Is Going To Sell Its Phone Divisions [View article]
    For those who were not there when Nokia announced its partnership with Microsoft.
    Back then, there were articles that Microsoft will buy the smartphone business and leave Nokia with its feature phone.

    That was not realistic back then, because the remaining feature phone part could go with android.

    Microsoft cannot afford a blow of this magnitude, if Nokia left the Windows phone project.

    My guess on why Microsoft did not buy Nokia, is simply different culture. Microsoft needed to be a lot more specific, as, that is a big center of business mentality in Finland.
    Jul 8, 2013. 04:18 PM | 1 Like Like |Link to Comment
  • Is Nokia Still A Buy? [View article]
    Nokia is a buy.

    Many Companies are starting to see the cooperate benefit from having a Windows Smartphone.

    Just as the Company kone had a good experience so have the Company Miele.

    There are good business reasons for selecting Nokia/Microsoft vs. Blackberry/Apple/Android.

    This is a beginning trend in CIO tablet/smartphone strategies.
    Jul 1, 2013. 10:56 AM | 4 Likes Like |Link to Comment
  • BlackBerry Short Sellers, I Salute You [View article]
    You have to look at the market as a Whole.

    BBRY is not a long, it is a value trap, why?
    It has not even shown an inch of Growth against Apple, Android and Microsoft.

    Would Blackberry be here for a number of years, yes, but with every quarter with loosing users, smartphone sales etc, it would eventually end up as a chapter 11.

    Microsoft/Nokia is growing and they have shown how though the market really is, Blackberry does not have a cashier like Nokia has in Microsoft.
    Jun 29, 2013. 04:36 PM | Likes Like |Link to Comment
  • BlackBerry Short Sellers, I Salute You [View article]
    The most interesting part of todays trade, is the small share sold, roughly 8,1 Million, on a average of 25 millions.

    I would like to think a bullish comeback of the stock.
    Jun 28, 2013. 03:51 PM | 1 Like Like |Link to Comment
  • Why Chances Of BlackBerry Being Bought Out Just Dropped Dramatically And Nokia Buyout Chances Went Up [View article]
    If you want to compare BBRY with Nokia, then look at what Nokia spent of Money to transform Nokia. Blackberry does not have that kind of Money.
    Jun 28, 2013. 03:31 PM | 1 Like Like |Link to Comment
  • Why Chances Of BlackBerry Being Bought Out Just Dropped Dramatically And Nokia Buyout Chances Went Up [View article]
    Nokia/Apple and Blackberry, cannot, nor ever, be compared in the same article.

    Elop is rigth when he said, this will be a war between ecosystems and Nokia choose Microsoft. Blackberry did not choose and now they face capter 11.
    Jun 28, 2013. 12:00 PM | 8 Likes Like |Link to Comment
  • "41 Million Reasons" is the headline for a fresh Nokia (NOK +2.5%) teaser for its July 11 NYC event. That should remove any lingering doubts the event is about Nokia's rumored 41MP-sensor EOS phone. Shares remain higher following the WSJ's report about past buyout talks with Microsoft. Wells Fargo is skeptical a deal will happen, given Nokia's smartphone revenue is about half its feature phone revenue. [View news story]
    One thing is sure, the market is highly sensitive on any news about Nokia.

    I believe when Steve Ballmer announces the news about Microsoft's new structure it will include Nokia as a M/A.

    Microsoft will use Nokia´s Asha as a direct competitor against android 2.x.
    Jun 20, 2013. 01:35 PM | Likes Like |Link to Comment
  • Huawei Can't Really Buy Nokia [View article]
    "The real Picture" is decided by the buyer, and Nokia is a MA target once NSN is sold. Microsoft could be a buyer and Huawei needs a diffrent brand name.
    Jun 19, 2013. 10:26 AM | 2 Likes Like |Link to Comment
  • Huawei says in an e-mailed statement it "has no plans" to acquire Nokia (NOK +4.6%). Shares have given back a big chunk of their earlier gains, but they still closed up sharply. Huawei consumer group chairman Richard Yu qualified his remarks about his company being willing to buy Nokia by suggesting Nokia's commitment to Windows Phone could be an issue. "Whether Windows Phone will be successful is difficult to say ... It has a very small market share." Huawei launched the W1, a low-end WP8 device, earlier this year. [View news story]
    This is interesting.

    EU could´nt care less if Nokia was sold to the Chinese. Microsoft could be forced to buy Nokia, if Nokia´s board should decide to sell.

    Beside that, what Chinese Company did place itself inside Finland?

    Either Way, when NSN is sold, Nokia is a MA target because it is cheaper to buy.
    Jun 18, 2013. 04:10 PM | Likes Like |Link to Comment
  • "Nokia (NOK) has mostly nailed the design with the Lumia 925, but Windows Phone (MSFT) is holding it back," writes The Verge's Tom Warren while rating the phone 8.1/10. Warren likes the 925's aluminum build, performance, and low-light camera shots, but Windows Phone's app issues (not just in terms of availability, but also quality relative to similar iOS/Android apps) and missing features (reliable notifications, 1080p display support, etc.) remain a problem. Engadget's Mat Smith offers a similar take. Nokia exec Vesa Jutila admitted last month missing apps remains the "biggest complaint" of Lumia users; Microsoft is trying to address the problem by paying some developers $100K+ to build WP8 apps. [View news story]
    The Verge´s final thoughts are strange sometimes.

    How would you evaluate this?
    Lumia 925
    "Lack of apps"
    A reliable workhorse
    Galaxy S4
    Sheer number of features can be overwhelming
    Performance can suffer in odd Places

    Nokia clearly has improved its time to market, and remember that Q2 result next month is the first Q with Lumia 520, 521,720,925,928 and others.

    Next months of Kantar, Comscore etc, will display Nokia as a Growth Company.
    Jun 17, 2013. 12:04 AM | 2 Likes Like |Link to Comment