What An Investor Should Consider If Interested In Investing In Nokia [View article]
I am bulish about nokia, but somewhat reserved as the author concludes.
The worst thing Nokia management has done is producing low volumes of Lumia´s. This is against the very fiber and nerve of Nokia reputation.
Manufacturing has created Nokia and this needs to be fixed and Elops comments of careful ordering is not accepted, but, needed because the market has demanded cash preservation.
Elop succeed when he can sell more Lumia than symbian smartphone, every indicator point is confirming his success, but he needs Manufacturing to step up.
The price is somewhat steady waiting for bullish/bear information before any breakout.
BlackBerry (BBRY) loses another big enterprise customer as Home Depot is reportedly switching to Apple's (AAPL) iOS for all store managers and corporate-level employees. The move will have the company swapping out about 10K Blackberrys for iPhones. At this point the approximately 60K Motorola phones used by floor employees will not be affected. [View news story]
Apple has a problem with its app store and the most obvious for not choosing an iPhone. Home depot, should they ever create specialized apps for its own internal use can now be downloaded for everybody.
This got to be the biggest security risk for an Enterprise, free access to internal apps. Hackers are going to have a field day, don't go trough the firewall, just jailbreak an iPhone and download a company apps and hack trough there and get the most important Business Intelligence.
Home depot has surely not done their due diligence and have not even considered the security risk.
Nokia (NOK -1.2%) and Siemens (SI -0.9%) have "intensified talks" to end Siemens' involvement in their telecom equipment JV, sources tell Bloomberg. One scenario involves a joint buyout of Siemens' 50% stake in Nokia Siemens by Nokia and a "strategic partner" such as Alcatel-Lucent (ALU -6.4%), which is said to have "held exploratory talks" about a deal. Nokia Siemens, which is again profitable following a major restructuring, has been valued at up to €10B. ALU sold off after initially trading higher post-earnings. [View news story]
Siemens wants out of many businesses, the Siemens exit is not based on the financial health of NSN. Siemens wants to downsize its business.
The shape of ALU is not good, it has just got a loan of 1,6 Billion Euro, but NSN cannot stand another merger with another tech company. NSN has been trough a brutal cut costing program and to the success of Elop, he has managed to earn money on NSN.
ALU merger was bad from the beginning, Nokia does not need this kind of trouble. http://bit.ly/12xdBl3
I am sorry to say, but Nokia should buy Siemens out and let ALU ride its course.
The impact on Nokia stock should Alu enter NSN, would be devastating bad for Nokia.
Nokia has kept Graphene quiet for six years, and most likely a key component to their high research costs.
It is very interesting to see what Nokia can apply Graphene to, what products will come out of it.
I saw this article, and if Nokia can turn the negative sentiment http://seekingalpha.co... and use Graphene to capture a more positive sentiment, then surely, Nokia could gain a very long term technical edge over its rivals.
@idx, I really like what you wrote and I agree that Nokia will increase production of Lumia and Asha devices.
@DVL, you must admit that the growth lies in Nokia and its ability to produce?
@DVL, do you agree that Apple has peaked? @DVL, do you agree that at some time, people get tired of Samsung and wants to retry an old brand like Nokia?
The most interesting thing about Kofi, is, that he is not holding any Apple shares. Long Nokia investor warned Kofi about it, be he ignored it and slammed Nokia for something not true.
I guess the real growth is in Nokia and Lumia and in some years time 40$ stock :-)
Nokia: The Turnaround Story Continues [View article]
Hey KevinRemde :-)
The license that Microsoft has to pay to Nokia, is the use of hardware licenses to produce phones. Apple, RIMM and many more companies have pay´ed Nokia for using Nokia technology, Microsoft is no different.
Still I believe the odds are in Microsoft's favor, but compared to the industry, Nokia could pay less when you compare IPR expense Phone technology vs. OS.
Nokia: The Turnaround Story Continues [View article]
Thanks a good article.
I have 3 small things to add to the bullish train.
1. Should Microsoft release there own smartphone, it would be good for Nokia since Nokia will earn license fees and thereby reduce Nokia license payments to Microsoft. 2. QCOM and Nokia´s long term fight over 3g networks have been resolved, it is back to business again. http://bit.ly/112hyhd 3. The low volume of 4,4 million lumia is beeing handle. http://bit.ly/WGFDVj
Q1-2013 is all about. Getting manufacturing up for the popular devices and getting the availability up. Releasing the much rumored tablet.
A very key bear issue is Nokia should be very much aware of that hurts demand, and that is "We keep lowering the prices and then get demand" It will hold a consumer/enterprise purchase back until the price is right.
Elop The Magnificent Makes Nokia's Dividend Disappear [View article]
I must disagree with some statements the author of this article has written.
On manufacturing Lumia´s and Asha smartphones. The lengthy transcript for Q4 2012 clearly tells, that they are very much aware and excited by what is coming to compete against 4´inch android for 100$.
This bear article has clearly and loudly forgot to investigate the ASP from Nokia´s competitors, only 3%, that is good compared to the rest of the market. Nokia´s vietnam product facility is actually up and running.
Lumia 620/920 Productions, it must be clear that the supply issue is being resolved at the expense of symbian smartphone. The author here, would want Nokia to say to its competitors, what detailed plan there is.
Which company would ever tell what unfinished product they have and when it will be produced?
The entire management team in Nokia, need to focus on sales information, the potential is there, supply constraints was the issue here. Elop should give another person the responsibility for carrying out the remaining cuts, so he can focus on getting the Lumia message out and get out of the mindset of cuts.
4 Ways To Become A Better Self-Directed Investor [View article]
I Liked this article and I want to add something very important dealing with stocks.
First you should identify who you are as an investor, bull, bear, short, long, day trader and most important.
For a beginner you should create a portfolio of companies that you know, and want to spend time following, new product releases, CEO and management, and start understanding bull/bear articles on investors web sites. In here, lies the momentum, long, short, bull, bear, day trade strategy that you should apply when selecting how you should deal with a stock.
You need a tool, a webbased platform that can set trades to what you want to loose and earn with real cash. Can you buy in the premarket and sell in the after-hours and the most important thing here is to identify the time between a typical bull sale and when the real money gets into your account.
Some time, a stock in your portfolio could have a huge up/down side and you want trade in that time period which could be a 30 min window during the day. That is why it is so important to select a website with low fees and learn when you get the money from a trade.
I completely agree, successful stockbrokers are the ones with big nerve, if you emotional can handle to know that an unsold portfolio of 100.000 dollar is only worth 23.000 dollar and you want to wait, because you know the stock is going to be worth a lot more down the road.
Which leaves me to the most important thing in the market, can you wait until the stock is worth a million dollars and not sell when it is 190.000 dollar.
Going long on a stock is a very dangerous game, and you have to know WHY the stock price is growing down the road and industry knowledge is very important in a Long.
That is why it is so very important to have an enter/exit strategy for specific stock in your portfolio and a webbased buying selling platform that can support your way of trading/managing risk.
What An Investor Should Consider If Interested In Investing In Nokia [View article]
The worst thing Nokia management has done is producing low volumes of Lumia´s. This is against the very fiber and nerve of Nokia reputation.
Manufacturing has created Nokia and this needs to be fixed and Elops comments of careful ordering is not accepted, but, needed because the market has demanded cash preservation.
Elop succeed when he can sell more Lumia than symbian smartphone, every indicator point is confirming his success, but he needs Manufacturing to step up.
The price is somewhat steady waiting for bullish/bear information before any breakout.
BlackBerry (BBRY) loses another big enterprise customer as Home Depot is reportedly switching to Apple's (AAPL) iOS for all store managers and corporate-level employees. The move will have the company swapping out about 10K Blackberrys for iPhones. At this point the approximately 60K Motorola phones used by floor employees will not be affected. [View news story]
This got to be the biggest security risk for an Enterprise, free access to internal apps. Hackers are going to have a field day, don't go trough the firewall, just jailbreak an iPhone and download a company apps and hack trough there and get the most important Business Intelligence.
Home depot has surely not done their due diligence and have not even considered the security risk.
Nokia (NOK -1.2%) and Siemens (SI -0.9%) have "intensified talks" to end Siemens' involvement in their telecom equipment JV, sources tell Bloomberg. One scenario involves a joint buyout of Siemens' 50% stake in Nokia Siemens by Nokia and a "strategic partner" such as Alcatel-Lucent (ALU -6.4%), which is said to have "held exploratory talks" about a deal. Nokia Siemens, which is again profitable following a major restructuring, has been valued at up to €10B. ALU sold off after initially trading higher post-earnings. [View news story]
The shape of ALU is not good, it has just got a loan of 1,6 Billion Euro, but NSN cannot stand another merger with another tech company. NSN has been trough a brutal cut costing program and to the success of Elop, he has managed to earn money on NSN.
ALU merger was bad from the beginning, Nokia does not need this kind of trouble. http://bit.ly/12xdBl3
I am sorry to say, but Nokia should buy Siemens out and let ALU ride its course.
The impact on Nokia stock should Alu enter NSN, would be devastating bad for Nokia.
Tablets: Great Catalyst For Nokia's Stock, But Success Lies On The Consumer End [View article]
A Nokia tablet would be very beneficial for Nokia and Microsoft, many surveys conclude that up to 25% of CIO is exploring a tablet strategy.
Here is also some great news from forrester http://bit.ly/UXBjm9 this is sure a market for Nokia and Microsoft to enter.
Though, Nokia has some bad reputation amongst 35-64 years old, and that is surely where the marketing could be focused.
Why Nokia Is Here To Stay [View article]
Before the last shadow of doubt has been erased from the shorters concern list, Nokia needs to be producing xx millions Lumia´s.
Nokia Cedes Global Mobile Internet Usage Top Spot To Apple, But Samsung's Star Is Rising [View article]
Sell Nokia, Take Profits. [View article]
It is very interesting to see what Nokia can apply Graphene to, what products will come out of it.
I saw this article, and if Nokia can turn the negative sentiment http://seekingalpha.co... and use Graphene to capture a more positive sentiment, then surely, Nokia could gain a very long term technical edge over its rivals.
Sell Nokia, Take Profits. [View article]
We are in a complete agreement, Nokia needs to be selling Lumia in xx Millions asap!
Sell Nokia, Take Profits. [View article]
@DVL, you must admit that the growth lies in Nokia and its ability to produce?
@DVL, do you agree that Apple has peaked?
@DVL, do you agree that at some time, people get tired of Samsung and wants to retry an old brand like Nokia?
Sell Nokia, Take Profits. [View article]
I guess the real growth is in Nokia and Lumia and in some years time 40$ stock :-)
5 Buys Under $10 With Upside Primed To Rally In 2013 [View article]
Nokia: The Turnaround Story Continues [View article]
The license that Microsoft has to pay to Nokia, is the use of hardware licenses to produce phones. Apple, RIMM and many more companies have pay´ed Nokia for using Nokia technology, Microsoft is no different.
Still I believe the odds are in Microsoft's favor, but compared to the industry, Nokia could pay less when you compare IPR expense Phone technology vs. OS.
Nokia: The Turnaround Story Continues [View article]
I have 3 small things to add to the bullish train.
1. Should Microsoft release there own smartphone, it would be good for Nokia since Nokia will earn license fees and thereby reduce Nokia license payments to Microsoft.
2. QCOM and Nokia´s long term fight over 3g networks have been resolved, it is back to business again. http://bit.ly/112hyhd
3. The low volume of 4,4 million lumia is beeing handle. http://bit.ly/WGFDVj
Q1-2013 is all about.
Getting manufacturing up for the popular devices and getting the availability up.
Releasing the much rumored tablet.
A very key bear issue is Nokia should be very much aware of that hurts demand, and that is "We keep lowering the prices and then get demand" It will hold a consumer/enterprise purchase back until the price is right.
Elop The Magnificent Makes Nokia's Dividend Disappear [View article]
On manufacturing Lumia´s and Asha smartphones.
The lengthy transcript for Q4 2012 clearly tells, that they are very much aware and excited by what is coming to compete against 4´inch android for 100$.
This bear article has clearly and loudly forgot to investigate the ASP from Nokia´s competitors, only 3%, that is good compared to the rest of the market. Nokia´s vietnam product facility is actually up and running.
Lumia 620/920 Productions, it must be clear that the supply issue is being resolved at the expense of symbian smartphone. The author here, would want Nokia to say to its competitors, what detailed plan there is.
Which company would ever tell what unfinished product they have and when it will be produced?
The entire management team in Nokia, need to focus on sales information, the potential is there, supply constraints was the issue here. Elop should give another person the responsibility for carrying out the remaining cuts, so he can focus on getting the Lumia message out and get out of the mindset of cuts.
4 Ways To Become A Better Self-Directed Investor [View article]
First you should identify who you are as an investor, bull, bear, short, long, day trader and most important.
For a beginner you should create a portfolio of companies that you know, and want to spend time following, new product releases, CEO and management, and start understanding bull/bear articles on investors web sites. In here, lies the momentum, long, short, bull, bear, day trade strategy that you should apply when selecting how you should deal with a stock.
You need a tool, a webbased platform that can set trades to what you want to loose and earn with real cash. Can you buy in the premarket and sell in the after-hours and the most important thing here is to identify the time between a typical bull sale and when the real money gets into your account.
Some time, a stock in your portfolio could have a huge up/down side and you want trade in that time period which could be a 30 min window during the day. That is why it is so important to select a website with low fees and learn when you get the money from a trade.
I completely agree, successful stockbrokers are the ones with big nerve, if you emotional can handle to know that an unsold portfolio of 100.000 dollar is only worth 23.000 dollar and you want to wait, because you know the stock is going to be worth a lot more down the road.
Which leaves me to the most important thing in the market, can you wait until the stock is worth a million dollars and not sell when it is 190.000 dollar.
Going long on a stock is a very dangerous game, and you have to know WHY the stock price is growing down the road and industry knowledge is very important in a Long.
That is why it is so very important to have an enter/exit strategy for specific stock in your portfolio and a webbased buying selling platform that can support your way of trading/managing risk.