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  • Memo To Microsoft: Walk Away From Nokia  [View article]
    "Going forward, Microsoft may consider quietly walking away from Nokia and abandoning the smart phone business altogether."

    This is ridiculous. For Microsoft, they don't view smart phone as a phone, but rather a handheld PC. WP8 is very important for the continual survival of Windows' ecosystem, it is a strategy to protect their PC business, not venturing into a phone business.

    Just look at Microsoft's recent restructuring, Windows division has been merged with Windows Phone division under the name of operating systems engineering group and Terry Myerson, originally the head of Windows phone division, has been appointed to lead the new merged division. This shows how Microsoft perceived their "phone" business.

    You can rest assure that Microsoft will not abandon their PC business, oops, sorry, phone business and this is why contrary to what many has thought, I don't view Nokia as a very high risk investment because considering Nokia sell 80+% of the WP8 phone, Microsoft just can't afford to let Nokia die.
    Jul 15, 2013. 03:15 AM | 7 Likes Like |Link to Comment
  • Nokia-Microsoft: Too Early For An Acquisition  [View article]
    There are two scenarios that Microsoft would buy Nokia.
    First is as you said in your article, to save Nokia from death and as you have pointed out, this is not likely to play out in the near future.

    The second reason that Microsoft would want to buy Nokia is to secure themselves with a reliable phone manufacturer that would use their OS. As we all know, Nokia now control roughly 80% of the WP8 market, if Nokia decided to venture into other OS, this could spell disaster to Microsoft. Yes I'm aware that Microsoft can always produce their own smartphone if need be, but buying Nokia is a better option because of the following reason:
    1) Nokia is in this business for a very time and they know every ins and outs of phone business from supply chain to distribution.
    2) Nokia still command a very strong brand recognition in this area whereas Microsoft would be a new comer if they decided to step in and customer would be skeptic about the quality of their product.

    From what I see, the only obstacle of the possible Microsoft buy out is NSN which I believe they would not want.
    Jun 23, 2013. 05:26 PM | Likes Like |Link to Comment
  • Dump Nokia's Sad Ringtone, Buy BlackBerry  [View article]
    This is not going to happen unless Microsoft want to abandon their WP8 project. But WP8 is so important to Microsoft strategy to continue staying in the 'client side OS' game. WP8 is not an offensive act by Microsoft to attack on Apple or Google's mobile market but rather it is a defensive act to prevent Apple or Google from gradually taking out their desktop OS market share.
    May 20, 2013. 12:49 AM | 1 Like Like |Link to Comment
  • Nokia's Emerging Market Sales Disappoint, But Long-Term Lumia Story Still Intact  [View article]
    To take advantage of the WP8 OS, Nokia need to build a phone with larger screen, or so called phablet. What advantage does WP8 has over other competing mobile OS? It is the integration with MS Office, the screen of the standard smartphone is simply too small to work on. I hope that the rumor that Nokia is working on a phablet is true.
    Apr 20, 2013. 08:51 AM | 2 Likes Like |Link to Comment
  • Nokia (NOK) will be removed from the Euro Stoxx 50 index on March 18 (translation), along with GDF Suez (GDFZY.PK). Replacing them are EADS (EADSY.PK) and Schneider Electric (SBGSY.PK).  [View news story]
    The removal from the index won't change the fundamental of the company, if the stock price plunge, it is a good opportunity to accumulate.
    Mar 2, 2013. 03:30 AM | 7 Likes Like |Link to Comment
  • Nokia: Lumia Receiving Positive Updates And Offering Value At More Competitive Prices  [View article]
    I don't read the (google translated) article and I don't know if he is talking about the old wp7 Lumia or the new wp8 Lumia. If it is the later, then my understanding is Nokia even can't produce enough phone to meet the demand, how can he talk about overwhelming?
    Or does he foresee that even if Nokia manage to produce enough Lumia, he doesn't see the sales will be overwhelming?
    Feb 27, 2013. 04:56 AM | Likes Like |Link to Comment