Seeking Alpha
  • heatnup
    $MSFT $NOK Listen to all the concerns over Microsoft's latest Quarter. Every analyst mentions no mobile strategy. Who has WP8 mobile?
    7/19/13
    Reply (27)
    • heatnup: MSFT will revisit NOK buy soon. NOK will keep NSN and feature phones, MSFT take HERE and Lumia. Lumia alone is already profitable for NOK
      7/19/13
    • Energysystems: My whole family has the 521. Great bang for the buck, and I save money every month without a cell contract.
      7/19/13
    • Michael Blair: I use a Surface Pro tablet and find it absolutely terrific. iPad is a toy relatively speaking.
      7/19/13
    • Eld: @heatnup: this is BS, Lumia is not profitable for NOK yet
      7/19/13
    • heatnup: My analysis of the results shows that if you took feature phones you have a profitable division growing at 25%+ QonQ, and MSFT can cut staff
      7/19/13
    • heatnup: MSFT has $70Bill in cash, most outside of US, NOK sold HQ and leasing, Bought NSN, and is not outsourcing growing amount of phone builds
      7/19/13
    • heatnup: For NOK this is not the best outcome long term IMO, but for MSFT I see it as a no brainer.
      7/19/13
    • heatnup: BTW, I am against a deal, but everything I hear and see from both sides yells out this will happen??? prior I meant is NOW outsourcing more
      7/19/13
    • heatnup: If lumia was its own phone IPO growing at these rates, it would be the hottest tech, analysts only look at NOK in whole losing overall phone
      7/19/13
    • colorado.: @heatnup - but they seem to be contracting out several lines - L1020 to BYD, L625 to Compal and more of their feature phones so they may...
      7/19/13
    • colorado.: ...focus on the Lumia. I believe their domestic investors see the potential and would block a sale. It wouldn't stop $MSFT from buying...
      7/19/13
    • colorado.: ...more shares than D&C. There I go dreaming again... :)
      7/19/13
    • Eld: @heatnup: NOK is losing EUR 200m per quarter on Lumia div. Check the figures :)
      7/19/13
    • Andreas Hopf: Yes. Microsoft has no mobile strategy. They osborned their partner Nokia April 2012. They launched dead at birth Windows RT. Frightening.
      7/19/13
    • Leont68: they had record profits again this earning... oh so scary ......
      7/19/13
    • Leont68: Sometimes it is so easy to be a armchair general system :P
      7/19/13
    • Andreas Hopf: No, I'm currently a deckchair analyst : ) Anyway, everyone who is not a manager of a business which is discussed, is an outsider. You, too.
      7/19/13
    • Andreas Hopf: Back to the original question; do you believe that Microsoft's April fool's joke at Nokia's expense was a move of strategic brilliance?
      7/19/13
    • Leont68: I am not trying to suggest how a business is suppose to be run, I invest in a business that I like and go with the flow :P
      7/19/13
    • Leont68: If I do not like how they do it, I will put my money to use elsewhere.....
      7/19/13
    • Andreas Hopf: Am I suggesting how Microsoft should be run? Well, obviously not. Like any SA commenter, I am voicing my opinion on how it is run. By way...
      7/19/13
    • Andreas Hopf: ...of voicing one's opinion, positive and negative comments ensue. This is what is commonly known as "discussion". By engaging in a...
      7/19/13
    • Andreas Hopf: ...discussion, one's opinion can mature or change. Obviously, this is very helpful to understand businesses one trades better than...
      7/19/13
    • Andreas Hopf: ...stewing one's opinion exclusively in one's own grease.
      7/19/13
    • Leont68: ok system, I offer you my apologies... you did not suggest how msft should be run... just NOK :P
      7/19/13
    • Eld: System, have you joined the dark side with me nowadays ? :)
      7/21/13
    • Andreas Hopf: Since the end of Q1, it becomes clear that Nokia cannot go on as before, with Microsoft as "partner". Therefore, I advocate trading Nokia.
      7/21/13