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techy46

techy46
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  • The Hair Pulling Move By Nokia [View article]
    Microsoft already acquired Nokia for $1B a year. They'll continue or increase that cash injection for software license fee offsets, intercompany loans or equity share. Nokia needs to buy back stock to issue it to Microsoft for $5 share, just kidding.
    May 8 01:51 PM | Likes Like |Link to Comment
  • The Hair Pulling Move By Nokia [View article]
    That's plain stupid. Why do analysts, bloggers and traders think they know more about cash flow than Nokia's senior management The $1.5b annually from Microsoft fees and patent royalties is keeping Nokia on track to complete the WP transition and reposition smart featured phones. Cash on hand net of debt, which isn't due all at once, is greater than $5B. The dividend payment will have absolutely no impact on Nokia's 2-3 year plan. Don't hold your breath for the May 2013 dividend.
    May 8 01:46 PM | Likes Like |Link to Comment
  • The Hair Pulling Move By Nokia [View article]
    Nokia paid the dividend because it was already declared and they are not as short on cash and cashflow as shorts want you to believe. They also have much better projections of future business, such as the Nokia-Siemens contract with T-Mobile, then analysts or traders. The NS Networks contract will help remove 80% of Q1 2012's loss which was $900m loss from the NS venture. It was amusing that the stock dropped $.40 instead of the assumed $.26 when it went x-dividend. Remember to buy low and sell high.
    May 8 01:39 PM | Likes Like |Link to Comment
  • Will A $265 Million Sale Put Nokia On Track? [View article]
    The $265m sales is nice and a good move to jetison a distraction. The bigger news is the contract that NS Networks is part of to build out T-Mobile's 4G LTE network with $4B and bandwidth from AT&T. The largest part of Nokia's $1.2B Q1 2012 loss was over $900m from NS Networks. Hopefully that contract will mitigate those losses for the remainder of 2012. The $1.5B annaully from Microsoft WP fees and IP patent royalities should give Nokia 2-3 years to build out WP8 phones, add W8 and WP8 tablets and rehost very low end smart featured phones on either WP or Nokia Linux. 2013 will be Apple, Andriod (Samsung) and Windows 8 (Nokia and others) battle royal for mobile PC, smart phones and tablets, market and mind share.
    May 8 01:23 PM | 10 Likes Like |Link to Comment
  • This High Yielding Energy Concern Is Getting Cheap [View article]
    Agree, accumulated a lot last summer in low 20s and sold off at 27-28 but now's the time to average in especially since it'll go x-dividend shortly for about $1 or 4% annual yield. It should go back to $27-28 as soon as EU starts printing more money and shoves Greece off the cliff.
    May 8 01:11 PM | 3 Likes Like |Link to Comment
  • For Value, Try Corning, Seagate; For Growth, Try Qualcomm [View article]
    For value try GLW, INTC, MSFT and STO, for growth try GLW, INTC and MSFT, for speculation try NOK.
    May 8 12:09 PM | Likes Like |Link to Comment
  • Wide-Moat Intel's Opportunities Outweigh Its Threats [View article]
    No way should Intel go backwards to RISC designs. Intel already sold off their StrongARM division some years ago. No, tick, tock the mouse ran up the clock. We've seen this story about 4 or 5 times before.
    May 7 10:49 PM | 1 Like Like |Link to Comment
  • Wide-Moat Intel's Opportunities Outweigh Its Threats [View article]
    Intel's Atom 3D 22nm Silvermont will be fun when it arrives in smart phones. In the meantime, let's see how well ARMH tablets, including the iPad at 28 or 45nm, perform against W8 tablets with Intel Inside. Oh, beginning October 2012 the mobile PC wars will really begin.
    May 7 10:47 PM | 1 Like Like |Link to Comment
  • Wide-Moat Intel's Opportunities Outweigh Its Threats [View article]
    Average person shouldn't be investing in AMD, ARMH, Intel, NVDA, QCOM or TXN.
    May 7 10:44 PM | 3 Likes Like |Link to Comment
  • Apple: What 'Dynamic Carrier Selection' Means For Investors [View article]
    Not going to happen. It's going to be the other way around. A 12 year old with a kit from local computer shack will be able to build a high end smart phone. Low and high end smart phones will become commodities just like any other personal computer. No one vendor is going to leverage the mobile carriers and Apple's or Samsung's days of doing such are numbered. Apple better figure out what to do about their proprietary A5 chips given Intel and Qualcomm are better are at designing and fabing those little critters. The days of the $500-800 smartphone are numbered. Smart phones and tablets will be $250-400 then $125-200 just like other PC's. There's no magic or secrets in building the devices but it takes a lot of capital to fab chips and and major software ecosystems.
    May 7 09:51 AM | 3 Likes Like |Link to Comment
  • Nokia Doesn't Need To 'Kill' Apple [View article]
    Nokia would be done without Microsoft but some pretty slick investment bankers like GS and JPM seem to think otherwise. JPM has disclosed they own more than 5%, 220m shares, as of two weeks ago, GS doubled up to 44m shares in Q4 2011. Nokia's a $6 stock ($2 cash, $2 fixed assets, $2 patents) selling for 50% off at $3. Nokia's patents from Apple and Google pay $500 yearly for $7B FPV. Microsoft's paying $1B a year and will go to $2-3B year to make it work.

    http://on-msn.com/K48e44
    May 6 12:51 PM | 2 Likes Like |Link to Comment
  • Nokia Doesn't Need To 'Kill' Apple [View article]
    That's amusing. Why does everybody think if you're not in favor of Apple at this moment or their business model that you haven't made money investing in them. Oh well.
    May 6 12:41 PM | Likes Like |Link to Comment
  • Nokia: A Deeply Undervalued $4 Stock To Buy Now [View article]
    "Reuters May 6, 2012 - Microsoft is already paying Nokia $1 billion a year to use its software on Lumia smartphones. And investment bankers familiar with the technology sector said the support could extend well beyond that amount, if Nokia's problems intensify. "I don't see Microsoft owning Nokia, but it would definitely provide financing to the tune of a couple of billion dollars," said one veteran technology banker. Any Microsoft support for Nokia would be more likely to take the form of an inter-company loan, or an equity stake, rather than a full takeover, a second banker said.Even though Microsoft has nearly $60 billion of cash on its balance sheet, the company has traditionally steered clear of the hardware business, because it does not want to compete with the manufacturers that use its software.Yet other priorities may override that consideration. At the same time, some bankers said they thought Nokia, which has a market value of 9.3 billion euros ($12.2 billion), was an unlikely target for other cellphone manufacturers because of its deep integration with Microsoft."I don't see it as a target for private equity either. It is still too expensive and too volatile," said a third banker. "You would have to be prepared to catch a falling knife." With a full takeover of Nokia seeming unlikely, some bankers and analysts were equally skeptical about asset spin offs as a way for the company to raise some much-needed liquidity. The fourth banker said Microsoft was likely to urge Nokia not to put its patents on the block in any case, because it would not want them to fall into the hands of Google. The only other asset of any size that Nokia could potentially sell would be its half of Nokia Siemens Networks (NSN). Yet its parent companies Nokia and Siemens tried to sell NSN last year to private equity, a process that collapsed over price, and there seems no obvious reason why they would be more successful now."

    Nokia's patent portfoliio generates $500m royalities a year ($7B FPV) from Apple and Google. Microsoft would invest an additional $1B a year for $2B year total with those patents and Nokia stock as collateral. That amount guarantees Nokia's survival for 3 more years.
    May 6 12:35 PM | 2 Likes Like |Link to Comment
  • Nokia: A Deeply Undervalued $4 Stock To Buy Now [View article]
    LOL - You definitely got that wrong. Apple's customers are socialists but the company is pure greedy capitalism. Google's the socialist company using advertising and marketing revenue to buy Android and turning around and giving it away to spread their social advertising virus to build a bigger pyramid. Microsoft should giveaway advertising at cost on Bing but Google would get the DOJ and EUC to file anti-trust cases like they did with IE.
    May 6 12:30 PM | Likes Like |Link to Comment
  • The Biggest Risk In Nokia's Turnaround [View article]
    "Reuters May 6, 2012 - Microsoft is already paying Nokia $1 billion a year to use its software on Lumia smartphones. And investment bankers familiar with the technology sector said the support could extend well beyond that amount, if Nokia's problems intensify. "I don't see Microsoft owning Nokia, but it would definitely provide financing to the tune of a couple of billion dollars," said one veteran technology banker. Any Microsoft support for Nokia would be more likely to take the form of an inter-company loan, or an equity stake, rather than a full takeover, a second banker said.Even though Microsoft has nearly $60 billion of cash on its balance sheet, the company has traditionally steered clear of the hardware business, because it does not want to compete with the manufacturers that use its software.Yet other priorities may override that consideration. At the same time, some bankers said they thought Nokia, which has a market value of 9.3 billion euros ($12.2 billion), was an unlikely target for other cellphone manufacturers because of its deep integration with Microsoft."I don't see it as a target for private equity either. It is still too expensive and too volatile," said a third banker. "You would have to be prepared to catch a falling knife." With a full takeover of Nokia seeming unlikely, some bankers and analysts were equally skeptical about asset spin offs as a way for the company to raise some much-needed liquidity. The fourth banker said Microsoft was likely to urge Nokia not to put its patents on the block in any case, because it would not want them to fall into the hands of Google. The only other asset of any size that Nokia could potentially sell would be its half of Nokia Siemens Networks (NSN). Yet its parent companies Nokia and Siemens tried to sell NSN last year to private equity, a process that collapsed over price, and there seems no obvious reason why they would be more successful now."

    Nokia's patent portfoliio generates $500m royalities payment a year ($7B FPV) from Apple and Google. Microsoft would invest an additional $1B a year for $2B year total with those patents and Nokia stock as collateral. That amount guarantees Nokia's survival for 3 more years.
    May 6 12:20 PM | Likes Like |Link to Comment
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