Seeking Alpha

techy46

techy46
Send Message
View as an RSS Feed
View techy46's Comments BY TICKER:
Latest  |  Highest rated
  • Microsoft Is Defining Innovation [View article]
    Yes, all of those Microsoft investors are really shaking in their boots about Apple and Google success at threatening Microsoft's dominance in the enterprise ecosystem. Windows Server 2012 is a real defensive play against Android or OSx becoming enterprise servers. It's amazing how consumers think their iToys and gRobots have absolutely anything to do with leading in IT when the cloud is nothing but a consumer and investing buzzword for what's been status quo in Microsoft powered enterprises for the last decade. I guess ignorance really is bliss and does create bubbles.
    Jun 13 12:19 PM | 2 Likes Like |Link to Comment
  • Microsoft Is Defining Innovation [View article]
    Why redirect mobile PC browsing back to TV? Oh, I forgot about porn.
    Jun 13 12:13 PM | Likes Like |Link to Comment
  • Microsoft Is Defining Innovation [View article]
    I think you're missing the point of SmartGlass which let's you use the Xbox as a home entertainment server and you're Android, Apple or Microsoft devices as browser and viewers. You can use any PC, yes Macs, smartphone and tablets are mobile PC's, and select any content being streamed (buffered) through your XBox to view on that PC. Three people in a house could view three different media channels from their XBox server. You could even use a MacBookPro w/ retina display or a Windows 8 15" tablet. PS. Where's Apple's home server or iTV?
    Jun 13 12:11 PM | Likes Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    @ Marcap

    You best reread what I wrote. Any 3rd party app provider can simply build a version of their app to run on another ecosystem. If Rovio can do it with Angry Birds for Windows Phone than so can any other app developer. In fact, Microsoft and Nokia have teams of app reviewers that buy an Android or iPhone download apps just for the purpose of determining which app developers they want to entice to embrace the Windows Phone ecosystem. By embrace, I mean Microsoft and Nokia will provide monetary payments to subsidize the porting expenses.
    Jun 13 11:42 AM | Likes Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    @jefbe80 Wow, chill out and have another cup of coffee or jolt.
    Jun 13 11:32 AM | 1 Like Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    "Microsoft is not a strong partner. Microsoft has had a mobile OS offering for a long time now."

    Microsoft is about as strong as an IT partner gets. Microsoft's the world's largest software company and the Windows Phone OS is not the same as the Windows Mobile OS. Additionally, Windows Phone 8 will remove the last WinCE shackles of WM from WP allowing for a full SMP OS.

    Microsoft's not exactly happy with HTC right now.

    http://bit.ly/LJqH6P

    Samsung still has an opportunity to support WP8 but it seems like they have to do it with Nokia's branding on some of the apps like Nokia Maps. Skype integration in WP8 is going to be huge.

    http://bit.ly/K1ViqW
    Jun 13 11:24 AM | 2 Likes Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    If you want to experience some Nazis behavior just go over to an Apple site and place a piece of cheese in front of those consumer rats. Sometimes I do it just for the amusement. It's like posting a comment about Darwinism on a born again Christian site.
    Jun 13 10:27 AM | 1 Like Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    No, according to Nokia stock investors, Nokia has lost almost 80% of it's market cap in the last 12 months and it's now trading at the depressed price of $2.80 PS which is a price set by the whole world of investors not the authors or opinions expressed on Seeking Alpha.
    Jun 13 10:22 AM | Likes Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    The Lumia 800 was released in Europe first, the Lumia 900 was NOT released in Europe until after it's first release by AT&T in the US on April 5th. The Lumia 900 was first announced at CES 2012 in Las Vegas in Jan, 2012

    http://bit.ly/LlSJRw

    I believe the first release of the Lumia 900 in Europe was in the UK on May 14th. I think you're confusing the Lumia 800 with the Lumia 900 which was Nokia's first 4G LTE device which allows it to outperform any of Apple's iPhones.
    Jun 13 10:17 AM | 3 Likes Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    You really need to take a look at the Windows Phone Marketplace and realize that successful apps from Apple and Google are flowing into Microsoft's ecosystem at an increasing rate. Apple and Google have actually done Microsoft a huge favor by prequalifying apps. Mobile app developers have no loyalty to any ecosystem and there's not really a large moat to dissuade them from serving more than one. Secondly, the Windows 8 Marketplace will offer apps access to the largest computing ecosystem in the world, Windows users. A large majority of the Windows Phone apps more port directly to the Windows 8 Marketplace for classic and mobile PC users.
    Jun 13 10:08 AM | 3 Likes Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    Everything you say could be true except for one big solid fact. Nokia's efforts to reclaim a share of the smart phone markets is directly tied to Microsoft's efforts to reclaim a share of the mobile markets with Windows 8 and Windows Phone 8.

    Windows Phone 8 will be previewed in SF next Wen on June 20th. If rumors are true it will remove the hardware limits Nokia has been working under with WP7 (single core, low res, min storage) and add Nokia Drive, Maps and Transport, the leading global mapping apps, to WP8 in place of Bing Maps. It may also offer more integration of Skype with WP8 People and Phone hubs.

    Microsoft would not be replacing Bing Maps with Nokia Maps if MSFT had the slightest doubt of Nokia's survival. The means one thing. Microsoft is all in on Nokia and that's a really, really big deal. Microsoft can support Nokia directly, as they are doing with $250m per quarter in transition fees for next 2-3 years, or indirectly by buying Nokia's $5b debt maturing in 2014, 2019 and 2029 with convertible stock options. Microsoft could buy Nokia for $18-20 less $10b in cash assets like Google did Motorola but that would be their last option due to incompatible business models and regulatory issues.

    Let's see how Nokia's cash flow looks on July 19th when they release Q2 2012 earnings. Let's also see how the real Lumia 900 numbers look for the last 3 months. Just removing the one-time NS Network's restructuring costs for acquiring Motorola's network assets that produced a loss of $909m for last quarter will make a huge difference.
    Jun 13 10:00 AM | 5 Likes Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    Now, don't go bashing retirees. They're not all trolling with SA articles to make $50-100 a day. If you want to generate some real SA click revenue just write an oped titled "Apple may slip 30% by 2015".
    Jun 13 09:41 AM | 1 Like Like |Link to Comment
  • Nokia May Slip Another 30% By 2013 [View article]
    "The Lumia 900 was released in quarter 1" - Wrong, the Lumia 900 did not ship until April 5th and I got mine on April 6th. There were no sales on the Lumia 900 in Nokia's Q1 2012 earnings. There were very few Lumia sales from China. Most Lumia sales from Q1 2012 were from Europe.
    Jun 13 09:29 AM | 1 Like Like |Link to Comment
  • A day after Apple made waves by unveiling a proprietary iOS mapping platform, WPcentral reports Nokia (NOK) will replace Microsoft's (MSFT) Bing Maps on Windows Phone 8 devices with its own 3D mapping and navigation solution. The site adds WP8 will be "a massive overhaul" that includes Skype integration, an NFC-based mobile wallet, and new developer tools. Verizon (VZ) appears to be planning to throw its weight behind WP8 this fall.  [View news story]
    The $1B a year, $250m quarter, in transition fees going from MSFT to NOK is just the beginning of what's possible. MSFT wnats this win really bad and that means NOK has a real partner for 3-5 years.
    Jun 12 10:34 PM | 2 Likes Like |Link to Comment
  • A day after Apple made waves by unveiling a proprietary iOS mapping platform, WPcentral reports Nokia (NOK) will replace Microsoft's (MSFT) Bing Maps on Windows Phone 8 devices with its own 3D mapping and navigation solution. The site adds WP8 will be "a massive overhaul" that includes Skype integration, an NFC-based mobile wallet, and new developer tools. Verizon (VZ) appears to be planning to throw its weight behind WP8 this fall.  [View news story]
    Not strange if you look at Nokia Drive, Maps and Transport functionality vs. Bing Maps.
    Jun 12 07:19 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
6,000 Comments
7,907 Likes