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techy46

techy46
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  • Buying Nokia Below $3 Is Like Buying Ford Below $2 [View article]
    @wallstreetprofessional

    "It does not matter where NOK shares head from here. The only think that matters is measuring RISK-ADJUSTED returns. NOK is extremely risky and the shares are under $3 for some VERY good reasons. Only a fool would think they know more than so many institutional investors."

    http://bit.ly/HU7OO4

    As of 3/31/2012 Institutions held 12% of Nokia shares. New and increased positions were 157m shares while decreased or sold out positions were 67m. Those leading in increased positions were Dodge&Cox and Goldman Sachs while Price T Rowe initiated a new position of 11m shares. JP Morgan has a 200m share position since they are partners with Nokia in the Nokia Wallet project. If a knowledgeable individual investor has been playing Microsoft and Nokia as a turnaround story in mobile PC's for the last 12-18 months and has been dollar cost averaging from $10 down to $3 and now has a large position at $4 average you say they should abandon ship. Nokia is not going out of business anytime soon. The next three quarters are going to be very revealing. Why take some of your loses, if you then determine to do so, before the last quarter of 2012? Nokia is at $3 PS now for the same reasons Apple was at $3 PS in 1997. It absolutely does matter where Nokia's revenue, earnings and shares head from here. If an astute IT investor feels that Nokia has a reasonable chance to be Microsoft's primary partner in mobile consumer and enterprise technology then that matters more then what Nokia's PS is at this moment.

    Your advice, along with Cramer, would have lead all investors to abandon ship at the end of March in 2009 when the correct action was to back up the truck and fill her up. GE was at $7 PS, BAC $4 and on and on.
    May 25 07:19 PM | 7 Likes Like |Link to Comment
  • Buying Nokia Below $3 Is Like Buying Ford Below $2 [View article]
    Nice article, breath of fresh air. Investing is speculation on the future.
    May 25 11:37 AM | 5 Likes Like |Link to Comment
  • Nokia: Cash Burn Problems Could Lead To 'Bailout' [View article]
    Yep, should be $10-15 ;)
    May 25 10:16 AM | Likes Like |Link to Comment
  • Nokia: Cash Burn Problems Could Lead To 'Bailout' [View article]
    Nokia is more like Apple when they dumped the Mac OS and went to Unix. Microsoft is the Coke. Nokia is bottling it.
    May 25 10:13 AM | 1 Like Like |Link to Comment
  • Nokia: Cash Burn Problems Could Lead To 'Bailout' [View article]
    They didn't want to add to the bad news and had already announced the dividend. It would have been different if it was a quarterly dividend.
    May 25 10:11 AM | Likes Like |Link to Comment
  • Nokia: Cash Burn Problems Could Lead To 'Bailout' [View article]
    We need 2-3 more quarters of data points on Nokia. We need the specifics on Windows Phone 8 and the release of both Windows 8 and WP8. We need the release on Nokia's WP8 products. IMHO we're in the middle of a 3 year plan and hopefully at the low point.
    May 25 10:09 AM | 1 Like Like |Link to Comment
  • Google's New Threat To Apple [View article]
    Right on there's a good reason Apple's only got 5-10% of PC's.
    May 25 10:01 AM | Likes Like |Link to Comment
  • Can Dell Be Saved? [View article]
    Yes, HP may be a case of TBTS (too big too succeed).
    May 25 09:59 AM | Likes Like |Link to Comment
  • Schumpeter's Creative Destruction And Nokia's 41 Megapixel Camera Innovation [View article]
    Nokia hardware is pretty sturdy

    http://huff.to/KHif7I
    May 25 09:54 AM | Likes Like |Link to Comment
  • Schumpeter's Creative Destruction And Nokia's 41 Megapixel Camera Innovation [View article]
    "One reason the U.S. economy is now on the ropes is that excessive regulation and taxation have seriously reduced the ability of companies to innovate, but even in the anti-business climate, innovation is occurring."

    US economy is on the ropes because it's IT and energy components are running on 6-8 cylinders while the rest of the economy is running on 4 cylinders. We've lost our competitive desire in manufacturing due to our excessive standard of living.
    May 25 09:53 AM | Likes Like |Link to Comment
  • Schumpeter's Creative Destruction And Nokia's 41 Megapixel Camera Innovation [View article]
    Nokia's not competing with Apple, they're competing with Samsung. Samsung's already beat Apple. Microsoft's not competing with Apple, Microsoft's competing with Google, Microsoft already beat Apple 15 years ago.
    May 25 09:49 AM | Likes Like |Link to Comment
  • Schumpeter's Creative Destruction And Nokia's 41 Megapixel Camera Innovation [View article]
    http://bit.ly/Ln3MJM
    May 25 09:46 AM | Likes Like |Link to Comment
  • Schumpeter's Creative Destruction And Nokia's 41 Megapixel Camera Innovation [View article]
    Exactly, the quoted "middle" class loves the gimmies to support their little suburban rabbit hutches, run up their asset values and pay for mercenaries to fight their ideological wars. Oh, but when the bubble comes down around their butts they want to cut spending on everything but those sacred cows. Political rhetoric from both left and right. Nokia's camera is much more interesting.
    May 25 09:39 AM | Likes Like |Link to Comment
  • Schumpeter's Creative Destruction And Nokia's 41 Megapixel Camera Innovation [View article]
    We could start taxing more to pay for what we spend. We could eliminate deductions for capital gains, charities, dividends, education, homes and all the other little gimmicks that favor special interests. What's that got to do with Nokia's 41mp camera?
    May 25 09:34 AM | Likes Like |Link to Comment
  • Schumpeter's Creative Destruction And Nokia's 41 Megapixel Camera Innovation [View article]
    I don't care about your political rhetoric. Send your thoughts to Bush's, Bernanke, Congress, Clinton, Fed, Fannie and Freddie. Our elected officials are lawyers who know how to dupe the electorate that are the ones that need to be educated. Fools get what the rightly deserve.
    May 25 09:28 AM | Likes Like |Link to Comment
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