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lklein

lklein
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  • Nokia (NOK) is today due to unveil the latest phone that will supposedly turn around its fortunes and make the company great again - the Lumia 1020. The device's most notable feature is a 41 mega pixel camera using the company's PureView technology, which will give it a high-resolution 3x zoom. If the camera is the element Nokia is banking on for success, it might be problematic that Samsung (SSNLF.PK) has launched the Galaxy S4 Zoom, a camera-phone with a 10x optical zoom[View news story]
    Randal,
    Thus as you state - Your entire premis is based on an assumption, a hunch.

    As for the kiosks, they sell the surface - now that's a hot seller sure to drag Nokia sales. It's not like they lead with the 920.

    But you are right, Microsoft IS spending billions and there is nothing to show for it. No movement in market share. I see the MS Stores, I want to walk up and say hi - the sales reps look so lonely - It's not like there is ever a line in front of the place...

    And that is the point - if it was going to work, it already would have. It's been a year. The best you have is a 40 gazillion pixel camera gimmick nobody cares about.

    Seriously, it as if Nokia and Microsoft are using a playbook from the 80's.

    One more thing - may favorite phone ever was a nokia and it irks me to no end to see such technology and leadership squandered. I hope they make it, I really do. Could care less about microsoft.

    Good Luck
    Jul 15, 2013. 07:57 PM | 1 Like Like |Link to Comment
  • Nokia (NOK) is today due to unveil the latest phone that will supposedly turn around its fortunes and make the company great again - the Lumia 1020. The device's most notable feature is a 41 mega pixel camera using the company's PureView technology, which will give it a high-resolution 3x zoom. If the camera is the element Nokia is banking on for success, it might be problematic that Samsung (SSNLF.PK) has launched the Galaxy S4 Zoom, a camera-phone with a 10x optical zoom[View news story]
    @Randal,
    I haven't seen in writing where the Nokia/Microsoft partnership is exclusive. Where is this documented?

    Other manufacturers make windows phones - so it cetainly isn't mutually exclusive.

    If Nokia acutally agreed to such a deal (one way exclusive) - then they have effectively sold themselves to Microsoft, and are nothing more than a subsidiary. Why even bother?

    Look, all microsoft really did was advance them the licensing fees, effectively a rebate. It's not even counted as cash - is it? So, it's a zero cost effect on the balance sheet. That has NO EFFECT on cash flow - as Android OS is FREE. Actually, once Nokia payments to Mr. Softee exceed 1B a year then it's WORSE than Android. And at the scale Nokia needs to play at - we are talking billions.

    So, financially it makes more sense to go with Android and the 60% market share.

    If it is true that Nokia is stuck with a Microsoft OS, then that's one of the dumbest deals, one sided deals ever.
    Jul 15, 2013. 01:55 PM | Likes Like |Link to Comment
  • Nokia (NOK) is today due to unveil the latest phone that will supposedly turn around its fortunes and make the company great again - the Lumia 1020. The device's most notable feature is a 41 mega pixel camera using the company's PureView technology, which will give it a high-resolution 3x zoom. If the camera is the element Nokia is banking on for success, it might be problematic that Samsung (SSNLF.PK) has launched the Galaxy S4 Zoom, a camera-phone with a 10x optical zoom[View news story]
    What I fail to understand in all these articles touting the superior Nokia hardware - then why not make an Android phone? If the HW is so jaw dropping awsome - why not make it for 60% of the market instead of 6% of the market. GO head up with Samsung, why not. No one is daring to say Windows is better than Android, or Apple OS. Anyone notice HP is NOT making a Windows tablet - they are going with Android. THATS WHERE THE MARKET IS. The days of HW and Microsoft defining a market are long gone. Thats what is so frustrating with Nokia's strategy.
    Jul 12, 2013. 09:52 AM | Likes Like |Link to Comment
  • Nokia: What If Europe Wasn't In Recession [View article]
    Smartphone sales in Europe are growing, not shrinking. Android dominate with Apple next. Windows is flat. Lumina smartphones aren't even #1 in Finland - 23% market share. That pretty much says it all.
    Jul 12, 2013. 09:11 AM | Likes Like |Link to Comment
  • Nokia (NOK) is today due to unveil the latest phone that will supposedly turn around its fortunes and make the company great again - the Lumia 1020. The device's most notable feature is a 41 mega pixel camera using the company's PureView technology, which will give it a high-resolution 3x zoom. If the camera is the element Nokia is banking on for success, it might be problematic that Samsung (SSNLF.PK) has launched the Galaxy S4 Zoom, a camera-phone with a 10x optical zoom[View news story]
    It's not about the hardware, it's about the SW. As I type this on my Vista OS laptop, I promise to never buy anything microsoft again....
    I will never trust Microsoft again. Everytime they come out with a new OS you can hear everyone hold their breath....I'm not going to commit my apps to run on that OS - EVER.
    Fool me once shame on you, fool me twice..
    Jul 11, 2013. 10:40 AM | Likes Like |Link to Comment
  • Why I'm Worried About Nokia's Long-Term Prospects [View article]
    WP8 is a bust, been out for six months and it has not generated any real interest or spend by the consumer. Neither has Windows 8.
    Microsoft represents the OLD way of technology, buy out someone else and make it your own ;) Apple and Google are too big, so they have to compete and they simply can't. They are tethered to an old way of thinking and a legacy product. They days of throwing a new GUI on the ugly pig, and calling it Windows X have been long over. The consumer isn't buying it and that can be seen in phone OS sales.

    As for NOK, I find it amazing that they are 100% dedicated to MSFT and yet MSFT is not 100% dedicated to NOK. That's a huge red flag to me. The lack of an android NOK phone make no sense. NOK make HW, they aren't in the SW biz anymore. So, why not make HW for the SW/OS that holds the majority of the market share.

    Folks, people buy because of the SW, not the HW. No 10 trillion ultra reverse megapixel camera or glow in the dark grape scented case is going to get serious buyers (numbers) for a phone. The PC business has been through that long ago. It a commodity now, that's why Apple is hitting a wall. NOK has to get it supply chain and costs in line to compete.

    Look at the biggest move to date with WP8 - the $150 Lumia that are being rolled out. That's the future - and that's Baaad news for NOK. Too little too late, they game is over. They waited too long, wasted too much time.
    Jun 1, 2013. 12:11 PM | 2 Likes Like |Link to Comment
  • The Bizarro World Of Tesla Longs [View article]
    A Telsa is really just a kit car, a few design patents but nothing more than a kit car. It's not mass produced, and it's targeted for a small niche market. The mass market is simply out of reach for Telsa. IF the market is ever proven, ANY major auto manufacturer will have a similar car sold through a dealer network that Telsa couldn't touch. It's a nice toy, nothing more. Nothing unique but the design, and that is fleeting....
    May 30, 2013. 09:08 AM | 1 Like Like |Link to Comment
  • Nokia's Turnaround Underway As Lumia 521 Sells Out In Wal-Mart [View article]
    Since when does selling out on a new launch good? Do you really think that folks will come back in a few weeks to get a Nokia....

    How many sold? 2 per store, 10.... 10,000? No one knows. Without numbers all this means is lost sales.

    What is selling it is the price. $150, yawn..... better sell everyone you can, and not run out of stock. Those folks probably bought a android phone...think about that.

    When $600 Nokia's can't be found then maybe this company will finally have some legs.
    May 7, 2013. 03:43 PM | 1 Like Like |Link to Comment
  • Growth For Windows Phone In The U.S. Accelerates [View article]
    MSFT just admitted WF8 is a bust and a new update will be out later this year. Adoption is below that of even Vista at the same release date point. http://on.mktw.net/108....

    Is there a sales bump - maybe. But to gain 2% market share when you have 10X your channel size is not impressive. With the additional costs for such a large channel, I would expect to see 8-9% share by now. It has been six months since the new Lumia was first released.

    Has anyone really looked at W8, it's really the same old OS with a GUI on top of it. Big deal. Why is anyone excited about this. Same old Microsoft and same old Nokia.

    They aren't fooling anyone.

    Nokia needs to come out with a Droid phone.
    They make phones, not an OS. Why on earth would you lock all that technology into a 5% market segment?
    May 7, 2013. 08:05 AM | Likes Like |Link to Comment
  • Samsung (SSNLF.PK) sold 68M-70M smartphones in Q1, up from an estimated 63M in Q4, according to 5 analysts polled by Reuters. Though the Galaxy S III/IV and Note II receive far more ink, much of this growth is fueled by low-end/mid-range Android models such as the Galaxy Young and Galaxy Fame. These phones, along with Samsung's Rex feature phone line, are adding to the pressure placed on Nokia's (NOK) feature phone ops. Earlier this week, Bernstein reported the S IV's production rate is around 10M units/month. (Samsung Q1 results[View news story]
    The key comment in your post is IMO...
    Checked out 5 Verizon stores and asked the sales reps whats selling:
    #1 - Android Phones - "G3 is the best phone in the store"
    #2 - Apple - "Loyal, young customers will buy anything apple"
    Thats it.
    Comments on BB - "Dead on arrival"
    Comments on Windows Phone and Lumina - "we sold a few but they are usually returned. Customers don't like the phones, they end up getting an Android phone. We sell few now"
    Apr 8, 2013. 03:14 AM | 1 Like Like |Link to Comment
  • Can Nokia Get A Little Respect? [View article]
    Until Nokia makes a Droid based phone, this stock isn't going anywhere. Nokia owns 70% of the 3% market share of the widows phone... Now what would the stock be worth if it owned 70% of the Droid market share?
    Mar 24, 2013. 11:10 AM | 1 Like Like |Link to Comment
  • Thanks to supply constraints, Nokia (NOK -1.9%) only shipped 30K Lumia 920T units to China Mobile through Jan. 30, even though the world's biggest mobile carrier ordered 90K. Bloomberg reports most China Mobile outlets aren't carrying Nokia's flagship Windows Phone ahead of the Chinese New Year holidays due to the constraints - Stephen Elop has already stated Q4 920 sales were hurt by limited supplies (reportedly due to chip shortages). Nokia's Chinese sales fell 79% Y/Y in Q4. [View news story]
    Three months into product release and they ship 30,000 more units to the worlds largest market than they did to the MOON....
    Feb 22, 2013. 07:16 AM | Likes Like |Link to Comment
  • This Is Why Microsoft Needs Nokia [View article]
    Windows 8 adoption is worse than Vista at this point in time. That sums everything up. It's a bust. I never thought anything could be worse than Vista... I was wrong. Microsoft is just too late to the market. Nokia needs to come out with a Droid phone ASAP. Why focus on 2% of the market with their technology?
    Feb 20, 2013. 03:58 PM | Likes Like |Link to Comment
  • Panera Or Chipotle: Where Should An Investor Dine? [View article]
    As an expert on both the Chicken Burrito and the Cantina Bowl, really it's not even close - CMG has nothing to worry about :)
    Dec 31, 2012. 02:16 AM | Likes Like |Link to Comment
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