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lklein

lklein
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  • As Rumors Of A Nokia Tablet Swirl, Potential Sales Could Positively Impact Earnings Growth [View article]
    Why would anyone want a Windows RT tablet? Aside from the lack of apps, oh and I can't run REAL office tools - it's a horrible "tablet" version. PRICE is the answer. The RT tablet has to be sub $300.

    MS is giving away Surface Pro tablets to corporate customers (because they don't want to buy them...). This is the core problem with the Microsoft strategy - they want it both ways - and that will confuse the consumer.

    The space is becoming commoditized daily, from Samsung not even wanting to play in the RT space , and Apple coming out with the low cost phone (Sept 10).

    NOK has some serious margin headwinds ahead and that is why the stock has stalled.
    Aug 16 03:32 PM | 6 Likes Like |Link to Comment
  • Time To Buy Nokia On Valuations [View article]
    Thank you for wasting my time......
    Aug 12 04:29 PM | 5 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 12:11 PM | 2 Likes Like |Link to Comment
  • SolarCity +5% AH on strong guidance, bookings [View news story]
    Same as your average Nuke Plant!
    May 8 12:51 AM | 1 Like Like |Link to Comment
  • Why Target Must Accept Bitcoin Like Zynga And Before Walmart Or Amazon [View article]
    I can't wait to use Bitcoins to buy some weed at Target - Wahoo!
    But they will probably be out of stock, and my credit info stolen then sold to some drug dealers. But no worries - all they want is my money. I will still have Bitcoins.
    Jan 10 09:29 AM | 1 Like Like |Link to Comment
  • In Their Own Words: One Retailer To Buy, One To Sell In 2014 [View article]
    More bad news on the credit info theft - now up to 70 million customers - ahem, guests. Shop at target - get your credit info stolen. Sounds like a deal to me. They need some IT modernization. As this unfolds more and more, their image is getting destroyed. The constant leak of info about this over the past THREE months just makes them look to Canadians like yet another Yankee run US company Americanizing Canada. They cut their outlook for Q4 today as well - by 2.5% that's HUGE. Adding all those stores and they still guided down! The company is a mess right now, these are not little problems they can easily fix. Canada, the Credit theft and declining consumer spending are headwinds hampering growth. Their wounds are self inflicted and can't be fixed by growth. It's disappointing to see and not easy to fix.
    Jan 10 09:12 AM | 1 Like Like |Link to Comment
  • Nokia's Revolutionary Lumia 1020 Showcases Its Prowess In Manufacturing And R&D [View article]
    If you read the article, the camera as over 100 parts and is an engineering marvel. I think that is what Pratt is referrng to as manufacturing prowess. There is indeed nothing like it. This is new camera technology not the same old with amped up pixels.

    Put this along side an apple or a galaxy and it is a better phone. Thicker and heavier too. But I doubt it will be enough to get folks to switch over to a Microsoft OS. It will keep NOK #1 for Mr. Softee phones. NOK has had high MegaPixel phones before and they didn't move the market. They need some WOW from the OS to get peoples attention. Otherwise, this is just a feature like any other feature on any of the phones. One has a better camera, one a better GUI, size, screen.. But the first qualifier is ios, or Android.
    Jul 17 09:17 AM | 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,
    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 07:57 PM | 1 Like 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 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 03:43 PM | 1 Like 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 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 11:10 AM | 1 Like Like |Link to Comment
  • Windstream -6.3%; higher costs/spending pressure EPS [View news story]
    They have stopped investing in the company and are paying out all of it's cash in dividends - with no end to this scenario. The BOD is just delaying what everyone knows will have to happen - reduce the dividend.
    May 8 09:06 AM | Likes Like |Link to Comment
  • SolarCity Earnings: Great Growth, Funny Math [View article]
    I don't really see how a homeowner can default, SCTY can always put a lien on the home if it ever gets to that point, which I am sure is in the contract as this should be considered a home improvement (not unlike new windows or siding that is financed). They are effectively a bank.

    As for cash sales - hmmm, well why would I want to make a big "profit" on cash sales - think about that...
    May 8 08:32 AM | Likes Like |Link to Comment
  • Market Bottoms Have 2 Elements: We're Still Missing One [View article]
    A W S O M E !
    Feb 9 08:41 AM | Likes Like |Link to Comment
COMMENTS STATS
29 Comments
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