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Delphinus

Delphinus
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  • A Tablet? Really Nokia? [View article]
    I can only say again what I have said in a comment to other similar articles.

    I think it is a bit of jumping into conclusions to be so negative as many are at this point of time to the upcoming launch of a Nokia tablet. Nokia knows all the circumstances referred to in the article and has made an informed decision. I don't think Nokia has been forced by MSFT, which would not take the risk of causing added trouble for Nokia since this might disturb the increasingly promising development on the smartphone side. And I think MSFT realizes that a failure on the smartphone side might be the beginning of the end not only for Nokia but also for MSFT.

    I rather think that there are underlying considerations of Nokia concerning the tablet which we still are unaware of and which we hopefully might see a little bit clearer after the September presentation.
    Aug 19, 2013. 03:25 PM | 4 Likes Like |Link to Comment
  • Nokia: It's Way Too Early For A Tablet [View article]
    @author

    "I still own Nokia shares but if the company announces a new tablet, this might be my "sell" signal"

    I think this sounds a bit drastic.

    Nokia knows all the circumstances referred to in the article and has made an informed decision. I don't think Nokia has been forced by MSFT, which would not dare to risk added trouble for Nokia since this might disturb the increasingly promising development on the smartphone side. And I think MSFT realizes that a failure on the smartphone side might be the beginning of the end for the company.

    I rather think that there are underlying considerations of Nokia concerning the tablet which we still are unaware of and which we hopefully might see a little bit clearer after the September presentation.

    "Nokia has a strong brand name and recognition in most parts of the world, which allows many consumers to give its phones a chance. However, the company doesn't have much of a brand name in the tablet market."

    I'm not too concerned about this. I think Nokia's solid reputation concerning phones spills over to the tablet.
    Aug 18, 2013. 09:10 AM | 11 Likes Like |Link to Comment
  • Nokia Gets Ready To Board The Windows RT Pain Train [View article]
    @Andreas

    "A Windows RT tablet adds further to the bulging product portfolio, stuffed with self-cannibalising and confusingly similar models..."

    Rubbish. How can you say such a stupid thing when it is well known on the market that both Lumia sales and the Nokia share price have developed quite well in recent months.
    Aug 18, 2013. 06:26 AM | 4 Likes Like |Link to Comment
  • Nokia Gets Ready To Board The Windows RT Pain Train [View article]
    I think that a negative attitude to Nokia's move into the tablet market is jumping into conclusions. At least if it is only based on the facts in this article, which contain nothing new.

    Nokia is well aware of all this and has made an informed choice. Hopefully we will know more about Nokia's underlying considerations after the September presentation.
    Aug 18, 2013. 06:09 AM | 3 Likes Like |Link to Comment
  • Hope for Windows Phone in W. Europe, SE Asia? [View news story]
    @Hiep

    Yes. Sorry
    Aug 15, 2013. 02:05 AM | Likes Like |Link to Comment
  • Microsoft Windows 8 Fail Dooms Nokia [View article]
    @Andreas

    You just lost a follower
    Aug 14, 2013. 06:27 AM | 3 Likes Like |Link to Comment
  • Microsoft Windows 8 Fail Dooms Nokia [View article]
    Not another one of these meaningless totally one-sided articles.
    I will not bother commenting it more in detail since you anyway never comment any of the many critical points of view your articles get.

    Sure there are a heap of well-known problems for Nokia still around, but increasing sales, decent NSN performance and other good signs have stronger weight. How could it otherwise be explained that the Nokia stock has performed quite well in recent months?
    Aug 14, 2013. 06:04 AM | 3 Likes Like |Link to Comment
  • Hope for Windows Phone in W. Europe, SE Asia? [View news story]
    @dwdallam

    Thanks, Dwa, for this very interesting and balanced comment. Nokia is still far from out of the woods and things could turn nasty. But there are some hopeful signs in the sky.
    Aug 12, 2013. 05:58 AM | Likes Like |Link to Comment
  • Hope for Windows Phone in W. Europe, SE Asia? [View news story]
    @diablogun

    While I don't like those who only present the positive side of their analysis either, you are right concerning the higher level of interest of the discussion when both kinds of these "show 50% of the analysis" people run their race and you certainly also have my 100% support on the opinion about Kofi Bofa.

    I still very much prefer analysts like Steinberg, Redrut and Hussain who write articles which are not the least boring and at the same time both highly professional and balanced.
    Aug 11, 2013. 09:43 AM | 2 Likes Like |Link to Comment
  • Hope for Windows Phone in W. Europe, SE Asia? [View news story]
    @diablogun

    I disagree with you on the quality of Andreas' analysis. I feel that he/Systembolaget are highly qualified. The only problem is that they don't offer more than one side of their analysis (the negative aspects) to the readers contrary to a number of other high quality analysts who generously offer conclusions based on both pros and cons.
    Aug 10, 2013. 11:21 AM | Likes Like |Link to Comment
  • A Bullish Case For Nokia [View article]
    @well

    "every quarter has been poor - only thing positive was the lumia sales"

    You are overlooking NSM which in the last quarters has played a prime role in keeping Nokia afloat. There is currently not much suggesting that the NSM contribution won't continue to be positive and at the same time quite a lot suggesting that sales of Lumia phones will make an accelerating positive contribution to Mokia results.
    Jul 31, 2013. 02:45 PM | 1 Like Like |Link to Comment
  • A Bullish Case For Nokia [View article]
    Sorry Davel, you are criticising the analysis and score some points there. But where is your conclusion? Is your only goal to make people uncertain? What makes you believe that Microsoft would abandon WP at a time when sales of Lumia phones are accelerating and Nokia continuously is expanding the technical distance to its smartphone competitors?
    Jul 31, 2013. 02:36 PM | Likes Like |Link to Comment
  • A Bullish Case For Nokia [View article]
    @gyer02

    "The article has little data to support your hunch. What you need to look at is why W8 has had such little acceptance in the US market."

    Don't forget that the world is bigger than the US. Certainly the US market is important and Nokia is currently making special efforts there. But Europe, China, India etc are not to overlook and some Nokia phones are not selling so badly there.
    Jul 31, 2013. 02:20 PM | Likes Like |Link to Comment
  • Nokia Presents Upside To Those With A Stomach [View article]
    @crispyoz

    "If WP takes off then every cheap phone maker will jump on the band wagon and Nokia will have nothing to differentiate them from the pack, other than a higher price."

    You forget that Nokia is the technical frontrunner in the smartphone sector and also is well-known for its high quality devices leaving most of the competition some distance behind
    Jul 31, 2013. 05:01 AM | 2 Likes Like |Link to Comment
  • Nokia Presents Upside To Those With A Stomach [View article]
    What a solid article! Thanks a lot, Redrut. I agree that Nokia still is a speculative share with remaining considerable uncertainties, but also share your view that a sufficient number of things point in the right direction and therefore continue to be long.

    With the exception of Instagram and a few other apps I don't think there is any real difficulty on the app side, but I agree that in the foreseeable future WP owners will have to wait for their version of new apps launched for Andriod and OIS. However, the app problem should diminish in pace with increasing market share for WP, mostly fired by increasing Lumia sales.

    The excellent quality of Nokia devices and the company's technical frontrunner position on the smartphone segment should be a good help for further solid increases in Lumia sales.
    Jul 31, 2013. 01:50 AM | Likes Like |Link to Comment
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