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Delphinus

Delphinus
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  • Nokia Lumias: Niche Products Or Bestsellers? [View article]
    @Andreas

    You really are an expert in digging out negative things in a basically positive Kantar report.
    Sep 2 06:30 AM | 14 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 09:10 AM | 11 Likes Like |Link to Comment
  • Nokia Lumias: Niche Products Or Bestsellers? [View article]
    @Andreas

    "Absolutely. With HERE burning shareholder value as ever, Mobile Phones division declining further, Smart Devices selling predominantly low margin devices and NSN not winning immediately monetisable contracts, Nokia's cash position will start squeaking sooner than later"

    Funny that Nokia is still alive and the stock price recent months actually developing better than that of the competitors.

    I think you have soon earned yoruself the title of Dr Doom of this forum as concerns Nokia. Not a bad achievement to be compared to Nouriel Roubini.
    Sep 2 06:38 AM | 8 Likes Like |Link to Comment
  • Nokia Lumias: Niche Products Or Bestsellers? [View article]
    @Andreas

    "No need to dig. The figures speak for themselves."

    They obviously don' t as far as you are concerned. Read some of the comments of fellow analysts on the issue. They rarely match yours.
    Sep 2 10:59 AM | 7 Likes Like |Link to Comment
  • Nokia's NSN Acquisition Might Be Its Downfall [View article]
    @wonder

    Yes, Kesarios is not far behind Kofi Boah when it comes to articles which totally lack credibility
    Aug 27 05:05 PM | 7 Likes Like |Link to Comment
  • For Nokia, Stephen Elop Is A Flop [View article]
    So why is Nokia the only smartphone producer stock which recently has performed well? You're way out of line, Kofi.
    Jul 22 07:29 AM | 7 Likes Like |Link to Comment
  • A new ad strategy for Nokia (NOK +2.4%): Marketing chief Tuula Rytilä tells AdAge her company will "act like a challenger" and "be more bold" in its ad efforts, as it tries to gain both market share and mindshare against iOS/Android. She adds the emphasis of Nokia's Lumia ads will shift from trying to create awareness to demonstrating the phones' capabilities, and that Nokia is "working closely with Microsoft and our customers to make sure we have bigger budgets available." Nokia's 2012 ad/promotional spend totaled $1.27B, -25% Y/Y. (earlier[View news story]
    Good news. A shift of ad strategy away from creating awareness to demonstrating the phones' capabilities fits nicely in a situation where Nokia on 11th July in NY most likely will present a Lumia 1020 with camera capacity not seen elsewhere on the smartphone market
    Jul 5 02:46 PM | 7 Likes Like |Link to Comment
  • Why Nokia Is Dead Money [View article]
    George, you are too much focusing on the present. Take a look at the future, in which context I feel that many overlook the potential of HERE. Sure, HERE hasn't been and isn't a money-making part of Nokia, but I bet that it will be if we look somewhat further ahead. As I have stated in other comments, the recently announced cooperation between NOKIA/HERE and the German company Continental is something which in my view has fantastic potential. http://bit.ly/1eTclLU
    Jan 22 03:50 PM | 6 Likes Like |Link to Comment
  • Downgrade Of Nokia Is A Buy Opportunity [View article]
    Thanks for a nice article. You don't say anything about HERE, maybe because it's not generating much money in the short term. But HERE's increased cooperation with Continental, announced last week, is an extremely interesting future-looking venture which in the longer run has a fantastic potential.
    Jan 20 02:16 PM | 6 Likes Like |Link to Comment
  • Nokia's NSN Acquisition Might Be Its Downfall [View article]
    @author

    "OK people, I will not write a negative opinion about Nokia again. Will this make everyone happy?"

    The problem is not if you write positive or negative articles. It's the poor quality which is the issue and which irritates a lot of us. Start researching a bit more and speculate a bit less.
    Aug 28 03:35 PM | 6 Likes Like |Link to Comment
  • Why Nokia Should Not Go Towards The Dark 'Android' Side [View article]
    Great and convincing article. Asha phones are mentioned but without saying anything about possibilities for this product line to contribute positively. I think it is too early to say that the Asha phones will be a burden for Nokia. Let's see what happens in Q3. However, it may turn out that the Ashas do not contribute substantially to profits, but don't forget that buyers will be more likely to buy Lumias later on.
    Jul 2 04:27 PM | 6 Likes Like |Link to Comment
  • My Take On Microsoft's Nokia Acquisition [View article]
    @author

    "The details of the acquisition are somewhat complicated and we will not know many of the details until the dust settles."

    I fully agree that there is reason for some caution. There might be some overreactions in share price because shorts need to leave their positions quickly, but also since it's not a done deal yet.

    But I consider the risks to be very limited. Bernstein, which was one of the real and very consistent bears was one of the first after the news to adopt a more neutral position (which undoubtedly was needed not least for face-saving reasons). Pension funds and other major Investors will now start looking at Nokia with other, more interested, eyes.

    Let's wait until the dust settles concerning the deal. But before that there will be other events, like the upcoming presentation of tablets/phablets, which will continue to keep Nokia in the limelight, not least on the important but so reluctant US market.
    Sep 3 05:32 AM | 5 Likes Like |Link to Comment
  • Nokia Lumias: Niche Products Or Bestsellers? [View article]
    @author

    "Overall, Lumias appear to be gaining more traction as Windows Phone 8 grows in popularity and closes the "app gap" with iOS and Android.

    This is supported by today's report from Kantar according to which WP is doing particularly well in Europe, where the market share is approaching 10% in countries like Germany, France, and UK.

    You mention the "app gap" in relation to IOS and Android and this is the principal weak point of WP. However, it's hard to judge how important the lack of some popular apps like e.g. instagram really is. I would guess that to a certain extent it is an age related matter. Does anyone have any more information or thoughts on this particular item?
    Sep 2 06:25 AM | 5 Likes Like |Link to Comment
  • Nokia's NSN Acquisition Might Be Its Downfall [View article]
    @marv09

    "I would, and I mean that in a well-intended manner, discard any article not supporting my views / hopes as automatically "lacking credibility".

    I hope that you are not meaning what I think you're saying. "Lack of credibility" is not a matter of how an article links to your own views or not. It is a matter of the quality of the article and in this case the author mostly seems to have used in principle "cut and paste" from other articles and mixed it with some more or less purely speculative statements. Not a very tasty soup. See mr wonder's comment above.
    Aug 28 09:13 AM | 5 Likes Like |Link to Comment
  • Nokia: Don't Fall For The Bear Trap, Keep Buying [View article]
    @surf

    The 1020 and an effective ad campaign will be an eye-opener for Nokia in the US, where so many so far hardly know about Nokia phones. This will also have a positive spill-over effect on sales of other Nokia models in the US.
    Jul 18 05:28 PM | 5 Likes Like |Link to Comment
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