xuefan_zheng

Nokia's Restructuring: Nobody Loves A Value-Chain Hog

Dave,

I am sorry to hasty describe you as a Verizon users, America living guys. Wish you do not mind.

But your facts are really doubtful, or even, say, nearly on the opposite of the trueth.

"he heart of the cellular industry lies outside the US, and indeed Asia leads the world."
>>&g... Not exactly. The most stylish phone are not only in Asia, but also Europe.

"I don't think there is any question that Samsung, LG, and Motorola are far ahead of Nokia in delivering devices that are appealing to the senses"
>>&g... Your biggest wrong is here. Yes, return to year of 2000, MOT got clamshell phone, NOK did not. 2003-04, Samsung built a lot of clamshell, good looking phone. Yes, you are right, for that period of time. But do you have sensed the 3G revolution in NOK's lineup recent 4 years?
Go to NOK's website, Euro site, have a look at the N series website, the flash, movie. Tell me how ya feeling, compared to your ROKR E6. To be frank, your problem, is so far, these 2 years, I often saw in some US folks, friends ----- they just did not see the N series, simply because Cingular do not launch, Verizon of CDMA.
But like Bob Dylan said, the world, they are changing!!!
If you doubt about the N series's market sucsees, I suggest you google it, or have a look at last Quater's NOK CEO transcript in this seeking alpha.
N series means what? It meas profit, margin, look at NOK's and look at MOT's.


", Motorola has the ROKR Z6, E6, E2, E780x, E680x, SLVR L6g, and MING that all play games."
>>&g... You hit a good point as my support. I use E680 now! What a smartphone, so smart that I nearly could not download any games. Guess what? The jave-linux!!
You are in Beijing? Good, go to ZhongGuanCun, or a University, ask every passing boy and girl, how about their feeling of the symbian and linux, which one support more games, calenders, clocks, xxxxx.
I forgot to tell you, to see this mobile.163.com, to have a look at how many illegal N70, N73, N95 are in the best seller position in Beijing market.
ROKR E6? ever on any list of the best seller? please give me a link.

"As to Nokia's performance in the US market, Nokia's loyalists may believe the company's weak showing there is because of Qualcomm, but the reality is Nokia's original and continuing failures in the US can be attributed directly to product decisions made at Nokia."
>>&g... You hit the part of the reason, but not in-depth. I wont argue with you on this, but look the NOKIA CEO's speech on US market, he always avoid the questin why it is so weak in US but so strong in every country outside US!!
Heard the ITC, BRCM, QCOM story? NOK now refuse to give IP fee to QCOM, then, how every N75, 76, sold in US is in danger! Do you have strong objection on this? Ofcoz, this is a potential risk, not happend yet, but QCOM is staring at!


Apple's design,""leverage""
>>&g... I wont argue if you misundestand me or me misunderstand you. To cut to the chase, I am saying, that, AAPL is a titan in MP3 industry, but still a pigmy in cellular. You might feel my words too adamant, but if you look at the details, I guess you will have fewer words to rebuttal.
(1). Do AAPL have GSM, WCDMA, C2K IP?
How many NOK have? If negative of AAPL, then if it is possible that NOK gain some cost advantage on AAPL?
(2). Production cost
NOK, 1-200 million units in China per year, also they leverage Foxcoon, if you heard of. OK, I tell you, AAPL use Foxconn. (both of them are my customers!), can you believe that Foxcoon give a low price for production that AAPL? How come? Remember, cellular industry, volumn is the god!
(3). Sourcing, tech advantage, relationship.
I amnot sure if you know that TXN is the dog of NOK, a famous saying in celluar industry for 10 years. Where is AAPL's parterner? Marvel? Infineon? What a loser partener! How can you believe that TXN's chipset design is inferior to InfineoN? How can? How come?
Ok, if both NOK and AAPL use Infineon EDGE chipset, how about each's price? Need you tell you what does the word "volumn" mean in semi industry?

(4). Core competitiveness lack.
I raise this question before, but not only you but lots of US folks can not answer me directly. The question is, as a mp3 player, what is the core competitiveness of iPhone, compared to NOk phone?
You also danced out of my question. Dont tell me the design, the looking, the GUI. You actually admitted that, mp3 is not space shuttle, it is a blockbuster tech. That's the truth doom of AAPL.
But 3G, Radio Freq tech, CPU design, DSP design, jave game, camera, email, push mail, MSN, QQ, all of these are not AAPL's traditional strength, right? Can AAPL surpass NOK merely on a mp3, which, NOK phone all have it right now, with at least 2G SD card support and in the future 4G, 8G SD card.
Forgot to tell you, in Beijing 2G SD is only