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  • Update: Google To Enter Into MVNO Arrangement With T-Mobile [View article]
    A surprising winner in this (Google Carrier) could also be Microsoft's Windows Phone. A T and VZ response to a Google Carrier could be drastic by dumping Android phones but it is highly unlikely because they would then just be an Apple store without the magic. But they could demote Android a bit and put more effort into Windows Phone with the upcoming version 10 and MSFT dollars. As a longtime MSFT user/owner as well as a GOOG user, I welcome any developments that disrupts the status quo.
    Jan 22, 2015. 09:45 AM | Likes Like |Link to Comment
  • The Fall Of Nokia Continues [View article]
    Another ridiculous rear view looking article about how Nokia's days are numbered and the only phones that matter are the iPhone and the Galaxy.

    The only thing that matters is the future. Nokia has done a 180 in corporate strategy and seems to me to be doing very well in a very competitive market.

    Please take a look at this very recent and sobering article about the real situation with regards to the Android eco system and its massive patent deficit.

    Then tell me again how Microsoft, Nokia, and Windows Phone 8 are doomed and going out of business any day now. Although details are secret, it has been estimated that Apple pays Nokia as much as $10 for every iPhone it sells. If you read the article, you will also learn that Microsoft just signed its 20th Android licensee for Microsoft patents. The only real holdout is Motorola, who is getting very badly beaten in the court of law. I have read that Microsoft gets $10-$15 for each Android phone sold. That is quickly becoming another billion dollar business for Microsoft.

    If you don't trust me, then take a look at this article:

    This article details how the esteemed and very conservative Dodge & Cox fund have now raised their stake in Nokia to 7%. They have been bullish on Nokia for a number of years. D &C are professionals that invest for the long term. They just don't take flyers when they invest. They research, understand and invest.

    Nokia is company in a state of change and there is always risk. I have been completely impressed with their current management and their sense of urgency in returning Nokia to world class status. Those that sign on now will be richly rewarded in the future when the rest of world wakes up to this juggernaut.
    Apr 26, 2013. 06:10 PM | 35 Likes Like |Link to Comment
  • Nokia's Windows Phone Efforts Bode Well for Both Companies [View article]
    I continue to be bullish on this partnership. I watched the entire "leaked" Elop video and was impressed by his candor, leadership, and dare I say vision. This bodes well. The naysayers may have to eat crow a couple of years from now. I like the previous comment about Kinect tech integration. There are many things we don't know yet that will surprise us on this platform.

    Some have bashed the N9 as a beautiful end of the road phone that will sell little. One idea that occurred to me is that Nokia could offer new buyers of the N9 a low cost or free swap (maybe just a ROM update) of their N9 for the N9 Sea Ray Windows phone at launch. Users would get to enjoy a state of the art phone now and have an upgrade path to Windows Phone. Seems like a win win strategy that if done well would keep the revenue on track and engender good customer relations. Just an example of how things could go.
    Jun 26, 2011. 06:47 PM | 3 Likes Like |Link to Comment
  • Nokia's Stock Price: Market Ignores Sources of Positive Equity [View article]
    Great review of the SmartPhone patent wars here: fosspatents.blogspot.c...
    Jun 14, 2011. 01:27 PM | Likes Like |Link to Comment
  • Nokia's Stock Price: Market Ignores Sources of Positive Equity [View article]
    Nokia rumoured to be getting $11.50 per iPhone sold. Plus a one time payment of $600m. My prediction of Patent worth was dead on. Looks like the mighty AAPL will be paying to help NOK in its turnaround efforts!
    Jun 14, 2011. 01:04 PM | Likes Like |Link to Comment
  • Nokia's Stock Price: Market Ignores Sources of Positive Equity [View article]
    Just to put this further in perspective. In the late nineties, AAPL was all but going out of business and written off. Then Jobs came back and (with a little cash infusion courtesy of MSFT btw - funny how these things work out) they made a spectacular rebound. These things happen. Again, the market pros today seem very short sighted and confused by hype. Don't believe me, here's a link:
    Jun 9, 2011. 11:36 PM | 2 Likes Like |Link to Comment
  • Nokia's Stock Price: Market Ignores Sources of Positive Equity [View article]
    Excellent analysis and much appreciated. I think the current market analysis of this stock and others is very short sighted and ridiculous. NOK is currently priced like it has not assets (Patents?) and will go out of business tomorrow. Sure they have challenges ahead but the current hype and attitude seems to be that Apple and Android have won the smartphone war for ever and ever and there will never be any other smartphone challenger for the rest our lives. In addition, the financial commitment from Microsoft is highly underrated. I'm sure if NOK needs a bit more cash to see them through then MSFT would be glad to lend some cash from their ten's of billions of cash on hand (most of it overseas I might add which avoids all sorts of pesky 35% repatriation tax issues). If NOK was not aligned with MSFT I might be more circumspect about their turnaround but that's not the case. It amazes me that a simple investor like myself can see these positives and the super smart wall street types can't. It may take a couple of years but I think things have a better than 50% chance of working out!
    Jun 9, 2011. 11:26 PM | 2 Likes Like |Link to Comment