BargainValueHunter Posted July 26, 2012 Share Posted July 26, 2012 On a day that NOK is in free fall this may be a wonderful sell... http://finance.yahoo.com/q?s=NOK140118P00001000 ...if you believe Mr. Market is being schizophrenic. Link to comment Share on other sites More sharing options...
BargainValueHunter Posted August 17, 2012 Share Posted August 17, 2012 Francis Chou adds...(sorry if posted elsewhere): http://community.nasdaq.com/News/2012-08/latest-picks-from-francis-chou-usg-nok-sells-gps.aspx?storyid=164779 Francis Chou added to his holdings in Nokia Corporation (adr) by 16666.7%. His purchase prices were between $2.14 and $5.47, with an estimated average price of $3.29. The impact to his portfolio due to this purchase was 3.18%. His holdings were 5,030,000 shares as of 06/30/2012. Nokia is the world leader in mobile communications. Nokia Corporation (adr) has a market cap of $10.34 billion; its shares were traded at around $2.57 with and P/S ratio of 0.2. The dividend yield of Nokia Corporation (adr) stocks is 6.4%. Link to comment Share on other sites More sharing options...
brker_guy Posted August 23, 2012 Share Posted August 23, 2012 Looks like lots of good news coming out of Nokia the last 2 days: http://conversations.nokia.com/2012/04/27/nokia-uses-white-spaces-technology-for-indoor-positioning/ http://www.bloomberg.com/news/2012-08-21/verizon-is-said-to-offer-nokia-windows-8-phone-this-year.html Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 23, 2012 Share Posted August 23, 2012 Looks like lots of good news coming out of Nokia the last 2 days: http://conversations.nokia.com/2012/04/27/nokia-uses-white-spaces-technology-for-indoor-positioning/ http://www.bloomberg.com/news/2012-08-21/verizon-is-said-to-offer-nokia-windows-8-phone-this-year.html There's more: http://www.bloomberg.com/news/2012-08-21/nokia-s-39-phone-rebound-wins-more-time-for-comeback-bid.html Link to comment Share on other sites More sharing options...
kmukul Posted August 24, 2012 Share Posted August 24, 2012 There is more.. http://timesofindia.indiatimes.com/tech/news/telecom/Nokia-How-Asha-series-basic-phones-can-change-companys-fortunes/articleshow/15613911.cms i think unlike RIMM NOKia has a significant market share in emerging markets which might be hard to replace Link to comment Share on other sites More sharing options...
gokou3 Posted August 24, 2012 Share Posted August 24, 2012 And the value of its patents.... http://seekingalpha.com/article/820881-nokia-patent-portfolio-an-untapped-goldmine Nokia can't be worth less than the $12B that Motorola Mobility got bought up for. It had dominated the mobile phone industry for a decade. Link to comment Share on other sites More sharing options...
Liberty Posted September 6, 2012 Share Posted September 6, 2012 http://arstechnica.com/gadgets/2012/09/nokia-mangles-lumia-phone-launch-by-faking-cameras-capabilities/ Link to comment Share on other sites More sharing options...
BargainValueHunter Posted September 7, 2012 Share Posted September 7, 2012 http://arstechnica.com/gadgets/2012/09/nokia-mangles-lumia-phone-launch-by-faking-cameras-capabilities/ I can't think of another company with such superior products and inferior marketing capabilities. Link to comment Share on other sites More sharing options...
txlaw Posted September 7, 2012 Share Posted September 7, 2012 http://arstechnica.com/gadgets/2012/09/nokia-mangles-lumia-phone-launch-by-faking-cameras-capabilities/ This was a bad PR event, but ultimately NOK will live and die on whether Win 8 is a success on the phone, and on whether other vendors offer up more sought after Win 8 phone devices. If I were a NOK shareholder, I'd be worried that a Samsung or other hardware manufacturer will steal all the sales I was hoping to get from partnering with MSFT. The value from Win 8 seems to accrue to MSFT, not NOK, since NOK is not a low-cost manufacturer (or is it?). Remember how the original Lumia was suppose to be the end of the smart phone beta test? And then MSFT made the old Lumia obsolete by planning to roll out Win 8 phones less than a year later? Having said all the above, I have yet to see anyone talking about doing a break-up analysis of NOK, which might show that it is an attractive opportunity at this time. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted September 7, 2012 Share Posted September 7, 2012 nokia's products were terrible. in fact they were so bad, CEO announced to the world he would no longer make them. And instead he would enlist an outside company to help him do what his company could not-make a worthwhile mobile OS. Elop's new strategy would be to try to make products that consumers would spend money on. It looks like he may finally have one of those in the win 8 lumia. Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 4, 2012 Share Posted October 4, 2012 Very disappointing, they need to be on Verizon: http://techcrunch.com/2012/10/04/goodbye-lumia-920-the-att-exclusive-superphone-will-probably-flop/ Link to comment Share on other sites More sharing options...
Ross812 Posted October 4, 2012 Share Posted October 4, 2012 I was actually planning on selling my android phone and getting the new windows phone. There is no way I'm going to AT&T so no Windows 8 phone for me. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted October 4, 2012 Share Posted October 4, 2012 verizon will probably get a nokia lumia in early 2013. Link to comment Share on other sites More sharing options...
infinitee00 Posted October 4, 2012 Share Posted October 4, 2012 Very disappointing, they need to be on Verizon: http://techcrunch.com/2012/10/04/goodbye-lumia-920-the-att-exclusive-superphone-will-probably-flop/ I don't agree with tech crunch on this. Not everyone chooses their phone based on wireless carriers. The carrier may be important to some but I don't think it will be a deal breaker as it is made out to be (I have been on At&T for the last 9 years and lot of people I know are on AT&T and do not have any plans on switching). I am not sure why people are making such a big deal about the exclusive deal with AT&T. Yes, AT&T may have botched their launch of Lumia 900 and maybe it's not an ideal situation. Adding Verizon would have been great, given that it is one of the largest carriers, but I refuse to believe that the Lumia would flop just because of that. If I remember correctly Apple signed an exclusive deal with AT&T when the iphone was a launched, (although I could be wrong on that), but that didn't slow it adoption. Given the low expectations, even a few million smartphones sold/quarter would be considered a success for Nokia/Lumia - something it should be able to pull off without Verizon. If Lumia succeeds or fails, it would be on it's own merits/demerits and also depending on how many people switch to the Windows eco-system. The carrier would not be the primary reason for its failure Link to comment Share on other sites More sharing options...
tengen Posted October 17, 2012 Share Posted October 17, 2012 Found this lengthy critique of Nokia and especially Stephen Elop. http://communities-dominate.blogs.com/brands/2012/10/the-there-pillars-of-nokia-strategy-have-all-failed-why-nokia-must-fire-ceo-elop-now.html The author uses some colourful language but his analysis of Elop's strategic failures seems pretty compelling. Link to comment Share on other sites More sharing options...
Guest valueInv Posted December 3, 2012 Share Posted December 3, 2012 I'm seeing more and more news about Nokia phones selling out: http://www.bloomberg.com/news/2012-12-02/nokia-speed-advantage-opens-way-to-holiday-gain-on-iphone.html Seems like there is some hope. The big problem is when MSFT introduces its own phone. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted December 3, 2012 Share Posted December 3, 2012 not sure. they might be like apple. not have enough supply. :) Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted December 3, 2012 Share Posted December 3, 2012 The big problem is when MSFT introduces its own phone. I doubt it. unless they can improve from surface, kin, and zune. Link to comment Share on other sites More sharing options...
Guest valueInv Posted December 3, 2012 Share Posted December 3, 2012 not sure. they might be like apple. not have enough supply. :) Appel's problems stem from manufacturing difficulties. I don't see anything in the Lumias that could be causing that. Most likely, they are being conservative to avoid having to write off inventory. In any case, it is a much easier to solve supply issues than demand issues. A far more encouraging sign. Link to comment Share on other sites More sharing options...
Guest valueInv Posted December 3, 2012 Share Posted December 3, 2012 The big problem is when MSFT introduces its own phone. I doubt it. unless they can improve from surface, kin, and zune. The Surface shows that they can produce competitive hardware (most of the problems stemmed from software). The real issue is MSFT is going to make life hard for hardware partners if they decide to introduce their own phone. Right now, they need partners, so they play nice. If they manage to get traction with their own devices, the partners will be quietly choked. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted December 3, 2012 Share Posted December 3, 2012 not sure. they might be like apple. not have enough supply. :) Appel's problems stem from manufacturing difficulties. I don't see anything in the Lumias that could be causing that. Most likely, they are being conservative to avoid having to write off inventory. In any case, it is a much easier to solve supply issues than demand issues. A far more encouraging sign. rimm's new phones will sell well initially just like NOK. it's the hard core customers pent up demand. the thing to watch is follow through and momentum. NOK still has hard core fans and that might be what we are seeing. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted December 3, 2012 Share Posted December 3, 2012 The big problem is when MSFT introduces its own phone. I doubt it. unless they can improve from surface, kin, and zune. The Surface shows that they can produce competitive hardware (most of the problems stemmed from software). The real issue is MSFT is going to make life hard for hardware partners if they decide to introduce their own phone. Right now, they need partners, so they play nice. If they manage to get traction with their own devices, the partners will be quietly choked. I agree. msft has studied the margin potenital on apple's hardware. msft has no loyalty to the oems. in fact that model is breaking down on the PC side and not doing too well on the phone side yet. Link to comment Share on other sites More sharing options...
Guest valueInv Posted December 3, 2012 Share Posted December 3, 2012 not sure. they might be like apple. not have enough supply. :) Appel's problems stem from manufacturing difficulties. I don't see anything in the Lumias that could be causing that. Most likely, they are being conservative to avoid having to write off inventory. In any case, it is a much easier to solve supply issues than demand issues. A far more encouraging sign. rimm's new phones will sell well initially just like NOK. it's the hard core customers pent up demand. the thing to watch is follow through and momentum. NOK still has hard core fans and that might be what we are seeing. But these are not initial sales of Nokia. In fact, the initial sales of Windows 7 phones were lackluster. These are the sales of the second generation Lumias. The big difference I see (at least in the US) is some big advertising money from both MSFT and operators pouring into Windows 8. That seems to have moved the needle at least a little. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted December 3, 2012 Share Posted December 3, 2012 I consider the NOK win8 phones almost a complete reboot of the product considering that msft EOL nok first windows 7 devices. those were essentially devices to get NOK up to speed on how to make windows phones imo. Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 10, 2013 Share Posted January 10, 2013 http://www.valuewalk.com/2013/01/nokia-corporation-adr-nysenok-soars-22-on-strong-pre-earnings/ Touchdown! Link to comment Share on other sites More sharing options...
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