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ll  
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 More options Nov 6, 4:46 am
From: ll <r2k...@googlemail.com>
Date: Fri, 6 Nov 2009 01:46:30 -0800 (PST)
Local: Fri, Nov 6 2009 4:46 am
Subject: Nokia is a brain drain!
It amazes me how behind this company is compared to other firms that
entered this realm of phones.  They're so desperate for business that
knowing full well they can't compete they decide to sue Apple.  What
they are missing is the entrepreneuring spirit and innovative drive
and I dont eer see thefinns mastering that....it's almost something
that you have to born with .... the stock is a loser like the company.

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Robert  
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 More options Nov 6, 3:38 pm
From: Robert <sonicmol...@gmail.com>
Date: Fri, 6 Nov 2009 12:38:55 -0800 (PST)
Local: Fri, Nov 6 2009 3:38 pm
Subject: Re: Nokia is a brain drain!
What exactly are they behind on?

On Nov 6, 4:46 am, ll <r2k...@googlemail.com> wrote:


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Jako  
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 More options Nov 8, 5:48 am
From: Jako <jako...@gmail.com>
Date: Sun, 8 Nov 2009 02:48:13 -0800 (PST)
Local: Sun, Nov 8 2009 5:48 am
Subject: Re: Nokia is a brain drain!
Yes, Nokia should have evolved quicker and anticipated this era of
mobile computers better (and so should Microsoft have). But they
started as late as 2006 to start to become a real software company.

Now, to compare this with Apple wichis is a very old software company
isn´t really fair. Apple could transport their OSX onto a mobile
device and they built also on past inventions like the iPod, Newton
etc, and it wasn´t all that difficult to make a very good SDK (they
already had one in place), and an app store via their existing iTunes
store. And of course they had a lot of iPod customers that was
familiar with Apple and so naturally wanted to buy an iPhone that was
also an iPod. Apple did a brilliant acheivement with their multi-touch
and user interface designed for a mobile device, and they also made
really good strategic decisions, though.

The other mobile companies you compare Nokia with, has built upon
Google´s Android. Google of course is a major software company that
has built up the Android (based on work done by others) since 2005. To
then call Nokia unentrepreneurial or uninnovative isn´t really fair,
in particular because they do a lot now, hiring people actually from
the likes of Apple and Google, and we will see some major
breakthroughs in 1-2 years; improved user-interfaces, SDK, building on
Qt etc. And beyond that even more interesting things can happen (i.e.:
http://www.youtube.com/watch?v=IX-gTobCJHs)

The N900 isn´t really intended to be a mass market phone to compete
with iPhone etc, it is more like a trial until the next generation
comes out in 1-2 years. I believe this upcoming device(s) will be a
viable iPhone competitor. Also, I should say that neither Apple nor
Google has done particularly much over the past 2 years (there´s not
much new to the iPhone), Nokia has done more during that time. While
Symbian and to some extent Maemo is still lagging, they both have some
advantages over iPhoneOS because they are built for speed and battery
performance etc, so developing on top of this fundament may have some
advantages, rather than trying to transform a sophisticated OS like
Apple´s onto a mobile device (they have done some great improvements
in their last release though).

But these high end-smartphones are only a small part of the market,
Nokia is much more than that, and they are strongly positioned in
emerging markets where most of the future growth of the world will
happen. A lot of people there actually like their Nokia devices and
would want to upgrade to higher-end Nokia´s over time. On the other
hand Apple get 60% of its profit from the US, and when the US consumer
has been living beyond his means for several years (via the government
´s money printing and borrowing), he will have to live beneath his
means eventually in the future (via inflation or higher taxes). This
will mean less profit (in real terms) for companies like Apple.

Finally, the performance of a company and its share price may not be
all that related. A really crappy company can be a great investment if
priced low enough, while a formidable company with tremendous future
prospects etc can be a miserable investment if priced with P/E´s of >
30. Nokia now trading 70% below its all time high,  while Apple
trading so close to its all time high, I think the former makes a
better investment, if you see beyond the immediate future. Actually I
happen to believe that Apple stock will reach or has already reached
its zenith this year, and would never return to these levels again
(inflationary adjusted), as the sky high expectations will not be met
with their earnings release in January.

On Nov 6, 10:46 am, ll <r2k...@googlemail.com> wrote:


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IGotsSharesInNoobishness  
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 More options Nov 9, 11:41 am
From: IGotsSharesInNoobishness <igotssharesinnoobishn...@googlemail.com>
Date: Mon, 9 Nov 2009 08:41:58 -0800 (PST)
Local: Mon, Nov 9 2009 11:41 am
Subject: Re: Nokia is a brain drain!
Well this is an ADR forum so it's quite US focussed.   ...All I will
say is that Nokia ruled the whole European phone market in the way
that Motorola sometimes has done in US, and has a very similar
customer loyalty going back a ways.   Nokia pretty much WERE the
mobile phone market, at times over here.   As in which Nokia have you
got?  Rather than which handset have you got?

...Yes of course iPhone was a game changer to all that.

I am just reminding that we are not talking a two bit challenger here,
but a company with an outstanding reputation and positive sentiment
behind them - if they can get themselves together I have seen worse
places to assault a market from.

I don't know - possibly you see them as more of a late entrant with
less worthy phones in States - but that is not who this company are.
As someone said above - their cheaper phones are the most rock solid
on the market and purchased in their millions upon millions.   Who is
to say.   Maybe the iPhone killer is not a phone at all but a twinned
netbook and a more basic looking Nokia that just makes calls and is
small in your pocket, as a wifi feed so they feel like two halves of
the same device.  ...Now there is thought.   I look at these little
pucks they are doing now that create a local wifi hub network around a
user and...!

Yours fom the emerging market that is the UK

Noobz

On 8 Nov, 10:48, Jako <jako...@gmail.com> wrote:


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johnnyfinance  
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 More options Nov 10, 12:23 pm
From: johnnyfinance <johnnyfina...@gmail.com>
Date: Tue, 10 Nov 2009 09:23:27 -0800 (PST)
Local: Tues, Nov 10 2009 12:23 pm
Subject: Re: Nokia is a brain drain!
Nokia's hardware and software is developed all over the world,
Finland, UK, US, India, China, Japan, Australia to name but a few.

On 6 Nov, 09:46, ll <r2k...@googlemail.com> wrote:


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Jako  
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 More options Nov 11, 9:03 am
From: Jako <jako...@gmail.com>
Date: Wed, 11 Nov 2009 06:03:18 -0800 (PST)
Local: Wed, Nov 11 2009 9:03 am
Subject: Re: Nokia is a brain drain!
I agree: maybe the "iPhone killer" will turn out to be something very
different (for example more something like Nokia´s morph concept, cf
the youtube video link above). I also think we should not forget the
exponential pace of technological innovation, where new things at an
increasingly rapid pace comes and goes - this was of course a reason
why Apple´s iPhone could gain so much fame over such a short period of
time in the first place, but the very same mechanism may also lead it
to be eclipsed by something else sooner than one may think. Three
years ago, Facebook had only a few million users, today they have more
than 300 million active users and have of course long ago sailed past
the then popular MySpace. Ten years ago very few used internet. New
technologies can come out of nowhere and disturb the situation for
existing companies. But I think Nokia knows more about the future
trends than we give them credit for, and their huge investments into
location based services for example, may turn out crucial, as well as
research into everything from nanotechnology to mixed reality
solutions (they even have set up a research lab in US cooperating with
Hollywood, for example).

Nokia executives have for many years talked about the "technological
leaders" that embrace the new things which others later follow. This
happened with the iPhone and so it will continue to gain more mass
market appeal for some time despite something new coming out embraced
by these very same leaders. But I guess the latter individuals are
already starting to get tired of the iPhone, of Apple´s restrictions
and so on, and are eagerly looking for something new to promote -
Google´s Android may see increased popularity, but is also starting to
get "old". It is Nokia´s intention to some extent with the n900 to
appeal to these groups and also to open source communities (becoming
increasingly more important as we go forward).

And yet on the the other hand we have the regular person that may be
completely satisfied with his (or her) Nokia device and need nothing
more than to make phone calls, maybe have email and some basic
functionality, like a good mapping service so he can download the
citymap before going on vacation and so on, and on this vacation he
would like a good camera on the phone to take pictures, and maybe a
facebook app..., and he wouldn´t want this to be an enormous piece of
hardware, just a small phone with a keypad... He was satisfied with
his old Nokia so he then buys a Nokia also the next time because I
guess that´s what humans are like.

But we tend to forget this very big group and focus too much on Apple
with its 10-20 million annual iPhone unit sales, affordable only to
the few. Even iPod sales have now stagnated at about 50 million units
per year. So these figures are rather miniscule compared to the over 1
billion phones sold each year, of which Nokia sells 400 million -
making in effect Nokia the world´s biggest provider of cameras and mp3-
players. In the end very high market share is extremely important
because among other things it brings down production cost. And brand
loyalty is important, as is distribution channels, footprint/presence,
cooperation with carriers etc. Nokia have it all in a large part of
the world.

I also think one should not underestimate the carriers role in all
this, they have an enormous profit (probably as much as 20 times Apple
´s), and have much more control than we may realize. Apple has reaped
a lot of profit partially through the subsidization from these
carriers, but this is not a situation that can continue when the
iPhone lose its "hype" factor or even increased unit sales. It is not
a good business for these carriers to provide phones with wifi (so one
can make calls via skype etc), so they may for example want instead to
subsidize some of Nokia´s touchscreen phones without that, such as the
5230/5530 etc. And it is also good business for these companies to
cooperate with Nokia on their Ovi stores to provide various software
solutions and get part of the profit.

In any event, in the case of Apple, one have to separate profit from
unit sales, and that´s the important thing for the investor. Apple I´m
sure could triple their iPhone unit sales, and yet get less profit
than now, and this would also undoubtedly lead to further
cannibalization of their iPod sales.

Sorry, another post that ended up way too long...

On Nov 9, 5:41 pm, IGotsSharesInNoobishness

...

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IGotsSharesInNoobishness  
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 More options Nov 12, 3:36 pm
From: IGotsSharesInNoobishness <igotssharesinnoobishn...@googlemail.com>
Date: Thu, 12 Nov 2009 12:36:34 -0800 (PST)
Local: Thurs, Nov 12 2009 3:36 pm
Subject: Re: Nokia is a brain drain!
Wow.   It was long but I liked it.  :-)

All very well said.  I am sure Nokia are going to leverage that base
at some point.   One thing picking up one verty good point from your
post...

I think Apple did do one very good thing, which was they created a
phone so desirable that the network operators chased all after them
and slit their throats to get it.

I look forward to Nokia's next killer phone.   They can hardly have
failed to spot the lesson in market management that Apple has dealt,
and their shares will be all the better for it - curiously because of
Apple, their competitor.

On Nov 11, 2:03 pm, Jako <jako...@gmail.com> wrote:

...

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per  
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 More options Nov 12, 4:00 pm
From: per <per.stenv...@gmail.com>
Date: Thu, 12 Nov 2009 13:00:59 -0800 (PST)
Local: Thurs, Nov 12 2009 4:00 pm
Subject: Re: Nokia is a brain drain!
yeah, Nokia sucks at innovation, you can see that from looking at how
few mobile phone related patents they have compared to the other large
players. ;)

On Nov 6, 5:46 pm, ll <r2k...@googlemail.com> wrote:


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per  
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 More options Nov 18, 1:36 pm
From: per <per.stenv...@gmail.com>
Date: Wed, 18 Nov 2009 10:36:50 -0800 (PST)
Local: Wed, Nov 18 2009 1:36 pm
Subject: Re: Nokia is a brain drain!
I love people like you. If there weren't any people like you, how
would the rest of us make any money?

On Nov 6, 5:46 pm, ll <r2k...@googlemail.com> wrote:


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Fitzgerald Hughes  
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 More options Dec 1, 5:30 am
From: Fitzgerald Hughes <fitzy90...@gmail.com>
Date: Tue, 1 Dec 2009 02:30:53 -0800 (PST)
Local: Tues, Dec 1 2009 5:30 am
Subject: Re: Nokia is a brain drain!
I recently found a site that looks pretty good. Unlike all these other
website links that lead to some sort of half baked POS site with no
information, this site actually offers some pretty good analysis and
daily news updates pertinent to the markets. They also give you a free
eBook if you sign up to their newsletter. Check it out and let us know
what you think. http://bit.ly/ADbE3

On Nov 6, 1:46 am, ll <r2k...@googlemail.com> wrote:


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End of messages  

« Newer discussion  -  Nokia will sell 10 Million extra phones in December 2009 check the link below   Cost reduction by layoff  -  Older discussion »




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