Help | Sign in
Go to Google Groups Home
  
Messages for Nokia Corporation (ADR)
View by:  topics - messages
Show:  titles only - summary
Messages 1 - 15 of 1071       Older »
  Re: N900 will be a breakthrough.. strong buy recommendation
The group you are posting to is a Usenet group. Messages posted to this group will make your email address visible to anyone on the Internet.
Your reply message has not been sent.
Your post was successful
 
From:
To:
Cc:
Followup To:
Add Cc | Add Followup-to | Edit Subject
Subject:
Validation:
For verification purposes please type the characters you see in the picture below or the numbers you hear by clicking the accessibility icon. Listen and type the numbers you hear
 
1071.  Jako  
View profile  
 More options Dec 10, 3:24 pm
From: Jako <jako...@gmail.com>
Date: Thu, 10 Dec 2009 12:24:02 -0800 (PST)
Local: Thurs, Dec 10 2009 3:24 pm
Subject: Re: N900 will be a breakthrough.. strong buy recommendation
I think as a Nokia investor, you may want to look at the Market
Capital Day event -

http://www.thomson-webcast.net/uk/dispatching/?event_id=9244f67f91f37...

and see what they are doing and their plans for next year, with the
completely new user interfaces for their Symbian, 3 times faster, very
easy to use, beautiful graphics, redesigned media player (a la Apple
etc). And also the next generation Maemo device will have a completely
new user interface (and also have multi touch). Apparently this next
Maemo device out in a year is aimed to be a viable iPhone competitor.
It was interesting to see that Nokia projected that some 15% of their
devices would be Maemo based in 2011, that´s 50-100 million units per
year. But I have to agree: the n900 was never intended to be a mass
market phone, more like a trial product until the next "final"
generation (5/5) of the Maemo devices (starting back in 2005) will be
released.

At these suppressed levels, Nokia share has a real potential for a
strong rebound, but it may not go much up before the second half of
next year - although my opinion is that you will get a good return if
you keep your shares for two months, as earnings release will most
likely significantly beat the very low expectations (I expect the
opposite to happen with Apple where the expectations are sky high,
which will probably not be met and then we´ll get the substantial drop
in the share price, as usual.)

I like to invest in undervalued companies with good fundamentals, and
are always prepared to keep them until they eventually go up (in some
cases it could even take some years). The problem, I think, is that
stocks often don´t trade according to fundamentals, only short term
sentiments and speculation. A month ago I posted a message on the
Google Finance forum for GLW, suggesting the stock was very
undervalued. At that time the stock had been standing almost still for
7 months. However, over the past month the stock has suddenly gone up
30%. I would never had expected this to happen so soon, and there´s
not any particular news to warrant this sudden boom, expect that it
was (and I guess still is) inherently undervalued.

On the other hand I bought a lot of shares in NOVL before their
earnings release last week, and while this company is trading with a
market cap of $1.4B and has a whopping $1B in cash and no debt (it
would have been like Apple had $120B in cash), and while they beat
earnings expectations by 50%, and are now trading with a P/E of 12.5,
half that of the average software company, - despite all this the
stock is still up less than 5% since that time. Even Jim Cramer
adviced people to sell this stock after the earnings release (however,
that´s good news, because he´s been proven to be statistically more
wrong than right). So you just never know. In two years it may have
gone up three times, ditto for Nokia. I think patience is the clue for
the amateur investor if he wants to make any money. Unfortantely he
too often end up buying high and selling low.

As regards Nokia: consider that the dollar has strengthened 2-3%
against the Euro over the past week. That´s the main reason for the
recent "decline" in the share price. Measured in Euro´s it´s actually
up a percent or so over the past week.

On Dec 10, 1:36 am, IGotsSharesInNoobishness


    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: N900 will be a breakthrough.. strong buy recommendation
1070.  Markku  
View profile  
 More options Dec 10, 8:03 am
From: Markku <mhe...@gmail.com>
Date: Thu, 10 Dec 2009 05:03:27 -0800 (PST)
Local: Thurs, Dec 10 2009 8:03 am
Subject: Re: N900 will be a breakthrough.. strong buy recommendation
I was expecting comments that N900 is too niche, or Nokia is too
production oriented etc. But it is not true, Nokia's products are
technically best and management has superior strategical skills that
will benefit shareholders. I don't want to argue of this, I just
advice to buy and have some patience, time will show. Good things take
their time in this chaotic world nowadays.

    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: N900 will be a breakthrough.. strong buy recommendation
1069.  IGotsSharesInNoobishness  
View profile  
 More options Dec 9, 7:36 pm
From: IGotsSharesInNoobishness <igotssharesinnoobishn...@googlemail.com>
Date: Wed, 9 Dec 2009 16:36:15 -0800 (PST)
Local: Wed, Dec 9 2009 7:36 pm
Subject: Re: N900 will be a breakthrough.. strong buy recommendation
Nope.   Pundits agree this is mainly an enthusiast / early adopter
phone that is a stpping stone in teh Maemo story.    Good device
apparently but it will not set the share price alight.    Too niche.

http://www.techradar.com/reviews/phones/mobile-phones/nokia-n900-6558...

Shame as I did buy some Nokia shares recently when they dipped.   To
be honest I would be glad to get out at break even now.   NOK will
come back on basic phone sales (6700, 5800) but have nothing in the
pipeline for some tim and no answer to teh wave fo smartphones coming
at us.   Certainly not the n900 as some sort of "Saviour".

Scant praise really, from a 2K shareholder here.

On Dec 7, 8:58 pm, Markku <mhe...@gmail.com> wrote:


    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  N900 will be a breakthrough.. strong buy recommendation
1068.  Markku  
View profile  
 More options Dec 7, 3:58 pm
From: Markku <mhe...@gmail.com>
Date: Mon, 7 Dec 2009 12:58:22 -0800 (PST)
Local: Mon, Dec 7 2009 3:58 pm
Subject: N900 will be a breakthrough.. strong buy recommendation
Greetings from Finland, Nokia's home country. Everybody are queuing
N900 here because it is simply a great, well designed product. I am
buying phones to our research group at Helsinki University of
Technology and tested last weekend N900 and main competitors' newest
touch screen phones with different platforms. Based on my testing
experience N900 with linux based Maemo platform is absolutely best
phone for serious users who want performance, modularity, real added
value with excellent free tested software and future platform
support.
In serious use I also liked that resistive screen (with best 800x480
resolution) was much better that competitors' capacitive displays
because it supports pen touch that is really required with many
applications. I believe this phone will start a new era in mobile
computing and with expanding software and service portfolio will be a
great success for Nokia. I remember what happened to Nokia when they
launched 2110 model at 1995, the company's revenues and stock
exploded. Nokia's success was strongly dependent of their delivery
and
logistics expertise and I believe they will be able to meet the
exploding demand of N900. I strongly recommend to buy Nokia shares at
this price.

    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: Nokia N900 sold out, T Mobile getting it in January
1067.  Markku  
View profile  
 More options Dec 7, 3:37 pm
From: Markku <mhe...@gmail.com>
Date: Mon, 7 Dec 2009 12:37:55 -0800 (PST)
Local: Mon, Dec 7 2009 3:37 pm
Subject: Re: Nokia N900 sold out, T Mobile getting it in January
Greetings from Finland, Nokia's home country. Everybody are queuing
N900 here because it is simply a great, well designed product. I am
buying phones to our research group at Helsinki University of
Technology and tested last weekend N900 and main competitors' newest
touch screen phones with different platforms. Based on my testing
experience N900 with linux based Maemo platform is absolutely best
phone for serious users who want performance, modularity, real added
value with excellent free tested software and future platform support.
In serious use I also liked that resistive screen (with best 800x480
resolution) was much better that competitors' capacitive displays
because it supports pen touch that is really required with many
applications. I believe this phone will start a new era in mobile
computing and with expanding software and service portfolio will be a
great success for Nokia. I remember what happened to Nokia when they
launched 2110 model at 1995, the company's revenues and stock
exploded. Nokia's success was strongly dependent of their delivery and
logistics expertise and I believe they will be able to meet the
exploding demand of N900. I strongly recommend to buy Nokia shares at
this price.

    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Nokia N900 sold out, T Mobile getting it in January
1066.  James McCrackan  
View profile  
 More options Dec 3, 1:01 pm
From: James McCrackan <jmack...@yahoo.com>
Date: Thu, 3 Dec 2009 10:01:17 -0800 (PST)
Local: Thurs, Dec 3 2009 1:01 pm
Subject: Nokia N900 sold out, T Mobile getting it in January
Target $15 by Jan

    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: Nokia will sell 10 Million extra phones in December 2009 check the link below
1065.  Jako  
View profile  
 More options Dec 2, 3:17 pm
From: Jako <jako...@gmail.com>
Date: Wed, 2 Dec 2009 12:17:57 -0800 (PST)
Local: Wed, Dec 2 2009 3:17 pm
Subject: Re: Nokia will sell 10 Million extra phones in December 2009 check the link below
Just bought some shares...
Should make a decent profit if I sell them again in two months.

On Dec 1, 4:18 pm, Jako <jako...@gmail.com> wrote:


    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: Nokia will sell 10 Million extra phones in December 2009 check the link below
1064.  Jako  
View profile  
 More options Dec 1, 10:18 am
From: Jako <jako...@gmail.com>
Date: Tue, 1 Dec 2009 07:18:24 -0800 (PST)
Local: Tues, Dec 1 2009 10:18 am
Subject: Re: Nokia will sell 10 Million extra phones in December 2009 check the link below
I think Nokia will sell much more smartphones than expected this
quarter, so it may be a good idea to build up a position before the
earnings release in January. The demand for the n900 has also been
higher than Nokia expected, so they have difficulties meeting the
demand, and I´ve seen it rank consistently at the top #5 unlocked
phones on amazon.com over the past months (pre-order). Think there´s
been so much bad sentiments regarding Nokia and its stock, that it is
has really bottomed out now, and the stock should soon be ready for a
boost - I expect it to be much much higher than now by the end of next
year, at least.

But in the meantime I think I´ll put some money into Novell before
their earnings release on thursday... This company seems to be very
undervalued compared to its peers.

On Dec 1, 3:42 pm, abc <kakkadnil...@gmail.com> wrote:


    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: Nokia will sell 10 Million extra phones in December 2009 check the link below
1063.  abc  
View profile  
 More options Dec 1, 9:42 am
From: abc <kakkadnil...@gmail.com>
Date: Tue, 1 Dec 2009 06:42:44 -0800 (PST)
Local: Tues, Dec 1 2009 9:42 am
Subject: Re: Nokia will sell 10 Million extra phones in December 2009 check the link below
    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Nokia will sell 10 Million extra phones in December 2009 check the link below
1062.  abc  
View profile  
 More options Dec 1, 9:38 am
From: abc <kakkadnil...@gmail.com>
Date: Tue, 1 Dec 2009 06:38:04 -0800 (PST)
Local: Tues, Dec 1 2009 9:38 am
Subject: Nokia will sell 10 Million extra phones in December 2009 check the link below
    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: Nokia is a brain drain!
1061.  Fitzgerald Hughes  
View profile  
 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:


    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: Nokia is a brain drain!
1060.  IGotsSharesInNoobishness  
View profile  
 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:

...

read more »


    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: Nokia is a brain drain!
1059.  Jako  
View profile  
 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

...

read more »


    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: Nokia is a brain drain!
1058.  johnnyfinance  
View profile  
 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:


    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
  Re: Nokia is a brain drain!
1057.  IGotsSharesInNoobishness  
View profile  
 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:


    Reply    Reply to author    Forward  
You must Sign in before you can post messages.
To post a message you must first join this group.
Please update your nickname on the subscription settings page before posting.
You do not have the permission required to post.
Messages 1 - 15 of 1071       Older »

Google Home - Terms of Service - Privacy Policy

©2009 Google