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Nokia Corporation Message Board

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  • Reply to

    Layoffs and ratings boost working well

    by pkbaker Apr 25, 2016 6:34 AM

    No one wrote 12 anytime soon, not sure where you got that. If we get to 7, we should have a party.

  • Reply to

    What's the ticker symbol for Prince?

    by swoope2001 Apr 22, 2016 10:37 AM

    boooo. Are you here all week?

  • Reply to

    Layoffs and ratings boost working well

    by pkbaker Apr 25, 2016 6:34 AM

    Sell your five and blow away.....

  • Reply to

    What's the ticker symbol for Prince?

    by swoope2001 Apr 22, 2016 10:37 AM

    d o a

  • Nokia is a joke. Who said it was going to 12

  • Reply to

    VR news

    by swoope2001 Apr 19, 2016 10:04 AM

    Maybe I am wrong but I don't think you will need a PC, just a connection to a VR headset to watch a movie...

  • Reply to

    FY2015 Baseline

    by osmosisjosh Apr 22, 2016 1:46 PM

    Nokia/ALU Recast FY2015
    (euros, unaudited, non-IFRS)
    Source: Nokia Press Release

    Business Segment.......................Sales..........GM (%)........R&D (%)......SG&A (%)...........OM (%)
    Ultra Broadband Networks...........18.1B............35.5%...........15.0%.............11.0%................9.2%
    IP Networks & Applications............6.6B............43.6%...........19.0%.............12.0%..............12.8%
    Nokia Technologies........................1.0B............99.0%............25.0%............10.0%..............64.4%
    HERE.............................................1.3B............75.0%............30.0%............15.0%..............30.0% * WHAT IF
    Group Common/Others..................0.9B............11.8%............31.0%............24.0%.............(32.7%)
    Eliminations................................(0.024B)

    Overall (without HERE)................26.6B............39.2%............17.0%............12.0%.............10.8%.
    Overall (with HERE).....................27.9B............40.8%............17.6%............12.2%.............11.0%* WHAT IF

    If Nokia had kept HERE, their net cash position would only be 6-7B euros instead of 9-10B euros, but they would have had higher sales, higher margins and higher free cash flow. Their total addressable market would also be bigger with the connected car and the connected city markets probably growing to a combined $100+B a year market in a 5-10 years. That's compared to their current total addressable market of $130+B a year!

    Right now, their net cash position easily lets them issue an annual dividend of around 0.16 euros (960M euros a year) and increase that by 5-10% a year while buying back stock of at least 300-400M euros a year to neutralize the dilution from their employee stock options program, but IF their restructuring is successful and they start to consistently generate annual free cash flow of 3+B euros a year then they are probably going to be looking to diversify into faster growing areas!?!?

  • Reply to

    Bloomberg: Mark Zuckerberg's new target

    by alugoing2.zero Apr 21, 2016 5:31 PM

    Yes, I am sort of aware of the complexities of telco software-hardware integration projects in the large, which often span dozens of layers within and across the levels of ISO/OSI. ZuckerNOK is little more than a marketing gag to get access to the data of the billions of folks in developing countries.

    The point of my half-liner was NOK appears to move away from the edge and consumables for good, and back into the core. On the consumables side, I can't see NOK's planned smartphone and 3D camera programs to work over the long run either. Too much indigenous competition in either field.

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  • Nokia was once the biggest player in the entire mobile handset market with a 50% global market share but Nokia became fat and lazy. Oddly enough, Nokia's demise was becoming the first casualty of Google-Apple war which effectively killed NOK's phone business as well. Google had basically armed Apple's competitors with their freebie Android O/S and flooded the market. I would guess Google's intention might have been to sticking it to Apple once and for all. Nokia was merely caught in the cross-fire between those two giants, however technologically speaking Nokia could not have competed with Google Research anyway and Nokia seemed to have suffered the same demise with its Here Maps going against the Google Maps.

    In my humble opinion.

  • Reply to

    FY2015 Baseline

    by osmosisjosh Apr 22, 2016 1:46 PM

    Per Goldman Sachs/Credit Suisse, ALU generated 2.1B euros in cumulative licensing income from 2002 to 2012, including 112M euros in 2012. 77M euros in 2013. 55M euros in 2014. 56M in 2015. Most of that last 3 years numbers probably come their patent/brand licensing agreement with TCL, a top 10 Chinese device manufacturer and also a top 3 TV manufacturer. That TCL deal dates back to 2002.

    ALU has 45,000+ patents of which 25%-30% are related to wireless. As Qualcomm has shown, the 2+ billion unit a year mobile device market is where the licensing money is. ALU's declining royalties reinforce the view that ALU's wireless patents are aging so aside from the fact that those wireless patents are not as battle-tested as Nokia's wireless patents, we may have to wait for 5G for the ALU wireless patent portfolio to generate more income.

    The first half of a change in wireless standards require multimode devices that support both the old standard and the new standard, e.g., 2G/3G, 3G/4G, 4G/5G. I think that the combined company's 5G position is going to be stronger than 4G so if Nokia can get to the 2+B euros a year milestone by 2020, they should be in a very good position for 5G

  • Reply to

    3D chess: Qualcomm vs Nokia (Bell Labs)

    by osmosisjosh Apr 20, 2016 11:40 PM

    You are welcome. That was a good one!

  • Reply to

    FY2015 Baseline

    by osmosisjosh Apr 22, 2016 1:46 PM

    Jac, I got those numbers from the recast financial statements (non-IFRS, unaudited) that Nokia released yesterday. We should get more color during the 5/16 earnings report. ALU's accounting footnotes were usually more mind-numbing than Nokia's footnotes because they lost money for so long so we'll see how the reporting of the combined company turns out. ... can't wait for Cathy to sink her teeth into those numbers. She sounds like a biter ;-)

  • Reply to

    FY2015 Baseline

    by osmosisjosh Apr 22, 2016 1:46 PM

    Sir Vac ... ALU obtained 56 Euro million in 2015 - which was just enough well-paid money to cover Combes going away party ... JD

  • Reply to

    FY2015 Baseline

    by osmosisjosh Apr 22, 2016 1:46 PM

    Josh … Thanks much the information but I am a bit confused about some things.

    First, I assume you are setting the stage for the NOK/ALU combo, at least at the 2016 starting gate.

    Second, I assume you are using Euro for your sale’s numbers - Nok had 12.5B Euro sales in 2015 and Alu 14.3B (Total 26.8B) – close enough to yours.

    We didn’t go far with getting Cathy introduced to NOK/ALU, and the effort is pretty much on the back burner now - We are awaiting several reports to better understand the merger. But we did feed her a sheet from each company and got some different margin and expense results from yours. Nothing major, mind you.

    The real trick is obviously how to project these numbers into 2016, and beyond. After we have some 2016 ER reports I hope the firm will introduce Cathy to the combo, but they just took NOK off the table due to too many uncertainties … Jac

  • Its a blessing for shareholders of Nokia but Its to bad really that Nokia and Microsoft did not get together sooner and waited so late to enter the market behind Apple and Samsung in the smartphone business. They could never catch up and no matter how good the product is its just not appealing on a brand level of its competition. Its super late entry into the market and a almost non existent market share is so small app developers do not even seem interested. I am sorry to say it but RIP to the Microsoft line of Lumia products. but we truly will never know if entering the market as a competitor earlier would have been the ultimate game changer for NOKIA. Management and CEO ELOP of NOKIA did a horrible job.

  • I noticed that the cost bases PPS on my statement was 5.95, the day it was converted 1/7/16 NOK was 7.02 Today I am showing a gain but I am really losing thousands from the day ALU was converted. I asked my broker after his investigation he said this:

    I have just heard back from our Cost Basis/ Tax Reporting department regarding your question on NOK cost basis, and this is the response:

    Exchange of Alcatel-Lucent ordinary, ADRs or OCEANEs for Nokia ordinary or ADRs in Exchange Offer expected to be taxable, generally resulting in recognition of capital gain or loss equal to difference between (1) sum of fair market value of Nokia securities received in Exchange Offer or squeeze-out and any cash received for fractional Nokia securities, and (2) basis in Alcatel-Lucent securities surrendered. Calculate gain or loss separately for each block of securities exchanged.
    Company provided fair market value of Nokia Corp. ADR: $5.95268 (U.S.) based on average of NASDAQ OMX high/low for Nokia ordinary on 2-15-2016, first regular trading day after exchange: 5.3175 euro multiplied by average of high/low euro to U.S. dollar exchange rate reported by Bloomberg of 1.11945. Note: Market value and exchange rate contained in letter from exchange agent provided by Nokia.

    Nokia set the cost basis, after the 2nd of 2 conversions that took place on 2/15/16.

    This seems messed up to set the cost basis to 2/15 PPS even though I purchased shares on 1/7. Does anyone know more about this issue and did anyone get and information from NOK in the mail?

    With a little more then half of my ALU shares left what PPS is used for the sale, it is a tax event issue this year.

  • I came close to exercising my 2017 options for alu and getting even more alu.fr, but hoping that 'corporate actions' will have to value them at a fair price as some point also- then again with all the shenanigans so far, they may just get away with making them valueless. The Nokia board deciding to attach a value to the ALU adr's was a noble move, but most likely forced from the outcry and attorney actions.

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