Wish I had a dollar (I'm not greedy) for every time someone mentioned a particular stock was a "screaming buy" on the yahoo message boards.
Posts containing “screaming buy”: 119882 results
When the Internet-of-everything comes along in 5-6 years, with self driving cars , ALL of the network companies will have more work than they can handle! We're talking a mini relay antenna being installed on every light pole in every city in the world.
The message was deleted but is worth making the effort to read:
'38 of these filings are assigned to Nokia Corporation, and relate to internet technologies for personalized content delivery, advertising, and browsing. These filings also include custom map/route generation and location determining technologies. We also identified two filings related to audio hardware for mobile devices.
The remaining 30 filings are assigned to Nokia Solutions and Networks Oy and Nokia Siemens Networks Oy. These filings relate to mobile telecommunications technologies, and cover various aspects of transmission timing, handoffs, network sharing, and carrier aggregation.
This brief snapshot of filings from the early part of 2014 indicates that Nokia has shifted away from its handset focus. We did not identify any 2014 filings related to display technologies, device casings and hardware, or physical input technologies. While some recent filings include software-based user interfaces and antenna technologies, these are logically related to Nokia’s existing business lines.
In summary, it appears that Nokia is continuing its tradition of innovation and patenting its proprietary technologies. The deal with Microsoft has not slowed Nokia’s patenting efforts; it has simply shifted the company’s focus to its new core business lines.'
Apologies for the thumbs down. Sometimes it's not good to be as fast as a speeding bullet.
And it's exactly what they said they were going to do three months ago. So not at all surprising. The surprise will be if margins are not eroded much while revenue goes up as predicted.
Be careful what you wish for. Without HERE, Nokia's sales multiple will likely sink below Ericsson's price to sales multiple because Ericsson is the industry leader with more than 2x Nokia's sales and with more than $1 billion in annual recurring royalties. HERE actually represents Nokia's best platform for building new businesses from its growing royalty stream.
Royalties are not the be-all and end-all of a patent portfolio. It is what a company can do with the cash flow from those patents that determines whether a stock can create sustainable shareholder value or just become another trading vehicle (see the technical charts of Qualcomm vs all the pure royalty plays.)
Great stuff! You would think someone with the desire to be recognized as astute at stock picking for a profit would be posting this info every where...not a word, you can't even hear the crickets!
Sentiment: Strong Buy
No problem. I thought the second article had more color about the cost of the acquisition and the size of Panasonic's business. It also has a reference to NTT Docomo, Japan's largest carrier. Nokia Networks has a 5G research project with Docomo that may yield some pre-standard 4.5G or 4.7G technology in Japan. Right now, the 5G standard setting process is not expected to start until 2020, but the arms race has already started.
Yes Nokia is a completely different company now. Slower growth potential with their core NSN business and thinner margins. HERE is a bit of an enigma to me as I don't see real and sustained growth although the investments they are making should help some. There is a strong case to be made that Nokia should sell HERE to the highest bidder for something north of $8B.
The wild card is IP. Yet that is also difficult to assess in terms of revenue potential and when it may be realized. Nokia is at the mercy of the legal system and deep pocketed adversaries. This could drag on for years.
Ericsson's quarter was so good I'm concerned it has come at the expense of their competitors, including Nokia. The infrastructure business is typically not a high growth, high margin business. Nokia has not warned and the estimates are for $.07. The whisper number is $0.09. If Nokia can do the latter it should move back to the $8+ range. If it does the former Nokia continues to languish. We'll know in a few days.
Qualcomm remains the best reference model for Nokia. Qualcomm used to make wireless network equipment and handsets in order to commercialize its revolutionary CDMA technology in the 1990s.. Qualcomm then sold its wireless handset business to Kyocera (1999) and its wireless network equipment business to Ericsson (1999) when its royalty revenue stream was at or around $1 billion a year. Qualcomm then used its growing licensing cash flow and diluted its stock throughout the 2000s to become the dominant wireless chip supplier today.
150 year anniversary next year. Talk about celebrate. New Nokia is HERE !
I didn't find it at first either,, No I don't think they will sell HERE,, especially not to msft. They are investing Way too much $$ to sell. There are some Big plans in the works,, Big Data Plans. How do you connect "The Internet of Things"? By doing what Nokia is doing,, and they are wasting no time on networks.
Partly Ericsson taking share from Nokia, but I think it's more about the (possibly) shrinking margins. But hey, what do I know? Nokia could blow away the numbers and spike above $8 on the opening. I'll always have a soft spot in my heart for Nokia after spending years as a dedicated Symbian fanboy. :) But this isn't the same Nokia I knew and loved. And I have no skin in this game.
Ha , thx. I tried looking it up after he posted ,but to no avail.
They've made some nice acquisitions for both Here and now Nokia Networks. Do you think they'll sell Here to MSFT? Or maybe (hopefully) spin it off?
Fair reply, I'm not sure how to reconcile that figure with the BB terminal. Originally I thought it was only showing Nasdaq holdings, but it gives a total of 3 billion shares so i presume it is tallying up the Helsinki market as well, although I am surprised that the Nasdaq would be compiling figures from foreign exchanges.
Cheers Z, I won't stone the messenger don't worry.
Interesting that today Huawei posted 19% increase on revenue, and last week Ericson posted better than expected profits, and both company's released bouyant statements about the industry.
I guess this might explain NOKs 3% move up yesterday, but i would have expected a move up again today on Huawei news.
It will be interesting, but I think that every quarter when anticipating the results