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Nokia Corporation Message Board

  • a327zig a327zig Jan 22, 2013 12:50 PM Flag

    Any thoughts of Bloomberg MSFT/DELL rumors

    Dell is largely windows oriented so it might make sense for m$ft to take a piece, for their own future.
    Silver Lake Partners is the LBO that tripled their money selling Skypes to m$ft.
    Mike Dell owns 15% of dell stock & a original investor in Silver Lake.
    Dells chart is not unlike NOK.
    I don't trust Bloomberg, but if m$ft is going hardware, dell makes sense but owning NOK makes much more sense then dell or skype.
    If m$ft is involved in dell, I'm guessing NOK is next. How I don't know. Could there be some sort of holding company that owns Dell & starts buying up the majority of NOK without poison pill threat?

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    • There are several ways to look at it:
      1.) Microsoft has to save big name hardware sellers to sell it's software.
      2.) Microsoft can use dell to build it's own line (Surface Tablets) etc.
      3.) Dell has a very strong computer services division that can add to Microsoft's Gov. & Corporate business Divisions and open up some contracts and combine services. Dell still has large military, US Government & Corporate Customers. It is far more than the "dude your getting a dell". There is a different division the Microsoft can use.
      4.) It's just an investment knowing that W8 will float all boats and they know that and the price is down. Microsoft Invests just like you and me invest also.
      5.) A combination of the above.

      Sentiment: Strong Buy

    • keep ur eye on the ball,

      Sentiment: Strong Buy

    • Softy is trying to become like Apple - offering hardware and software. They now know they suck at hardware (Zune and Surface) so why pump billions in a dog when you can buy a piece of dell and get access to their patents, supply chain, designers, etc.

      Nokia is on a different game - dell is dead - they have no future hence the sale. Sure Softy could take a stake in Nokia but if that's the case why would they wait for a nokia to dilute at such low levels when Softy could have easily biught that secondary for a cheap $1 Billion and owned 8% of Nokia for a song and dance. Why buy now or later when they had a huge opportunity at below $3?

      So I'm inclined to believe they're not gonna buy into Nokia. I have no idea why - it made so much sense to me, even more than investing in Dell.

      Sentiment: Strong Buy

    • Done deal. You have to understand Dell is apart of the ecosystem. You may see people like MSFT buy into multiple areas. We are in a phase where consolidation in the tech world will be larger and smaller because we are reaching a point of how small and convenient can things become. That is why Dell is gone and MSFT is panting after Android and I Phone and Apple is over there in China begging for market share. Essentially I dare say we have a world where Tech will have many less companies and massive market shares and dollars sold. MSFT wants to walk into a corporation and over them computers, cloud service, phone, data storage and the whole nine yards. Why not that is how compact everything is getting.

    • dorianpc Jan 22, 2013 11:05 PM Flag

      That's not a rumor, that's called making stuff up. Rumors are speculative whisperings that have some miniscule association with facts.
      Pumpcasters do it all the time. If you listen to them for any reason except to howl with laughter at their non stop garbage, then you are in trouble.
      The (below) average american is incapable of adding 2 numbers that total 17 Trillion. So expecting us to pay 17 Trillion is kinda of wishful thinking.

    • they are just offering a finance mezzane (sp?)...don't think they have any interest in owning any part of DELL even if they do it is meaningless to MSFT / NOK relationship...

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